Payrolls beat expectations for a record 11th straight month. Despite another beat, the fed funds market remains split on whether the Fed will hike 25 basis points or 50 basis points on March 22.
Today's topics include stocks still dependent on Fed signals, central bank balance sheets, reshoring chip production not going smoothly, betting against the BoJ, commercial real estate might be in trouble, uncertainty ahead for Japan, raising prices, and an update on China's reopening
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 correlations are trending in the right direction for hedge funds hoping to pick up some alpha, the market is not yet a stock picker's paradise.
The dollar and the euro account for 78% of all global payments through SWIFT.
There has been a notable shift in attitudes toward cash as rates continue higher and traditional investments such as equities and bonds have underperformed.
Over a quarter of all ETH is currently held in a smart contract, much of which is being used to lend, borrow, or provide liquidity for DeFi protocols.
A long-term look at "real" S&P 500 total returns
Some interesting charts from our recent posts
Risk can not be destroyed, only transformed. Understanding the mechanics of 0DTE on an intraday basis can give insight into understanding risk in a new market envoirnment.
Today's topics include the yield curve's lead time, the jobs market, don't give up on TINA just yet, ARK raking in fees, stock buyback pledges, more on Janice Eberly as candidate for Fed Vice Chair, corporate bond flows, and Silvergate to wind down