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.
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.
Mark Zuckerberg recently overtook Jeff Bezos to become the second richest person in the world.
Taking another look at spot bitcoin ETFs
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
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.
A long-term look at American farmland's decline
Some interesting charts from our recent posts
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.
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?
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