Charts of the Week
Weekly Research Recap
November 17, 2023
Some interesting charts from our recent posts
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Quick Comments/What We’re Reading
November 16, 2023
Today's topics include discussing soft landing hopes, some pushback on the rate cutting narrative, the problems with bloated central bank balance sheets, massaging Treasury issuance, Dudley on Treasury market stability, a bond market pivot, more on housing's effect on inflation, Chinese wealth inequality, and 'tis the season?
Newsclips
Cartoons
November 16, 2023
Newsclips
Palladium Demand Continues to Decline
November 15, 2023
The shift to electric vehicles continues to accelerate. Demand for rare earth metals such as cobalt remains strong while demand for inputs to internal combustion engines like palladium declines.
Newsclips
Quick Comments/What We’re Reading
November 15, 2023
Today's topics include more on yesterday's inflation report, Timiraos calls an end to rate hikes, the markets' reaction to benign inflation, a soft landing?, the real cost of owning a home, valuing a low mortgage rate, and the rising cost of servicing debt
Newsclips
Cartoons
November 15, 2023
Newsclips
Inflation Watch – Goodbye Rate Hikes?
November 14, 2023
Inflation came in slightly lower than expected in October. In order for the year-over-year decline to continue, month-over-month CPI growth will have to average less than 0.15% the next couple months.
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Quick Comments/What We’re Reading
November 14, 2023
Today's topics include time to buy small cap stocks?, ICBC ransomware attack fallout continues, how long will QT last?, where do investors allocate capital in a higher rate enviornment?, higher rates slow CapEx spending, focusing on deficits, buying bonds, the price of gas, is high yield the trade of 2024?, the sad thing about consumer sentiment, clock running on another government shutdown, commercial real estate is really in a pickle, and shifting to T+1 settlement
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Cartoons
November 14, 2023
Newsclips
Q3 Earnings Update: Surprising Earnings Growth
November 13, 2023
We are coming to the end of Q3 2023 earnings season. S&P 500 operating earnings, initially expected to decline, saw a positive growth quarter.
Newsclips
Quick Comments/What We’re Reading
November 13, 2023
Today's topics include more on the fragility of November's bond market rally, projecting rate cuts, Bill Gross betting on disinverted curve, previewing tomorrow's CPI report, low-wage income growth falling fast, net interest income/expenses, banks continue to struggle, the shipping industry struggles, and regulating the basis trade