The Market in Pictures, January 20

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: It’s great to see actual yield available for the first time since before the financial crisis...

The Market in Pictures, January 13

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:   Dave: Have we entered a new regime of how stocks and bonds interact?   Source: Strategas as of...
Q4 Recap and Chart Book

Q4 Recap and Chart Book

This is our biggie each quarter, pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path traveled to this point, helping to set...

The Market in Pictures, January 6

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:   Dave: Not many places to hide in 2022   Source: JP Morgan as of 12.31.22     Dave: and the only...

The Market in Pictures, December 30

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:   Dave: No shortage of big market stories this year, but among the most widely felt may be the...