Charts of the Week
Weekly Research Recap
September 29, 2023
Some interesting charts from our recent posts.
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Quick Comments/What We’re Reading
September 29, 2023
Today's topics include 5% 10s!, options expiration today, government shutdown worry, hedge fund leverage, powell emphasizes the importance of communication, more inflation concerns, fear in markets, oil prices close in on $100, japanese yields soar, are banks embracing WFH?
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Cartoons
September 29, 2023
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Quick Comments/What We’re Reading
September 28, 2023
Today's topics include checking in on treasury returns, how much does China's slowdown factor into Fed policy?, quantifying the effects of a government shutdown, crude closing in on $100, manipulating stocks options?, an index for dispersion trading, small caps feeling the pinch of higher rates, the rising cost of owning a home, and a comical take on market messages
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Cartoons
September 28, 2023
Newsclips
Quick Comments/What We’re Reading
September 27, 2023
Today's topics include the effects of a potential government shutdown, when flows do not follow performance, updating the stock market's decline, more on household savings, a sign real yields are restrictive, companies feeling the pinch of higher rates, comparing China to Japan, and how Russia circumvents oil sanctions
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Cartoons
September 27, 2023
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The Changing Labor/Management Relationship
September 26, 2023
The pandemic has swung the labor/management relationship in favor of labor. "Stickier" inflation and higher interest rates will result.
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Quick Comments/What We’re Reading
September 26, 2023
Today's topics include Jamie Dimon on the funds rate, feeling the pinch of higher rates, the basis trade, dwindling savings, Moody's warns on a U.S. shutdown, 0DTE options, measuring gas prices as a percent of disposable income, and the reason for rising rates matters to tech stocks.
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Cartoons
September 26, 2023
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A Historical Perspective of R*
September 25, 2023
The 2009 to 2020 period might be the outlier for interest rates, not the norm. So, hoping R* will return to this outlier period when the inflation landscape has changed will prove to be misplaced.
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Quick Comments/What We’re Reading
September 25, 2023
Today's topics include inflation going down but costs still high, private zombies, Ackman's bond short, beating a dead horse: back-to-office trend, stock bond correlation & diversification, $100 oil, more on the labor market, finding more growth in higher-for-longer environment, and risks that come with higher rates