Charts of the Week
A Long-Term Look at Tariff Rates in the U.S.
March 7, 2025
A long-term look at tariff rates in the U.S.
A long-term look at tariff rates in the U.S.
Some interesting charts from our recent posts
Volatility measures are moving higher in anticipation of major geopolitical and economic changes in the United States. It remains to be seen if markets will exhibit the level of realized volatility expected ahead.
Today's topics include talkin' markets, global yields jump higher, previewing tomorrow's payrolls report, the Trump put vs. uncertainty, tariff opinions, volatility as an investment factor, NY Fed official sees no need to end QT yet, and Summers concerned about dollar's status
Today's topics include Discussing markets & the economy, German yields jump on massive spending deal, Trump & Bessent signal they are OK with stock selloff, bracing for volatility, the odds of recession are rising from low levels, Timiraos talks stagflation, Fedspeak, questioning the dollar's reserve currency status, and ex-U.S. stock returns
Today's topics include GDPNow takes yet another hit, today's tariff headlines, Fedspeak, wealth effect propping up the economy, global debt, record volume for 0DTE options, and Tether vs. USDC
Jim Bianco is looking ahead to the State of the Union address, and says the market is missing increased European defense spending. He’s also waiting for payrolls data on Friday, particularly the revisions. He also discusses the potential of a U.S. Crypto Reserve, with some major words of warning.
Q4 2024 earnings season has reached the final few reporters. Growth beat prior expectations even as Nvidia underwhelmed.
Ten-year yields have now declined seven weeks in a row, marking one of the longest streaks of the past couple decades.