Charts of the Week
Are Bank Reserves “Ample”?
March 13, 2026
As Treasury issuance continues exploding higher, bank reserves are being stretched thinner and thinner as a source of liquidity.
As Treasury issuance continues exploding higher, bank reserves are being stretched thinner and thinner as a source of liquidity.
Homebuyers enjoyed a relatively affordable market in the decade following the housing crash. The recent rise in prices and mortgage rates put homeownership out of reach for many prospective first-time buyers.
While everyone focuses on AI, defense stocks have crushed all other major market themes since Trump took office.
Although tokenized assets are a drop in the bucket compared to real-world assets, their growth has been remarkable.
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
A long-term look at objects in space
A review of our recent research
Wednesday Iran attacked shipping and ports from the north end of the the Persian Gulf to the Oman Port of Salalah, 1500 miles to the south. The market is worried the U.S. military does not have a plan to neutralize this threat. Brent oil is back above $100.
Commentary & analysis of selected stories on March 12, 2026
Real wages grew a solid 1.7% in the year ending February, but consumers have lost purchasing power since the end of the Covid recession.
Commentary & analysis of selected stories on March 11, 2026
Commentary & analysis of selected stories on March 10, 2026