Charts of the Week
Midterm Update: Trends Toward Republicans Continue
November 4, 2022
The midterm elections are Tuesday. Polls and betting markets continue to favor Republicans.
The midterm elections are Tuesday. Polls and betting markets continue to favor Republicans.
Energy costs in the United States have risen substantially in the past 18 months, contributing significantly to the rise in inflation. Natural gas accounts for the largest percentage of US energy generation and inventory levels are below trend.
As Xi's common prosperity initiative continues, the net worth of the richest Chinese citizens has dwindled.
A long-term look at P/E ratios
Some interesting charts from our recent posts.
Powell delivered a hawkish press conference, focusing on a higher terminal rate. Risk markets, like stocks, reacted with bitter disappointment.
Today's topics include the FOMC meeting, understanding Fedspeak, Lagarde's hawkish rhetoric, questioning the Fed's 2% goal, inflation & debt paradigm, updating Japan's bond purchases, higher pay vs. work-life balance, hedges are driving the dollar, mystery gold buyers, more on China being unreliable trading partners, and nowcasting inflation
Big tech, specifically social media companies, have struggled recently as investors realize growth doesn't last forever. Is this the end of big tech's dominance in indices?
Today's topics include today's FOMC meeting sets the table for December, profit margins & inflation, consumer saving/spending, savings rates vs. mortgage rates, stock seasonality amidst the upcoming election, and gauging the odds of recession
Polling has gotten more expensive. After years of bad calls, fewer are being conducted. For those that are left, even progressive political forecasters expect the polls to undercount Republicans.