Charts of the Week
Weekly Research Recap
October 7, 2022
Some interesting charts from our recent posts.
Some interesting charts from our recent posts.
Today's topics include previewing tomorrow's payrolls report, Treasury liquidity issues, holding out hope for a pivot, job quitters, facing dangers, the Fed's unemployment projections, gas prices on the rise again, mortgage bonds, and crypto volatility
In past years we highlighted the world’s aging population and its need for low-risk investments, noting that inflows into bond mutual funds and ETFs topped those of stock funds over the past decade. This divergence really began accelerating in the past few years.
Today's topics include hoping for a pivot, market stress, central banks cater to the markets, fighting inflation takes a long toll, asset managers in focus, the odds of a recession, more signs of stress on housing market, and updating the return to the office
The Fed has been explicit in their goal to continue raising rates, but the markets are still hoping for a pivot. Behind this tension is a disagreement about the long-term outlook for inflation. Is it persistent?
Today's topics include talkin' market stress & Fed policy, volatility begets more volatility, Credit Suisse, yesterday's big decline in yields, looking at real wages as a sign of labor market slack, gas prices across the country, more on falling home prices, and about those BOE bond purchases...
10-year yields are up nine straight weeks, the longest such streak in over 28 years. History shows this type of rise in yields typically proves detrimental for the stock market.
The losses in the stock and bond markets have rarely been matched on a historical basis. The dollar's rise continues to hurt foreign exporters.
Today's topics include what might spark the breakage, profiting in 2022, looking at the short end, in for a penny, dollar rally reaction, the new inflationary world, a US recession in EM, food prices still rising, and retail investors & alternatives