The Market in Pictures, December 2

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:   JL: This year stands alone in modern history, for its combination of stock / bond weakness   Data as...

The Market in Pictures, November 25

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: As is usually the case, this equity rally has attracted inflows   Source: Strategas as of...

The Market in Pictures, November 4

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: Bond markets get credit for being better forecasters than equity investors, but they’ve not...

The Market in Pictures, October 14

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence:   John Luke: Looking out at some possible ranges for CPI over the next 3-6 months   Data as of 10.12.2022  ...

Rearview to Windshield, October 2022

Developments Over the Past Month   Can you Hear the Fed Now? September 2022 Market Recap: At the end of September, the Fed removed any remaining doubt about its commitment to getting inflation under control. As a result, both bonds and stocks sold off sharply....