Financial News
Quick Comments/What We’re Reading
July 5, 2024
Today's topics include shipping rates going up, big in Japan, peak Nvidia?, need more work on inflation, how should you invest?, and liquidity update.
Today's topics include shipping rates going up, big in Japan, peak Nvidia?, need more work on inflation, how should you invest?, and liquidity update.
A long-term look at interest rates
A long-term look at federal debt & deficit
A long-term look at real S&P 500 total returns
A long-term look at Case Shiller's real home price index
A long-term look at crude oil & gasoline prices
A long-term look at the unemployment rate
A long-term look at global population growth
A long-term look at the cost of movie tickets
In the latest installment of Talking Data, Jim discusses why we should not rely on the pre-pandemic economy when forecasting the post-pandemic economy.
Today's topics include previewing the payrolls report, Powell reiterates a wait-and-see approach, another lost decade?, a strong first half often leads to a strong second half for stocks, the AI revolution, politics' effect on Treasuries, your daily update on stock market concentration, and housing affordability.