Charts of the Week
Consumption Still Going Strong
November 1, 2024
Personal consumption accounted for 2.46% of GDP's 2.80% rise in the third quarter.
Personal consumption accounted for 2.46% of GDP's 2.80% rise in the third quarter.
The betting markets and polls paint the picture of an election that is too close to call.
The S&P 500 has rallied nearly 20% in 2024 yet bullish options positions initiated plummeted in September and volume has remained at these low levels since.
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
A long-term look at crude oil & gasoline prices
Some interesting charts from our recent posts
Assets in money market funds recently rose to $6.4 trillion. Do not expect this cash to be deployed in risk assets anytime soon.
Today's topics include previewing tomorrow's payrolls report, discussing valuations, easy monetary policy & asset bubbles, an economic sweet spot, understanding sentiment & inflation, the cost of housing, reactions to the UK budget, China injects liquidity through PBOC, and BoJ holds firm while indicating commitment to further rate hikes in necessary
A look at the size of various markets compared to the U.S. economy
Today's topics include a rise in consumer confidence, what is driving the dollar rally?, when do rates take a toll on stocks?, entering a hot period for stocks despite blistering rally, political uncertainty & geopolitical risk, the election & markets, pre-election currency volatility, more eyes on gold, demand tailwinds, and a visual representation of China's housing crisis