Markets
Liquidity Measures Worth Watching
March 28, 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
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
A long-term look at electricity power generation
Some interesting charts from our recent posts
Jim Bianco joins Fox Business to discuss "No Landing," Post-Lockdown Economy & the Neutral Rate with Charles Payne.
In the latest installment of Talking Data, Alex discusses monetary policy restrictiveness and the assumptions being made by the Fed.
Today's topics include economists are more hawkish than the Fed despite similar economic outlooks, persistent inflation, a new norm for spending?, renting vs. owning, breaking down household wealth gains, small caps vs. large caps, the yen, and more on AI's potential effect on productivity
Today's topics include detailing the reasons the neutral rate may now be higher, Fed officials' thoughts on inflation, El-Erian's thoughts on inflation targeting, the rising pile of debt, comparing valuations in the U.S. & EU, gas prices expected to rise, stocks to continue rallying?, office rents living in fantasyland, and SWIFT building CBDC platform
Today's topics include the 'everything but bonds' rally, everything hinges on your estimate of neutral, betting on rate cuts, will the Fed focus on jobs over inflation?, sizing up the Treasury market, banks' interest income, record corporate bond inflows, the short vol trade, and bitcoin ETF outflows