Focused Research
Total Return Review – Bonds’ Bad Month & Gold’s Great Year
November 1, 2024
The 10-year lost 3.60% on a total return basis in October, marking one of its worst monthly returns since the pandemic. Gold continues its great year.
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Quick Comments/What We’re Reading
November 1, 2024
Today's topics include volatility accelerates, tech takes an earnings hit, China stimulus could be boosting manufacturing activity, U.S. oil production, is the massive AI spend paying off?, election trades, buying an index with stocks at record highs, and Jim talks bitcoin
Newsclips
Cartoons
November 1, 2024
Charts of the Week
World Economic Output by Country
November 1, 2024
The U.S. makes up over a quarter of world GDP. China and Japan have swapped spots in terms of economic output over the past several decades.
Charts of the Week
The Rise of Price-Sensitive Treasury Buyers
November 1, 2024
As foreign central banks and the Federal Reserve own a smaller portion of the U.S. Treasury market, price-sensitive buyers take on increased importance to bond price discovery.
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.
Charts of the Week
Election Betting Update – Even the Polls Are Too Close to Call
November 1, 2024
The betting markets and polls paint the picture of an election that is too close to call.
Charts of the Week
Bullish Options Trading Screeches to a Halt
November 1, 2024
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.
Charts of the Week
The Fed’s Footprint in the Bond Market
November 1, 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
A Long-Term Look at Crude Oil & Gasoline Prices
November 1, 2024
A long-term look at crude oil & gasoline prices
Charts of the Week
Weekly Research Recap
November 1, 2024
Some interesting charts from our recent posts
Newsclips
Fund Flows – Money Market Funds Still Seeing Big Inflows Despite Fed Cut
October 31, 2024
Assets in money market funds recently rose to $6.4 trillion. Do not expect this cash to be deployed in risk assets anytime soon.