Charts of the Week
A Long-Term Look at Real Rates Since 1800
May 3, 2024
A long-term look at real rates since 1800
A long-term look at real rates since 1800
Some interesting charts from our recent posts
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.
Q1 2024 earnings season is underway. Expectations are positive but have declined significantly since the start of the year even as the U.S. economy beats expectations.
Today's topics include are rising rates good or bad for stocks?, in search of neutral, the Treasury's coffers are full after tax payments, wild yen trading, the problems caused by a rising dollar, Nvidia contrarian sell?, the Fed's third mandate, measuring Fedspeak sentiment, banks slowly raising deposit rates, and the effect of credit scores on mortgage rates
Today's topics include are rising rates good or bad for stocks?, in search of neutral, the Treasury's coffers are full after tax payments, wild yen trading, the problems caused by a rising dollar, Nvidia contrarian sell?, the Fed's third mandate, measuring Fedspeak sentiment, banks slowly raising deposit rates, and the effect of credit scores on mortgage rates