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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