Charts of the Week
Topics Covered This Week Include:
- Is The Crowd Too Bearish?
- S&P 500 Drawdown
- Are U.S. Stocks Wildly Undervalued Given Earnings Estimates?
- Revisiting Size-Dependent Value And Growth Relative Valuations
- Revisiting S&P 500 & 3-Mth Treasury Bill Comparative Returns
- Equities Still Correlated Positively To Higher Short-Term Yields
- Measuring Gold’s Decline
- Manufacturing Jobs – Do They Matter Anymore?
- ISM Manufacturing Index’ Reversal Not Deterministic
- Currency Reserves
- ECRI Falls Again
- Chances Of A Double Dip Recession
- Refis Boom Again, Purchases Fall To New Lows
- R.I.P TALF
- Swap Spreads Still Signaling Narrower Corp. Credit Spreads
- Savings Rates And Asset Prices During The Keynesian Thermidor
- Corporate Yield Curves After The Bull Run
- Comparative Utility Yield Curves
- Comparative Financial Yield Curves Argue For Defensive Stance
- Does LIBOR Matter Anymore?
- U.K. Real Yields And Inflation Breakevens Revisited
- Asset Returns Differentiation At The G-20 Junction
- Partial Contribution Of 10-Yr Note Yields Decreasingly Positive For Equities
- Integrated Oils’ Relative Performance & Crude Oil Prices
- Revisiting Index Options Settlement’s Risk
- The Upside Bias Of Quadruple Witching Remains
- 10-Year Treasury Note Futures: No Trend-Followers Need Apply
Long Term Outlook
LT Interest Rates & YoY Change In CPO Back to 1801