Humor
Cartoons
September 4, 2025
Today's topics include hard data vs. soft surveys, European natural gas storage, global yields hitting highest levels in over a decade, estimating the proper level of reserves, Trump administration moving forward with Fed plans, breaking down gold's rise, and profiling U.S. billionaires
Home prices are soaring because of a lack of supply. This cannot be fixed with Fed cuts that would presumably lower mortgage rates. What is needed is more supply, but that risks lowering home prices and creating a financial crisis.
Both bond yields and gold prices have moved markedly higher this year on concerns over fiscal outlooks and inflation.
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Today's topics include two roads diverge..., Wall Street sends more bullish signals, gold continues to climb, UK long rates, outlier Mag 7 S&P 500 high, China's equity rally, comments on Fed independence. and household energy costs
While spot crypto ETFs have yet to be tested by a truly brutal bear market, their growth since inception has been remarkable.
Today's topics include Cook 'didn't mean to deceive anyone' & 'no one was harmed', Waller wants to cut rates, will Fed independence impact bond yields?, Miran to vote on September 18?, inflation, foreign stock markets, tariff update, and the VIX.
The 2020 recession and financial crisis changed things. This can be seen in the inflation measures, real yields, inflation expectations, and even basic measures of the economy.