Charts of the Week
Weekly Research Roundup
October 14, 2022
Some interesting charts from our recent posts
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Inflation Watch – A Window for Lower CPI the Next Nine Months?
October 13, 2022
CPI came in above expectations yet again. In fact, headline inflation has only come in below expectations twice in the past twenty months. Projecting where inflation will be at year-end is an impossible task, but running through several scenarios offers some perspective.
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Quick Comments/What We’re Reading
October 13, 2022
Today's topics include bond investors & a new era of higher rates, volatility gripped market, risk of a financial accident, central banks fell behind, high end NYC rental prices continue higher, Fed minutes show the unlikeliness of a pivot, pension crisis led to Gilt crisis, and crypto skepticism
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Cartoons
October 13, 2022
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Previewing Tomorrow’s Inflation Report
October 12, 2022
All eyes are on Thursday's CPI report as a higher-than-expected reading could keep the Fed in an ultra aggressive mindset. Here is what the market expects heading into the release.
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Quick Comments/What We’re Reading
October 12, 2022
Today's topics include the BoE has a communication problem, the IMF's grim outlook, more on Jamie Dimon's bearish view, the yen's slide continues, Yellen on the dollar, and earnings season
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Cartoons
October 12, 2022
The 2020's in a nutshell: pic.twitter.com/TOQD345Psd — rektdiomedes (@rektdiomedes) October 6, 2022
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Q3 2022 Earnings Season Preview
October 11, 2022
Earnings growth expectations have started coming in lower, but despite talk of recession and inflation squeezing margins, current expectations are holding up. Can this positive outlook continue through Q3 earnings season?
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Quick Comments/What We’re Reading
October 11, 2022
Today's topics include the US bond market is stressed, Japan's bond market is stressed, the UK's bond market is stressed, lending capacity, hoping for a pivot, Powell vs. Volcker, Jamie Dimon sees recession, and bad loan protection
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Cartoons
October 11, 2022
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The Case for Higher Rates From Here
October 10, 2022
As the Fed hikes and short rates increase, long rates should get dragged higher. Economic data would need to weaken meaningfully to change this outlook.
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Quick Comments/What We’re Reading
October 10, 2022
Today's topics include the 10-year yield keeps streaking, Germany's bond market problem, is a recession coming?, the problem with PhDs, no pivot, the strong dollar, is the labor market cooling?, and financial market stress.