Currencies
The Dollar Accounts for More Than Half of All SWIFT Traffic
February 28, 2025
The dollar now accounts for more than half of all SWIFT traffic globally.
The dollar now accounts for more than half of all SWIFT traffic globally.
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
Since election day, the equity rally has stalled as investors become accustomed to a new paradigm of political uncertainty.
A long-term look at the cost of a Superbowl ad
Some interesting charts from our recent posts
Confidence surveys are meant to provide a read on broad sentiment on markets and the economy. What do recent readings mean for investors?
Today's topics include are the bears too bearish?, bond yields, comparing sector returns in the U.S. & Europe, inflation expectations in the U.S. & Europe diverge, today's tariff headlines, global defense spending, and 401(k) millionaires on the rise
In the latest installment of Talking Data, Jim discusses the market's response to the possibility of increased European defense spending.
Today's topics include consumer confidence takes a hit, government finances, hedge funds benefit from lower exposure to Mag 7 in 2025, an eye on German spreads, how much control does the White House have over long-term yields?, money supply, IIF says beware of bond vigilantes, and dockworkers finalize their big pay raise
The typical NATO defense spending calculus is changing fast. This impacts European economies in a way not considered just a few weeks ago. Markets are responding in kind.