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Page 201 of 3384Conference Calls
Introducing Our Index & Our 2024 Outlook
December 18, 2023
A replay of our December 21, 2023 conference call
Newsclips
Quick Comments/What We’re Reading
December 18, 2023
Today's topics include the Fed vs. the markets, pulling future returns forward, bonds enter bull market territory, is the 2-year note the sweet spot?, stock market ownership, how low would mortgage rates need to go to entice sellers?, calls for China to reduce U.S. Treasury exposure, and bankruptcies on the rise now that Covid aid is gone
Newsclips
Cartoons
December 18, 2023
Newsclips
Quick Comments/What We’re Reading
December 15, 2023
Today's topics include how long will these bull runs last?, a real look at the melt-up in stocks, soft landing & stability are the consensus market bets, victory on inflation?, a quick change in Powell's tone, on market efficiency, how accurate is the Fed 1 year out?, strong dollar trade, and issues for credit in 2024
Newsclips
Cartoons
December 15, 2023
Charts of the Week
Breaking Down Debt in the U.S.
December 15, 2023
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper
Charts of the Week
Comparing the Value of Credit in the U.S. to GDP
December 15, 2023
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period.
Charts of the Week
Funding Gaps at Public and Private Pensions
December 15, 2023
Private pension funds typically have much smaller funding gaps than their government counterparts.
Charts of the Week
Defined Benefit Plans vs. IRAs
December 15, 2023
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.
Charts of the Week
Comparing Real Estate to GDP and Stock Ownership
December 15, 2023
Over the past couple quarters, households' real estate equity has trailed households' direct stock ownership.
Charts of the Week
Almost 68% of GDP Is Due to Personal Consumption
December 15, 2023
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.