Charts of the Week
Weekly Research Roundup
June 3, 2022
Some interesting charts from our recent posts
Some interesting charts from our recent posts
For the time being, the labor market is giving the Fed the cover it needs to tighten financial conditions. This essentially means it is allowing stocks to falter in order to rein in demand and inflation. The payrolls report may have taken a back seat to inflation releases, but it will nonetheless play a part in determining how aggressively the Fed will proceed in its fight against inflation.
Despite inflation at multi-decade highs, rising interest rates, and a Fed willing to do anything necessary to bring down inflation, the housing market has been on a tear with prices rising over 20% nationally over the past year. However, signs of a cooldown may be emerging.
Today's topics include balance sheet unwinding, the bond market's binary outcomes, how much control does the fed actually have?, the conditions necessary for a September pause, comparing inflation among Eurozone countries, rising fuel prices, personal finances, remote work, and housing supply finally ticks higher
2022 has been a year of extreme returns.
Today's topics include the beginning of the QT era, understanding central bank's path forward, Dudley comments on Feds projections, some rare humility, UK food price surge, rushing for new issues, and another rally in oil
pic.twitter.com/nvB4I9LT3A — Robert Nelsen (@rtnarch) May 27, 2022
The Federal Reserve's reverse repo facility is now the parking spot for over $2 trillion. This acts as another version of tightening as the Fed is getting ready to start quantitative tightening.
Bond mutual funds and ETFs saw one of their biggest monthly outflows on record in April. These outflows only accelerated out of bond mutual funds in May.
Today's topics include Waller pushes back on September pause, Biden promises not to meddle with Fed, rate hikes around the world, when will the Fed take its foot off the brake?, actively managed ETFs, insiders are buying, oil prices remain high, and the latest on supply chains