The Market in Pictures, May 27

by | May 27, 2022 | Blog, Charts, Market Updates

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:

1) JL: hard to believe Fed Funds rate is still only 1% given the CPI backdrop, real yields are quite negative


Source: Bianco Research as of 5/25/2022


2) Dave: the majority of stocks have already dropped >20%, maybe the S&P just finally caught up.


Source: PSC as of 5/23/2022


3) Brad: and what’s odd is performance and flows aren’t following their usual script:

Source: Strategas 5/23/2022


4) JD: looks like a bit of room for the Energy : Tech spread to keep narrowing?


  Source: The Felder Report, 5/20/2022


5) Joseph: and to confirm where capacity lies, look who has added workers, and who has reduced. Or better word…slashed workers!


Source: Strategas 5/24/2022





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