Charts of the Week
Topics Covered This Week Include:
- Bank Funding – The Next Issue For European Banks
- Gulf of Mexico Rigs Continue To Plummet
- Global Petroleum Inventories
- Case Shiller Update
- OER Opens A Window On A Societal Change
- Owners’ Equivalent Rent: An Update
- The Deficit
- Foreigners Purchase $910 Billion Of U.S. Assets In Past Year
- Short-Term Interest Rates: When Low Is Not Low Enough
- Wheat Price Unlikely To Increase Relative Food Inflation
- Net Inflation Expectations Peaked In Advance Of Gold’s Highs To-Date
- Commodity Indices Offer Poor Inflation And Currency Protection
- Commodity-Linked Equities Remain A Dollar, Not A Commodity Trade
- U.S. Equities’ Negative Correlation With The Japanese Yen
- S&P 100 Daily Range Trends Over Past Year
- Goldman Sachs Still Seen At Risk
- BP: Past The Risk Of Ruin?
- Assessment Of August 10th FOMC Meeting
- Partial Contribution of VIX To U.S. Equities Approaching Zero
- Short-Term Forward Rates In U.S. & Japan
- Cheaper Yen Not Sparking Carry Trades
- Revisiting Month-End Duration Extensions For American Bonds
- Gold Futures: Funds Are Liquidating Longs
Long Term Outlook
- Long-Term Interest Rates Back To 1790