The World Reprices
Yields are up, but stocks don’t seem to care. This week’s chart unpacks the disconnect.
Tracking the Cycle
Can seasonality tell us anything useful about the future course of the stock market? Check out this week’s chart, where we breakdown the Cycle Composite for 2025.
Mixed Messages
This week’s chart shows a widening split between bonds and stocks. One is bracing for cuts, the other is betting on strength—both can’t be right.
No More Cutting
We’ve gotten some encouraging news on the earnings front lately. As this week’s chart shows, after months of steady cuts, analysts have finally stopped lowering their S&P 500 earnings estimates. Each line in the chart tracks the year-over-year growth...
Big Bounce
Stocks have come roaring back since April, and this week’s chart shows why it’s catching attention. Among past corrections, this rebound is the fastest and strongest by far.
How It’s Built
Think all funds are taxed the same? This week’s chart shows why ETFs are often the smarter choice for tax-sensitive investors—and how that gap has grown even wider in 2024.