Charts of the Week
Wealth Distribution in the U.S.
October 14, 2022
A comparison of the assets and liabilities of the wealthiest Americans versus the rest of the country
A comparison of the assets and liabilities of the wealthiest Americans versus the rest of the country
2022 has been a year of asking, "could it get any worse?" With central banks raising rates at a historic pace, financial markets are feeling the pressure. The S&P 500 has fallen roughly 24%, but signs of panic have yet to appear even as large traders abandon positions.
A long-term look at wheat prices
Some interesting charts from our recent posts
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.
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
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.
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
The 2020's in a nutshell: pic.twitter.com/TOQD345Psd — rektdiomedes (@rektdiomedes) October 6, 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?
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