Charts of the Week
A Long-Term Look at Housing Starts
July 22, 2022
A long-term look at housing starts
A long-term look at housing starts
Some interesting charts from our recent posts.
Today's topics include Russia resumes Nord Stream flows to Europe, feeling the pain of higher interest rates, alternative thoughts on inflation, looking for signs of a bottom, active managers performing, housing affordability, the labor market, and growth vs. value
This CPI meme is running out of space. pic.twitter.com/cPxoDnUUKR — Bitcoin (@Bitcoin) July 13, 2022
Today's topics include the Fed will stay aggressive, more on capitulation, hoping for the best, no more cheap credit, the surge in Berkshire trading was about fractional shares, resilient US consumer, sovereign debt defaults, looming recession, and UK inflation hits another high
'Foreign' net purchases of U.S, Treasuries were large in May. Rather than coming from the largest holders like Japan or China, this month's flows were attributed to Caribbean countries often associated with hedge funds.
Today's topics include signs of capitulation?, mounting concern that Nord stream will remain offline, Europe's energy crisis, prices at the pump coming down, someone made a big bet on a 75 basis point hike last week, the dollar's effect on commodities, betting against the yen, the great resignation not going as planned for many, rising mortgage rates, and home sales slump
ESG investing in 2022 pic.twitter.com/PMrejkqIyM — Ramp Capital (@RampCapitalLLC) July 10, 2022
Wall Street analysts have been upbeat about earnings despite talk of recession and inflation squeezing margins. Will this outlook survive this coming earnings season?
Today's topics include chairman Timiraos dictates 75 basis points, U.S. inflation is a global problem, tightening financial conditions, have we seen peak inflation?, recession odds, the art of stock picking, declining productivity, divergent jobs data, Europe's energy crisis, central banks as buyers of last & first resort, and measuring supply chain stress.