The Market in Pictures, September 13

by | Sep 13, 2024 | Blog, Charts

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: John Luke: Chatter around a 50 bps cut jumped a bit late in the week, we’ll see what’s in store next Wednesday...

The Market in Pictures, March 29

by | Mar 29, 2024 | Blog, Charts

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:   Brett: It’s been a historic equity rally these past few months, here’s where this one sits relative to...

The Market in Pictures, February 2

by | Feb 2, 2024 | Blog, Charts

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:   John Luke: Before the FOMC meeting, markets took comfort that Treasury borrowing needs wouldn’t expand in...

Bond Bounce: Sustainable?

by | Nov 9, 2023 | Blog, Bonds

Last week brought a substantial rally in bonds following a brutal three-month span of higher rates. There are a couple of reasons we can point to for the move lower in rates: The US Treasury cut back slightly on the amount of long-term bonds it’s planning to auction,...