Charts of the Week
Net Equity Issuance
September 20, 2024
U.S. equity net issuance rose by $236 billion in the second quarter.
U.S. equity net issuance rose by $236 billion in the second quarter.
A long-term look S&P 500 real earnings yield
Some interesting charts from our recent posts
Today's topics include the market got its supersized cut...now what?, Powell admits the neutral rate is 'significantly higher', the Fed cuts & the long end moves higher, Bowman is first FOMC governor to dissent since 2005, understanding Fedspeak, is a soft landing now in sight?, a chance for recent homebuyers to refi, and the jobs market
Today's topics include Timiraos goes out of his way to reiterate this is a close call, big bets on today's decision, stocks' reaction to rate cuts, the Japanification of China, checking in on the Fed's reverse repo facility, the Fed's deferred assets, comparing & contrasting CPI & PCE, and return to office
A 25 or 50 basis point cut does not matter in and of itself. But it will be taken as a signal of how far above the neutral rate the Fed thinks they are.
Today's topics include still no clarity on 25 vs. 50, what to expect if the Fed cuts 50, the BoJ's delicate task of zigging when everyone is zagging, slowing wage growth, fiscal spending, consumer confidence & the stock market, mortgage rates have to move much lower to affect housing market, and natural gas supply/demand
Jim Bianco joins Fox Business to discuss Wednesday's FOMC Meeting and Fed Policy with Charles Payne.
Today's topics include the 25 vs. 50 debate continues, looking beyond this week's meeting, is a unanimous vote really necessary?, the Fed vs. other central banks, stocks' response to rate cuts depends on reason for cuts, housing affordability, updating the Mag Seven vs. the rest, an eye on delinquent loans, and hedge funds short brent crude for first time since at least 2011