Charts of the Week: Dec: 29 – Jan. 2

Every so often, the data throws a bit of a curveball at you, and that’s essentially what the June payroll report did. But that’s also a cue to take a step back and focus on the big picture. Right now, the big picture is that the labor market is in fine shape. That’s good for …

As Barry wrote about yesterday, bonds have had a volatile year so far, and the payoff for the volatility we have seen is a barely positive return for the year for the aggregate bond market, including interest. Rates have moved higher across the yield curve, credit spreads have widened slightly, and bonds fell alongside equities …

In Episode 194 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take on the “June swoon” and the powerful market rotation shaking up underlying sector leadership. They analyze insights from Sonu’s time at the Economic Club of New York, covering Scott Bessent’s …