Charts of the Week
Have Central Banks’ Balance Sheets Peaked?
May 20, 2022
Updating the changes in central banks' balance sheets
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Updating Markets’ Rate Hike Expectations
May 20, 2022
The speed at which the Fed is able to destroy wealth and demand via rate hikes and QT will play a large part in determining how fast inflation comes down. How far would stocks have to drop for the Fed to blink?
Charts of the Week
A Long-Term Look at Real S&P 500 Returns
May 20, 2022
A long-term look at real S&P 500 returns
Charts of the Week
Weekly Research Roundup
May 20, 2022
Some interesting charts from our recent posts
Newsclips
Where Is the Fed Put?
May 19, 2022
The Fed put is not 100% dead, but taming inflation is now the Fed's priority. The stress levels at which they supported markets in the past are no longer as relevant.
Newsclips
Where Are Valuations After the Correction?
May 19, 2022
Valuations have come down but are still higher than average. For forward P/E ratios to remain lower, earnings will have to continue to be strong. This may be a tall order given concerns about recession and the highest inflation in 40 years.
Newsclips
Quick Comments/What We’re Reading
May 19, 2022
Today's topics include searching for an end to Treasuries' rout, pricing in recession?, sizing up bear markets, inflation hitting retailers, China buying Russian oil, the S&P remains highly concentrated, and food inflation
Newsclips
Cartoons
May 19, 2022
Newsclips
Questioning the Fed’s Resolve
May 18, 2022
Questions about the Fed's resolve remain. This is at the heart of the debate in the market today.
Newsclips
Quick Comments/What We’re Reading
May 18, 2022
Today's topics include a lost decade for stocks?, more on market timing, revisiting the Plaza Accord, goods vs. services spending, this pretty much sums up the ratings game, an update on port congestion, the next deadline in Russian default, and Apple eases up on the return to office
Newsclips
Cartoons
May 18, 2022
Newsclips
TIC Update – Big Slide in Japan’s U.S. Treasury Holdings
May 17, 2022
Japan's holdings of U.S. Treasuries fell a record $74 billion in March as the yen collapsed.