Charts of the Week
Housing’s Deceleration Continues
October 7, 2022
Redfin's alternative measures of the housing market continue to show a deceleration in the crazy conditions of the last year.
Redfin's alternative measures of the housing market continue to show a deceleration in the crazy conditions of the last year.
During more tranquil economic periods, spikes in items such as crude oil or car prices are usually temporary and can more or less be ignored. Now, however, higher inflation is spreading across a growing portion of its subcomponents.
US News & World Report recently released their 2023 college rankings. This is the oldest such ranking, starting in 1983, and one of the most influential.
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...