The Market in Pictures, June 7

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Dave: The divergence between non farm payroll data and the household survey continues to be an example of the...

The Market in Pictures, September 1

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Dave: In the past few decades, the highest-growing half of S&P 500 industries have steadily...

Fitch Downgrades US Credit Rating

We’ve all seen the news that Fitch downgraded the US Government’s credit rating from AAA to AA+. Fitch’s move follows a similar cut by S&P about 12 years ago.    Source: Bloomberg as of 08.01.2023   Moody’s continues to rate the US AAA (wonder where the...