Charts of the Week
68% of GDP Is Due to Personal Consumption
September 15, 2023
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Roughly 40% of FDIC deposits in the U.S. are uninsured.
U.S. equity net issuance shrunk by $74 billion in the second quarter.
Some interesting charts from our recent posts
Today's topics include more on yesterday's inflation release, higher for longer, a bond bear is spotted in the wild, the correlation between stocks & bonds, is this time different for the yield curve?, crude oil supply/demand, and asking for a friend: White House checks in on oil supplies.
Year-over-year CPI rose in August, as anticipated, as the base effect from year-ago numbers is no longer helping drive inflation lower. Now the difficult part of the battle against inflation begins.
Today's topics include higher for longer vs. data dependency, inflation-adjusted income fell for third straight year in 2022, sentiment in U.S. stocks, the retail crowd loves T-bills, more on bond market positioning, the basis trade, and Saudi oil cuts bring volatility.
Permissionless II: Do We Still Need to Worry About Macro? featuring Jim Bianco, Jurrien Timmer & Mark Yusko moderated by Jack Farley.
Ever wondered about the pulse of the bond market? Or pondered which countries are in the lead when it comes to buying oil in these tumultuous times? Jim posits, and I think you’ll find this fascinating, that we’re operating in more of a unified world market than most of us are inclined to believe.
Today's topics include contrarians take note, headwinds to lower inflation, the state of the U.S. consumer, flows follow performance, Dudley on bank capital requirements, small cap underperformance, 0DTE, Mexico overtakes China as the biggest U.S. trade partner, and Kyle Bass on banks' exposure to office space.