Newsclips
What We’re Reading
March 31, 2026
Commentary & analysis of selected stories on March 31, 2026
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Page 27 of 3388Focused Research
Iran and Ukraine Are Showing the Cost of War
March 30, 2026
Iran is proving that war no longer belongs to whoever owns the biggest ships and the most expensive missiles. Cheap mass-produced drones can now threaten oil, trade, and stability at a fraction of the cost. If the West cannot adapt fast, markets will price a more violent, riskier world.
Focused Research
CoT Commentary: Large Specs Shift Treasury Positioning
March 30, 2026
Large speculators are shifting their Treasury net positions across the curve.
Newsclips
What We’re Reading
March 30, 2026
Commentary & analysis of selected stories on March 30, 2026
Newsclips
What We’re Reading
March 27, 2026
Commentary & analysis of selected stories on March 27, 2026
Charts of the Week
Breaking Down Debt in the U.S.
March 27, 2026
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper
Charts of the Week
Comparing the Value of Credit in the U.S. to GDP
March 27, 2026
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period.
Charts of the Week
Funding Gaps at Public and Private Pensions
March 27, 2026
Private pension funds typically have much smaller funding gaps than their government counterparts.
Charts of the Week
Comparing Real Estate to GDP and Stock Ownership
March 27, 2026
Over the past couple decades, households' real estate equity and direct stock ownership have moved in lockstep.
Charts of the Week
Defined Benefit Plans vs. IRAs
March 27, 2026
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.
Charts of the Week
Almost 68% of GDP Is Due to Personal Consumption
March 27, 2026
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Charts of the Week
Net Equity Issuance
March 27, 2026
U.S. equity net issuance rose by $1.6 trillion in the fourth quarter.