Charts of the Week: Feb. 23-27

Thanks for reading this week’s Charts of the Week. This week’s charts focus on the current oil situation, inflation, macro data, and how real assets may help during periods of elevated inflation. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: Mar. …

By Blake Anderson, CFA®, Associate Portfolio Manager Investors received concrete proof points that LLMs and chatbots are beginning to act as business generators, not just efficiency imperatives. What began as an internal productivity story is steadily evolving into a top-line growth narrative. Instead of merely reducing costs, AI interfaces are increasingly shaping customer discovery, influencing …

The February payroll report was an ugly one, and a bit of a mess. The economy lost 92,000 jobs in February, whereas forecasters projected a gain of 55,000.  We saw significant revisions for the last two months as well: December payrolls were revised down by 65,000, from +48,000 to -17,000. January payrolls were revised down …