The Market in Pictures, April 28

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: The recession playbook has mostly filled in and markets seem to be adjusting   Source:...
April 2023 Rebalance Rationale

April 2023 Rebalance Rationale

The first quarter of 2023 started out with a bang. Q1 experienced what felt like three distinct market cycles condensed into three months. January experienced a perceived “Soft Landing” where inflation was seen as falling quickly while the economic data was on the...

The Market in Pictures, April 21

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: Looks like markets have restored expectations of 25 bps hike after wavering last month  ...

The Market in Pictures, April 14

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: Inflation comps get tougher in the next few months vs. the heart of the 2022 Ukraine spike...