Markets
Defined Benefit Plans vs. IRAs
March 14, 2025
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.
Over the past couple decades, households' real estate equity and direct stock ownership have moved in lockstep.
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Roughly 41% of FDIC deposits in the U.S. are uninsured.
U.S. equity net issuance rose by $1.14 trillion in the fourth quarter.
A long-term look at CPI
Some interesting charts from our recent posts
Today's topics include more on yesterday's inflation release, threatening a government shutdown, the stagflation play, wages & savings by income groups, Trump's desire for lower crude oil prices, the case against the Mar-a-Lago accord, buy the dip?, Michelle Bowman getting a promotion, and a look back at BTFP borrowing after silicon valley bank failed
Month-over-month inflation came in lower than expected for the first time since July 2024. With other macroeconomic issues dominating headlines, this did not alter traders' opinions about future rate cuts much.
In the latest installment of Talking Data, Jim discusses the recent selloff in risk assets.
Today's topics include short-term volatility, how is the U.S. consumer looking?, searching markets for recession signals, El-Erian opines on market shift, corporate spreads to widen from historically tight levels, job openings increased but the labor market is strong, how much can we talk about uncertainty?, what is working & not working in the market selloff?, higher rates in Japan, and bleak air travel demand