Conference Calls
The Election, the Fed, and the Markets
October 14, 2024
A replay of our October 17, 2024 conference call.
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Q3 2024 Earnings Preview
October 13, 2024
Q3 2024 earnings season begins this week. Expectations for Q3 earnings growth have fallen significantly since late 2023. It remains to be seen if companies can beat estimates at similar rates to past quarters.
Newsclips
Quick Comments/What We’re Reading
October 13, 2024
Today's topics include the problem with data dependency, stock yields vs. bond yields, Clarida chimes in on the neutral rate, higher long-term rates, still a lack of details on Chinese stimulus, and correctly predicting economic data is only half the battle
Newsclips
Cartoons
October 13, 2024
Newsclips
Quick Comments/What We’re Reading
October 11, 2024
Today's topics include the 'bumpy' last mile continues, how long does the equity bull market have to go?, can China pull of economic stabilization without equity euphoria?, the importance of inflation to markets is fading, remember the QE period was the outlier, more on the cost of groceries, additional commentary on the spike in repo rates, economic data & market shocks, and middle east escalation adds upside risk to oil
Newsclips
Cartoons
October 11, 2024
Charts of the Week
U.S. Rates Remain High Compared to Other Countries’ Rates
October 11, 2024
Long-term yields in the U.S. are higher than yields in 86% of the developed world.
Charts of the Week
Financial Conditions Remain Easy
October 11, 2024
The Federal Reserve cut rates in September while the US economy remains strong, inflation remains above the 2% target, and financial conditions are very easy.
Charts of the Week
Zuckerberg Now World’s Second Richest Person
October 11, 2024
Mark Zuckerberg recently overtook Jeff Bezos to become the second richest person in the world.
Charts of the Week
Revisiting Spot Bitcoin ETF Metrics
October 11, 2024
Taking another look at spot bitcoin ETFs
Charts of the Week
The Fed’s Footprint Continues to Shrink
October 11, 2024
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
Charts of the Week
Updating the Election Horserace – Are Betting Markets Manipulated?
October 11, 2024
The betting markets are taking their lead from the simple average such as the one calculated by Real Clear Politics. In other words, betting markets follow an identifiable rationale and are not diverging into a random pattern that would be associated with manipulation.