Charts of the Week
A Long-Term Look at the Decline of American Farmland
October 11, 2024
A long-term look at American farmland's decline
Search
Found 40600 Results
Page 133 of 3384Charts of the Week
Weekly Research Recap
October 11, 2024
Some interesting charts from our recent posts
Focused Research
Inflation Watch – A Slight Beat Doesn’t Change the Fed’s Narrative Much
October 10, 2024
September's inflation data came in slightly above expectations. The idea of a 50 basis point cut has quickly been taken off the table by traders.
Newsclips
Quick Comments/What We’re Reading
October 10, 2024
Today's topics include Timiraos weighs in on Fed minutes, eyes on QT & repo rate stress, more Fedspeak, is 2025 the year of the bond?, positioning for the risk of a hard landing, are investors ditching the China rally already?, short yen trade, health care inflation, crude oil volatility, a series of coincidences or unfortunate events?, and can AI meet the high return hurdle rate?
Newsclips
Cartoons
October 10, 2024
Newsclips
Quick Comments/What We’re Reading
October 9, 2024
Today's topics include previewing tomorrow's CPI report, what is the 'new normal' on inflation?, beating a benchmark as a bond fund is much different than equities, different groups experience inflation differently, an unknown Fed path increases volatility, checking on small business optimism, CBO says deficit has hit $1.8T, the case of vanishing cuts, market timing & irrational exuberance, the U.S. consumer stands alone, China's next 'whatever it takes' moment, BoJ sets forward guidance for next hike, and AI drives energy demand
Newsclips
Cartoons
October 9, 2024
Newsclips
Quick Comments/What We’re Reading
October 8, 2024
Today's topics include 10-year yields above 4%, Fed officials preach patience & balanced approach, John Williams sees path to soft landing, still waiting for details on Chinese stimulus, bull markets don't die of old age, the economic reality of tariffs, previewing big bank earnings, the pace of the gold rally, and the case for the dollar
Newsclips
Cartoons
October 8, 2024
Newsclips
The Bond Debate
October 7, 2024
On Friday, Jim participated in a bond market debate with David Rosenberg, moderated by Bill Fleckenstein. They discussed the proper level for interest rates, among other topics.
Newsclips
Quick Comments/What We’re Reading
October 7, 2024
Today's topics include the market's reaction to the payrolls report, measuring post-election volatility, recalibrating rate cut hopes, U.S. vs. European savings rates, a note on the Sahm Rule, insiders have their doubts on stocks, housing supply & demand in the South, previewing earnings season, and credit card rates on the rise