The Market in Pictures, June 30

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: The cleanest story since the October low has been decelerating headline inflation, which lines...

The Market in Pictures, June 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:   Dave: Technically an up month for stocks, but only if you’re concentrated in megacap tech    ...

What Rate Cuts?

Not too long ago, markets were pricing potential for a rate cut at the July meeting. That has been pushed out to November as the “hold-and-see” narrative takes over from the hiking rates narrative as the data continues to hold up stronger than expected.   Source:...