Crypto
Crypto Supply Inflation Rates
May 3, 2024
The most recent bitcoin halving should push the inflation rate of its circulating supply under 1%.
The most recent bitcoin halving should push the inflation rate of its circulating supply under 1%.
Passive ownership of stocks has exploded since the Great Financial Crisis spurred by low-cost ETFs and mutual funds.
Higher interest rates have deterred potential sellers from putting their house on the market.
A long-term look at real rates since 1800
Some interesting charts from our recent posts
In the latest installment of Talking Data, Jim discusses the Fed and the Quarterly Refunding Announcement.
Today's topics include the Fed takes a wait & see approach, previewing tomorrow's payrolls report, round two of BoJ intervention, understanding Fedspeak, is monetary policy's effectiveness dulled?, the Fed slows pace of QT, earning not providing the usual tailwind to stocks, and Maersk sees Red Sea disruptions lasting through 2024
Cocoa prices saw some of their wildest swings on record, only to finish the month almost unchanged. Bonds' slide in April have them once again tracking some of their worst YTD total returns on record.
Today's topics include anticipating a Fed pause, bearish bond wagers stack up, trading on central bank divergence, rates 'a real problem' for stocks, real returns, cost of labor, food inflation hurting lower incomes more, concern over treasury supply & QT, exiting low rate world for good, kicking debt can down the road, and damned if you do...
Retail money market funds saw outflows while U.S. citizens paid taxes, but inflows returned in the most recent week.