Long Term Charts
A Long-Term Look at the S&P 500’s Real Earnings Yield
September 19, 2025
A long-term look at S&P 500 real earnings yield
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Page 31 of 813Weekly Digest
Weekly Research Recap
September 19, 2025
Some interesting charts from our recent posts
Financial News
Quick Comments/What We’re Reading
September 18, 2025
Today's topics include dissecting the Fed's latest dot plots, post-Fed op-eds, Miran's dissent accomplished at least one thing, Fed cuts don't ensure lower 10-year yields, understanding Fedspeak, an eye on funding markets as quarter-end approaches, any variation on the Taylor rule suggests rates are too low, a K-shaped economy, what drives mortgage rates?, and tech outperformance over past decade reflects earnings outperformance
Economy
Jim Bianco joins Bloomberg to discuss today’s Fed Meeting, Tariffs, Inflation, AI, Global Economy
September 17, 2025
Jim Bianco joins Bloomberg to discuss today’s Fed Meeting, Tariffs, Inflation, AI, & the Global Economy with Francine Lacqua.
Central Banks
Jim Bianco joins Bloomberg to discuss today’s Fed Meeting, Tariffs, Inflation, AI, Global Economy
September 17, 2025
Jim Bianco joins Bloomberg to discuss today’s Fed Meeting, Tariffs, Inflation, AI, & the Global Economy with Francine Lacqua.
Financial News
Quick Comments/What We’re Reading
September 17, 2025
Today's topics include Jim talks today's Fed meeting, can the Fed stimulate the housing market?, rebuilding the TGA, consumer spending, where does gold fit in a portfolio?, more on hedged foreign investors, and the U.S. will receive 15% of not much
Humor
Cartoons
September 17, 2025
Stocks
How Concentrated Might the S&P 500 Become?
September 16, 2025
The S&P 500 remains extremely concentrated relative to history. What does this mean going forward?
Financial News
Quick Comments/What We’re Reading
September 16, 2025
Today's topics include Miran set to vote in FOMC meeting after senate confirmation, Lisa Cook also gets a vote (barring a last-minute hail Mary to supreme court), more on Fed dissents, Bullard talks about his interview for Fed chair, how much job growth is needed each month?, high valuations are not just a tech problem, foreigners hedging against the dollar, the idea of moving away from quarterly earnings, an eye on the Fed's standing repo facility, and money market funds
Humor
Cartoons
September 16, 2025
Markets
Updating Population Growth’s Impact on Labor Supply
September 15, 2025
Last week, the Congressional Budget Office's estimate of 2025 net immigration growth in the United States was revised down from 2 million to just 408,000. This has a profound impact on the labor supply in the United States and payrolls growth.
Markets
CoT Commentary: Straying Away From WTI
September 15, 2025
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.