Data Reports
Monthly Fund Flows – Money Market Inflows Returned After Tax Season
May 31, 2024
Retail money market funds saw outflows while U.S. citizens paid taxes, but inflows returned in May.
Retail money market funds saw outflows while U.S. citizens paid taxes, but inflows returned in May.
Today's topics include Macrovoices, more higher-for-longer Fedspeak, higher yields are a headwind for stocks, spending shift?, three years to get to 2%, CRE hurting pensions, debt squeeze, currency stresses, home prices, and investing in India
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.
Since the Fed pivot, easier conditions have led to higher asset prices.
Between April 2021 and May 2022 U.S. core inflation was the highest in the developed world thanks to massive stimulus. Through April 2024, two thirds of developed countries had lower core inflation than the U.S.
The Ethereum Virtual Machine offers developers a way to create all kinds of different utility for the Ethereum blockchain. A quick breakdown of gas usage throughout the years shows how these uses have evolved.
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 inflation-adjusted stock indices
Some interesting charts from our recent posts
In the latest installment of Talking Data, Jim discusses the state of the U.S. deficit.
Today's topics include why aren't higher rates causing more pain?, Dudley thinks R* has shifted much higher, checking in on rate cut hopes, lots of issuance for the market to soak up in June, treasury seasonality, Fedspeak, monetary policy decoupling, and stock market concentration