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Monthly Fund Flows – Money Market Inflows Returned After Tax Season
May 31, 2024
Retail money market funds saw outflows while U.S. citizens paid taxes, but inflows returned in May.
Newsclips
Quick Comments/What We’re Reading
May 31, 2024
Today's topics include Macrovoices, more higher-for-longer Fedspeak, higher yields are a headwind for stocks, spending shift?, three years to get to 2%, CRE hurting pensions, debt squeeze, currency stresses, home prices, and investing in India
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Cartoons
May 31, 2024
Charts of the Week
Price-Sensitive vs. Price-Insensitive Treasury Buyers
May 31, 2024
As foreign central banks and the Federal Reserve own a smaller portion of the U.S. Treasury market, price-sensitive buyers take on increased importance to bond price discovery.
Charts of the Week
Easing Financial Conditions & the Equity Rally
May 31, 2024
Since the Fed pivot, easier conditions have led to higher asset prices.
Charts of the Week
Comparing Inflation Rates Around the World
May 31, 2024
Between April 2021 and May 2022 U.S. core inflation was the highest in the developed world thanks to massive stimulus. Through April 2024, two thirds of developed countries had lower core inflation than the U.S.
Charts of the Week
DeFi Still the Biggest Use Case for Ethereum
May 31, 2024
The Ethereum Virtual Machine offers developers a way to create all kinds of different utility for the Ethereum blockchain. A quick breakdown of gas usage throughout the years shows how these uses have evolved.
Charts of the Week
The Fed’s Footprint
May 31, 2024
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
Charts of the Week
A Long-Term Look at Inflation-Adjusted Stock Indices
May 31, 2024
A long-term look at inflation-adjusted stock indices
Charts of the Week
Weekly Research Recap
May 31, 2024
Some interesting charts from our recent posts
Newsclips
Quick Comments/What We’re Reading
May 30, 2024
Today's topics include why aren't higher rates causing more pain?, Dudley thinks R* has shifted much higher, checking in on rate cut hopes, lots of issuance for the market to soak up in June, treasury seasonality, Fedspeak, monetary policy decoupling, and stock market concentration