Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence:


John Luke: Looking out at some possible ranges for CPI over the next 3-6 months


Data as of 10.12.2022



Brad: Another way to look at the wide range of outcomes, depending on how prices change over the coming months



Source: Strategas as of 10.13.2022



Dave: 25% drops in the S&P 500 are not fun, but reward:risk has been solid from that level





Dave: and the positive of a bear market is that speculative froth gets taken out. 2021 had a lot of overpriced junk



Source: Strategas as of 10.07.2022



John Luke: helping set small-cap valuations to a historically significant discount



Data as of 10.03.2022


Dave: Earnings estimates are finally moving towards reality





John Luke: The % of countries in economic contraction has been rising




John Luke: but through some quirks with some of the data, this estimate has the US undergoing a renewed growth path


Data as of 10.12.2022


John Luke: and maybe US can get through this patch with minimal contraction



Data as of 10.07.2022


Dave: A unique feature of the post-COVID economy has been fiscal discipline by US corporations



Source: Bernstein as of 10.11.2022




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