Charts of the Week
A Long-Term Look at U.S. Farmland
October 20, 2023
A long-term look at U.S. farmland
A long-term look at U.S. farmland
Some interesting charts from our recent posts
Today's topics include Fed policy expectations heading into Powell's speech, post shutdown economy, the odds of a recession, some hope for the 60/40 portfolio after a terrible year?, stock/bond correlation, the U.S. vs. Europe, mortgage rates hit 8%, modeling the cost of money, and watching word counts in the beige book
Today's topics include Dudley on QT, 2-year note hits 17-year high, retail sales, modeling term premium, BoJ & yield curve control, Treasury liquidity, cost of healthcare in the US, debt & deficit, and Chinese economic expansion?
Today's topics include volatility in the bond market, term premium, the state of the consumer, junk bonds approaching 10% yields, the cost of refilling oil reserves, and monitoring Russia's crude oil shipments
Q3 2023 earnings season starts this week. S&P 500 operating earnings are expected to decline further in Q3, marking the fourth consecutive quarter of negative earnings.
Today's topics include there's always next year for the bond market, bear steepeners, monetary policy's supply-side effects, Yellen admits higher interest rates may persist, happy anniversary to the bull market, the housing market, and an eye on consumer stocks
The Covid-19 pandemic created excess consumer savings as spending slowed and fiscal stimulus bolstered household incomes. Americans' ability to spend down excess savings has proven enough to bolster the economy. How long can it last?