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Newsclips
What Are Rates Telling Us?
December 10, 2021
The market continues to put pressure on the Fed with relentlessly rising short rates, expectations for three rate hikes in 2022, forecasts for a low terminal funds rate, and a flattening yield curve.
Newsclips
Inflation Watch – Non-Reopening CPI Components Continue Higher
December 10, 2021
Inflation can be broken down into reopening and non-reopening components. Powell's decision to retire the word 'transitory' may have been partly based on the rise in 'non-reopening' inflation.
Newsclips
Quick Comments/What We’re Reading
December 10, 2021
Today's topics include Americans see rising prices, wrenches in Cathie Wood's bull market thesis, omicron severity, digging into the numbers, rethinking younger wealth, and daily dose of crypto
Newsclips
Cartoons
December 10, 2021
Charts of the Week
Continued Churn in Labor Market
December 10, 2021
Churn remains high in the labor market. In October, there were almost 1.5 job openings for every unemployed person.
Charts of the Week
The WTO’s Goods Barometer Suggests Slower Trade Growth
December 10, 2021
The WTO's Goods Trade Barometer slowed markedly from the summer months, suggesting a reduction in the pace of trade growth.
Charts of the Week
Options Volume vs. Non-Profitable Tech Stocks
December 10, 2021
The normally positive relationship between options volume and the Goldman Sachs Non-Profitable Tech Index has broken down in recent weeks.
Charts of the Week
Cable News Discusses Inflation and Higher Prices
December 10, 2021
Vanderbilt has created an indexed and detailed database of TV news archives broken down into 15 second time blocks and distinguishable by individual news networks. The mentions of transitory inflation and higher prices have increased dramatically throughout 2021.
Charts of the Week
Updating Tether’s Reserves
December 10, 2021
Stablecoins like Tether and USDC will have to remain as transparent as possible moving forward if they hope to satisfy regulators. Their attestations have become increasingly explicit over the past year, but they will have to continue to adapt as issues like Evergrande pop up.
Charts of the Week
Central Banks’ Balance Sheets During the Taper
December 10, 2021
Updating the growth in central bank balance sheets
Charts of the Week
LT Outlook: Gas at the Pump Since 1991
December 10, 2021
A look at gas prices since 1991