Charts of the Week
Almost 68% of GDP Is Due to Personal Consumption
March 22, 2024
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Roughly 39% of FDIC deposits in the U.S. are uninsured.
U.S. equity net issuance fell by $197 billion in the fourth quarter.
A long-term look at SuperBowl TV viewers
Some interesting charts from our recent posts.
The Fed said the economy is improving and inflation is higher than expected, yet they still want to cut three times this year. Why? They think the federal funds rate is very restrictive. The market is reacting to potential rate cuts as "cheaper money coming" and launching into record territory. We fear this easy money will produce more inflation down the road.
Today's topics include parsing the dots, inflation 'bumps', not much detail on the taper yesterday, understanding Fedspeak, more on interest costs adding up, the risk for the BoJ moving forward, dispersion among Mag Seven returns, and the mutual fund turns 100
LOL. Seems like a good day to repost this. And you wonder why gold and BTC rocked after JayPow’s presser. They’re all in the bag for nominal growth through November. All of them. pic.twitter.com/yWGvDnjwf9 — Ben Hunt (@EpsilonTheory) March 21, 2024
Jim Bianco joins Fox Business to discuss today's FOMC Meeting, No Landing & the Bond Market with Charles Payne.
Today's topics include timing the rate cuts, an eye on liquidity, consumers feeling the squeeze from credit card debt, the haves and have-nots, comparisons to the 90's tech bubble, checking in on CD rates, options volume surpasses share volume, and the problems still facing the BoJ
Today's topics include Fed cuts: June or bust, Timiraos lays out the Fed's game plan for the year, updating the RRP's usage, Japan ends the era of negative rates, fund managers in risk-on mode, the correlation between the dollar & PE ratios, bank capital rules, and Bitcoin ETF outflows