Charts of the Week
A Flood of T-Bill Issuance
November 10, 2023
T-bills are accounting for a rising percentage of outstanding debt in the U.S., surpassing the 20% limit typically advocated by the TBAC.
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Updating the Divergence Between HY Spreads & Lending Standards
November 10, 2023
Worsening loan conditions have yet to send high-yield spreads wider. It is worth noting the index contains higher quality bonds than in past crises.
Charts of the Week
Consumers See Worse Credit Availability vs. One Year Ago
November 10, 2023
With excess savings dwindling, consumer loan data takes on increased importance.
Charts of the Week
An Update on Remote Work
November 10, 2023
Key card swipes, public transportation, and mobile phone usage all point to office usage settling in around 2.5 to 3 days a week in the office.
Charts of the Week
Alternative Measures of the Housing Market
November 10, 2023
The number of homes sold each month has fallen considerably from the January 2021 high. In September, 405k homes were sold.
Charts of the Week
Seasonality Lowering Energy Prices in the U.S.
November 10, 2023
The United States can generate energy from a range of resources, but its main source is natural gas. Natural gas has two big uses: electricity generation and space heating. Because of its use in space heating, natural gas usage tends to be highly seasonal.
Charts of the Week
A Long-Term Look at Real Rates
November 10, 2023
A long-term look at real rates
Charts of the Week
Weekly Research Recap
November 10, 2023
Some interesting charts from our recent posts
Newsclips
Short Squeeze or New Bond Rally?
November 9, 2023
The recent rally in bonds looks like a short cover rally with little follow-through. The larger downtrend in prices, or uptrend in yields, is still intact.
Newsclips
Quick Comments/What We’re Reading
November 9, 2023
Today's topics include do Treasury auctions matter?, pricing in global rate cuts, yield curve control in the U.S.?, poking holes at the goldilocks economy, more Fedspeak, the BoJ leans dovish when dealing with inflation, zombie firms, bond market uncertainty, and quantifying the pain in commercial real estate, secular inflation
Newsclips
Cartoons
November 9, 2023
Newsclips
Quick Comments/What We’re Reading
November 8, 2023
Today's topics include still betting on a pivot, the government's interest costs continue to rise, is the Sahm Rule temporarily broken?, Fedspeak, the easy part of the fight against inflation is over, misunderstanding the basis trade, credit card delinquencies on the rise, and bond bulls remain resolute