Charts of the Week
ETH Staking Services
September 16, 2022
As crypto staking services have grown larger, so too have concerns over the staking process being consolidated in such a small number of players' hands.
As crypto staking services have grown larger, so too have concerns over the staking process being consolidated in such a small number of players' hands.
A long-term look at inflation-adjusted gold
Some interesting charts from our recent posts
Today's topics include how do stocks perform after inflation peaks?, in search of a soft landing, a wage-price feedback loop, doom & gloom from Ray Dalio, valuations, Cathie Wood is buying, less than half of active equity managers beat benchmarks during downturn, and the merge was a success
The Federal Reserve has embarked on a historic tightening cycle to rein in inflation. The combination of rate hikes and quantitative tightening will continue to restrict financial conditions. The effect of rate increases is relatively known, while the effect of large-scale reductions of the balance sheet remains relatively unknown.
Today's topics include the bear market isn't over yet, bond market carnage, slowing income growth, everyone has an opinion on rate hikes, more on yesterday's inflation release, looking at growth investors, QT & liquidity, widening deficit, potential rail strike, worst day since June 2020, Russian gas revenues, Goldman says don't worry about zombie companies, and the labor market
CPI beat expectations once again in August. We continue to circle the October data, released in November, as the beginning of a period in which headline inflation numbers might provide some relief for Fed officials.
Today's topics include checking on positioning, how we view inflation, sovereign debt, addressing QT impacts, weaponizing the global economy, looking at housing inflation, corporate bond market, and the Ethereum merge
Inflation was held down by four "bubbles" - cheap labor, cheap goods, cheap energy and better technology. The three "cheap bubbles" have burst and technology alone cannot offset the loss of the other three. This means persistently high inflation going forward.