The Market in Pictures, November 11

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: stock prices have generally tracked earnings revisions this year, with a clear bias towards...

The Market in Pictures, July 8

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Dave: denominator a lot bigger but this bear is no joke, $14 trillion equity lost on paper   Source: Strategas as of 7/6/22     JL: 2022...

The Market in Pictures, July 1

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Dave: there hasn’t been a single instance in 50 years of Fed Funds < CPI at the end of a tightening cycle   Source: Strategas as of 6/27/2022...