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Inflation Watch – The Easy Months of Disinflation Continue
June 13, 2023
Year-over-year CPI declined in May, as anticipated. June's CPI release will be the last window of opportunity for inflation to fall by a large degree. The question is how far it will fall before 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
June 13, 2023
Today's topics include Timiraos sets the table for a Fed skip, stop applying pre-covid mindset to current market, high yield defaults on the rise, the housing market, the rental market, office occupancy rates, and checking in on the world's richest
Newsclips
Cartoons
June 13, 2023
Conference Calls
Dissecting a Busy Week: Treasury Issuance Ramps Up, May CPI & the FOMC Meeting
June 12, 2023
A replay of our June 15, 2023 conference call.
Newsclips
The Week Liquidity Gets Tested
June 12, 2023
In the next 48 hours, the Treasury will issue $290 billion of securities. This will tell us much about liquidity and the market impact of refilling the Treasury's General Account (TGA).
Newsclips
Quick Comments/What We’re Reading
June 12, 2023
Today's topics include previewing this week's FOMC meeting, rethinking the link between wages & inflation, cracks in the U.S. economy, Barron's cover story makes the bull case, stocks & bonds telling conflicting stories, real estate loans still a risk to banks, profit margins remain high, the housing market's supply shortage, and more problems at U.S. ports?
Newsclips
Cartoons
June 12, 2023
Newsclips
Quick Comments/What We’re Reading
June 9, 2023
Today's topics include Treasury offers guidance on the TGA's rebuild, economists expect a hawkish pause, the Bank Term Funding Program continues to grow, traders getting overly optimistic on stocks?, tech stock outflows, stocks & bonds not on same page, the odds of recession, and crypto funding
Newsclips
Cartoons
June 9, 2023
Charts of the Week
Profiling the Mutual Fund & ETF Universe
June 9, 2023
52% of households owning mutual funds make more than $100k per year.
Charts of the Week
The Divide Between Active and Passive Fund Fees
June 9, 2023
Active equity funds continue to charge 10x the fees of passive equity funds.