Charts of the Week
Weekly Research Recap
November 22, 2024
Some interesting charts from our recent posts
Some interesting charts from our recent posts
Today's topics include how low will they go?, Fedspeak, 24/7 markets?, what's driving rates & stocks higher?, do the Chinese have a debt problem?, tight credit spreads unlikely to cheapen soon, Buffett's cash pile, and the AI bubble
Jim Bianco joins Bloomberg Radio to explain why the Fed does not need to cut interest rates with Tom Keene and Paul Sweeney.
Today's topics include the state of the U.S. consumer, stock market demographics, which types of tax cuts create growth?, cash is king, an alternative idea to fix the housing market, waiting on the next bear market to buy in, and traders shoot for the moon with bitcoin options
Today's topics include labor market tightness & inflation, breaking down inflation's contributors, the Fed's wait & see approach to Trump 2.0, insiders are selling, an eye on credit card delinquencies, Nvidia drives the market, foreign holdings of U.S. treasuries, corporate spreads remain near record tight, and a deep dive on the effect of tariffs
The Fed does not understand why long-term yields are rising. For now, it assumes the reason is unrelated to its policy. If they are wrong, more cuts will drive long-term yields higher and drag down the U.S. economy, potentially making matters worse.
Today's topics include sticky housing inflation, alternative inflation metrics, debt-to-income levels decline, big stock fund inflows, looks like another busy week for Powell's PR team, breaking down the federal workforce, suggestions for the Department of Government Efficiency, and BoJ continues to promise rate hikes
Today's topics include talkin' markets, Powell stresses Fed is in no hurry, rising rates in the face of Fed cuts, Fedspeak, cash still piling into money market funds, small-cap stocks, the housing market, and Japan caught between rock & hard place on rates