Charts of the Week
Topics Covered This Week Include:
- Inflation Drives Fed Policy For Now
- When Uncertainty Becomes Certain
- Who Is Speculating In Commodities?
- Central Bank Treasury Activity Is Dominated By Japan
- How/Why Foreigners Buy Treasuries
- Treasury Holdings
- Now We Should Look For A Slowdown
- Booming Emerging Market Flows – Half An Idea
- Are ETFs Taking Over?
- ARMs Payments Versus Interest Income – An Offest?
- Detailing The Trade Deficit
- Consumer Confidence – What Is It Tracking?
- What Drives The President’s Approval Rating?
- Housing – Rising Supply Weakens Prices…
- …But House Prices Have Lagged Bonds And GDP
- The Demand-Pull Effect On Copper Prices
- Commodity Substitution: The Case Of Palladium
- TIPS And Treasuries: The Same Thing?
- Do TIPS Forecast Inflation?
- 30-Year Bond Futures: Speculators Near Net Short Extreme
- Corporate Bond Option-Adjusted Spread
Long-Term Look
- 152 Years Of Expansion And Recession