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Charts of the Week
Looking at Negative-Yielding Debt While Rates Rise
August 5, 2022
With rates surging higher this past month, an update of the world of negative-yielding debt is in order.
Charts of the Week
A New Name Among the World’s Richest
August 5, 2022
Indian tycoon Gautam Adani has seen his net worth increase more than anyone else in the world since the end of 2020. He is now the fourth richest person in the world.
Charts of the Week
A Long-Term Look at Gas Prices
August 5, 2022
A long-term look at gas prices
Charts of the Week
Weekly Research Roundup
August 5, 2022
Some interesting charts from our recent posts.
Newsclips
Fed Pivot Update
August 4, 2022
Fed officials are signaling they might not be done with the inflation fight. Market pricing is not so sure.
Newsclips
Quick Comments/What We’re Reading
August 4, 2022
Today's topics include the Fed's goal of destroying demand, interpreting the Fed's shift away from forward guidance, market sentiment, understanding this year's market, Europe's energy crisis, businesses continue to hire, big hikes, corporate issuance, getting out of crops, following up on the supply chain, and diversifying into crypto
Newsclips
Cartoons
August 4, 2022
Newsclips
Will Payrolls Dramatically Slow?
August 3, 2022
Economists are forecasting a dramatic slowing in July payrolls. This potentially creates a "disappointment" in risk markets (stocks), where a strong labor report continues to embolden the Fed to stay aggressive in hiking rates.
Newsclips
Quick Comments/What We’re Reading
August 3, 2022
Today's topics include the supply chain is not getting better, are we in a recession?, retiring with target date funds, remote work & tough company outlooks, gas prices, hedge funds bearing the blame for losses, and bringing CBDC's back into focus
Newsclips
Cartoons
August 3, 2022
Newsclips
How Credit Is Trading?
August 2, 2022
The high yield market, and we would argue the larger credit markets, have had two cycles over the past decade - buy and hedge. Right now we are in a hedging cycle. Persistent inflation and QT could initiate the first selling cycle in a long time.