Charts of the Week
Options Traders Bought Calls in the First Half Rally
July 14, 2023
As the S&P 500 raced towards a bull market in the first half of 2023 driven by an AI stock boom, bullish options volume began to rise.
Search
Found 40604 Results
Page 238 of 3384Charts of the Week
Supply Chains Weathered the Storm
July 14, 2023
Supply chains faced long wait times and extreme cost of goods during the COVDI-19 pandemic. As of July 2023, supply chains are showing their least stress of this century.
Charts of the Week
A Long-Term Look at Improving Miles Per Gallon Numbers
July 14, 2023
A Long-Term Look at Improving Miles Per Gallon Numbers
Charts of the Week
Weekly Research Recap
July 14, 2023
Some highlights from our recent posts.
Newsclips
A Bond Rally In The Offing?
July 14, 2023
Over the last several days, fixed-income markets have been attempting to reverse yields lower. Driving this is a belief that inflation has been vanquished. With crude oil rallying and a base effect pushing year-over-year inflation higher, the Fed might not see it this way.
Newsclips
Quick Comments/What We’re Reading
July 14, 2023
Today's topics include a good explanation of why no one knows what comes next, global stock rally, UPS strike costs add up, past "peak globalization", a dovish PBOC, some believe the inflation fight is over, some don't, some aren't sure, excess savings, looking ahead for commerical real estate, and avoiding US Dollar long positions
Newsclips
Cartoons
July 14, 2023
Newsclips
Quick Comments/What We’re Reading
July 13, 2023
Today's topics include the S&P 500's return since the start of the Fed's hiking campaign, assessing the inflation fight, checking on junk bond market, Howard Marks says watch for market cycles, watching bank earnings for net interest margins, betting against the dollar, how big is too big?, less inverted yield curve, and the impact of remote work
Newsclips
Cartoons
July 13, 2023
Newsclips
Inflation Watch – The End of Easy Disinflation
July 12, 2023
Year-over-year CPI declined by more than expected in June. This CPI release was the last window of opportunity for inflation to fall by a large degree. Now that we are through June CPI, year-ago numbers start to make further declines more difficult. Running through several scenarios offers some perspective on inflation’s future growth rate.
Newsclips
Quick Comments/What We’re Reading
July 12, 2023
Today's topics include fighting the last war, a retort to Barr's bank capital comments, Nasdaq special rebalancing reduces big tech weight, alternative methods of measuring inflation, checking back on the BoJ's yield curve control policy, beware of the meme stock return, how tight are financial conditions really?, cashing out of US equities, and who gets to work from home?