Markets
Peering at Today’s Market Through the Asset Bubble Lens
August 23, 2024
Given the recent selloff in markets, we update market valuations through the lens of common bubble characteristics.
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Page 113 of 801Central Banks
Updating the Fed’s Footprint
August 23, 2024
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
Long Term Charts
A Long-Term Look at Global Surface Temperatures
August 23, 2024
A long-term look at global surface temperatures
Weekly Digest
Weekly Research Recap
August 23, 2024
Some interesting charts from our recent posts
Talking Data Podcast
Talking Data – Why Retail Sales & Consumption Is Staying Strong
August 22, 2024
In the latest installment of Talking Data, Jim discusses the strength in consumer spending and consumption.
Financial News
Quick Comments/What We’re Reading
August 22, 2024
Today's topics include some perspective on yesterday's benchmark jobs revision, items for Powell to address at Jackson Hole, how many cuts in 2024?, gold as a hedge, global QT, the Mag Seven has underperformed this quarter, the FOMC minutes, and more global shipping problems
Humor
Cartoons
August 22, 2024
Markets
Why Retail Sales and Consumption Is Staying Strong
August 21, 2024
Recessions and crises change behavior. Government stimulus checks mailed during the pandemic told consumers they don't need to save as much. This is driving strong consumption and retail sales, keeping economic growth above potential. Such an economy does not need rate cuts.
Financial News
Quick Comments/What We’re Reading
August 21, 2024
Today's topics include investors will hang on Powell's every word at Jackson Hole, don't forget recession predictions are just guesses, bond bullishness, interpreting the bond market, federal spending was the cause of inflation, more carry trades, money market funds add nearly $90b in August, gold bullishness, dollar down on rate cuts ahead, artificial intelligence excitement dying out, and tipping in the United States causes consumer frustration
Humor
Cartoons
August 21, 2024
Financial News
Quick Comments/What We’re Reading
August 20, 2024
Today's topics include the BLS releases benchmark payrolls revisions tomorrow, in search of neutral, stock returns around Jackson Hole, hedge funds still love big tech, volatility of volatility, how can the Fed loosen an already loose economy?, the Fed makes or brakes an economic expansion, the BoJ may not be done hiking, and gold sees record prices
Humor
Cartoons
August 20, 2024