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:


Brad: One of the “junkiest” rallies since the Global Financial Crisis, some of the past ones have broadened while others were fleeting


Source: Strategas as of 01.26.2023


JL: maybe a reflection of less restrictive conditions?


Source: Strategas as of 01.22.2023


Brad: The recently falling U.S. dollar surely playing a role in the embrace of risk assets


Source: Strategas as of 01.23.2023


Dave: but there’s also been a surprisingly decent flow of news from European economies


Source: Morgan Stanley as of 01.24.2023


John Luke: The yield curve continues to fire signals of economic weakness


Source: Strategas as of 01.18.2023


John Luke: yet employment has not yet shown signs of a weakening job market


Data as of 01.09.2023


John Luke: In fact, wage growth continues to surge especially at the lower end of the income spectrum


Data as of 01.20.23


John Luke: and job-switchers continue to command significant wage bumps


Data as of 01.20.2023


Dave: U.S. government debt expense is about to rise substantially due to higher rates


Source: Strategas as of 01.23.2023


Dave: yet banks continue to take advantage of consumers who don’t have an advocate or the time to seek a better deal


Data as of 01.09.2023


Derek: “Systematic” sounds helpful, but calendar-based strategies can lead to a wide range of outcomes

Data as of 01.24.2023





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