Coins in the Couch Cushion

Coins in the Couch Cushion

by | Aug 22, 2025 | Chart of the Week

  There’s an interesting development happening in financial markets right now. Sure, it’s a little boring and technical, but it centers on something called the Reverse Repo Facility. I like to think of it as financial markets’ version of coins in the couch...
Setting Expectations

Setting Expectations

by | Aug 15, 2025 | Chart of the Week

  Despite all the headlines and big-picture drama this year, the stock market has been quietly following the historical, seasonal playbook pretty closely. As this week’s chart shows, the S&P 500’s path in 2025 has lined up closely with what typically happens...
Pressure Cooker

Pressure Cooker

by | Aug 8, 2025 | Chart of the Week

    The bond market is sending a clear message: it’s time for the Fed to start thinking about rate cuts. The chart above compares the 2-Year Treasury yield with the Federal Funds Rate, and right now, the 2-Year is trading well below the Fed’s upper...
I Dissent!

I Dissent!

by | Aug 1, 2025 | Chart of the Week

Cracks are starting to show inside the Federal Reserve, with multiple members breaking from the pack for the first time in over 30 years. Check out this week’s chart for a peek at the shift starting to form inside the Fed.

Tracking the Cycle

Tracking the Cycle

by | Jul 18, 2025 | Chart of the Week

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.