Markets
Liquidity Measures Worth Watching
May 10, 2024
Several liquidity charts worth watching as the Fed's reverse repo facility continues to be drained
Several liquidity charts worth watching as the Fed's reverse repo facility continues to be drained
The Treasury Department's Office of Financial Research aggregates monthly SEC filings from money market funds to show industry-wide statistics.
How are major cities recovering from the pandemic? A good metric is public transportation ridership. It paints a picture of cities stalling at about two-thirds to three-quarters of its pre-pandemic volume.
A long-term look at the dollar pound exchange rate
Some interesting charts from our recent posts.
Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation with Charles Payne & Joseph Wang.
Time horizon matters. In the long term, calls for the end of the US dollar as the reserve currency grow louder. In the short term, wagers on a stronger dollar increase. What is driving bullish USD positioning?
Today's topics include additional measures to watch for signs of liquidity stress, the stock market can survive high rates, stocks for the long run, grading Fed communication, the VIX is not abnormally low given stock prices, underwater mortgages, corporate buybacks on the rise, and delinquencies
In the latest installment of Talking Data, Jim discusses whether yields will retest 5%.
Today's topics include America's debt problem, Kashkari on neutral, the 10% recession rule, checking in on the pandemic-era winners, more on Gross's declaration that bond funds are dead, inflation is really bad when new currency denominations must be printed, how will the BoJ unwind its stock holdings?, and stocks & commodities moving in tandem