Charts of the Week
Topics Covered This Week Include:
- Is China Responsible For The Divergence In FNM & FRE?
- Is China Responsible For The Divergence In FNM & FRE? – 2
- Ireland Keeps Widening
- Sovereign CDS Costs Not A Matter Of Immediate Concern
- Comparative U.S.-German Long-Term Note Yields Revisited
- U.S. Equities’ Negative Correlation With The Yen Remains
- The Latest On The Double Dip And The Markets
- Owners’ Equivalent Rent: An Update
- TIPS Breakeven Factors Do Not Show Deflation Concern
- Do TIPS Share FOMC’s Deflation Fear?
- Livestock And Relative Food Price Inflation
- Relative Financial Stock Performance During Bernanke Era
- Size-Dependent Value And Growth Relative Valuations
- The Euro Is Climbing Its Wall Of Worry
- Productivity And Employment
- Revisiting Prospective Net Treasury Risk And Return
- Rising Gold Relatively Neutral For U.S. Equities
- Extreme Price Change Frequency Rising For LT Bonds
- Different Yield Curve Measures And The Taylor Rule
- Partial Contribution Of Yield Curve To U.S. Equities Negative
- Revisiting Comparative Carries Into Indonesia
- Ethanol: The Gift That Keeps On Taking
- Canadian Dollar: Large Specs Rebuilding Net Long Positions
- 2 Yr T-Note Futures: Small Traders Carry The Torch For Shorts
Long Term Outlook
- The CRB Index and LT Interest Rates Back to 1790