Charts of the Week
Defined Benefit Plans vs. IRAs
September 20, 2024
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.
Over the past couple decades, households' real estate equity and direct stock ownership have moved in lockstep.
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Roughly 40% of FDIC deposits in the U.S. are uninsured.
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.