Markets
Remote Work Update
June 13, 2025
The latest on remote working and office attendance
The latest on remote working and office attendance
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
A long-term look at the S&P 500's real earnings yield
Some interesting charts from our recent posts.
In the latest installment of Talking Data, Alex discusses CDS spreads & the debt ceiling.
Today's topics include still no sign of buyers' fatigue at yesterday's Treasury auction, more on yesterday's inflation release, credit market volume being driven by index trades, the Fed can continue to wait & see, funding the budget deficit, debating de-dollarization, the latest tariff headlines, and tracking tariffs
Month-over-month headline inflation came in lower than expected for the fourth month in a row. Surprisingly, some categories of goods actually declined in price in May. This runs counter to the belief that tariffs would start to push inflation higher.
Today's topics include what everyone thinks about long bonds, progress in the U.S.- China negotiations, size matters for 2025 returns, intermediate duration favor, analysts are raising price targets, central bank demand for gold, immigration & labor market, and private market underperformance
Today's topics include previewing tomorrow's CPI report, a proposal to eliminate interest on reserves, trade talks with China enter day two, tariff opinion pieces, how common is a V-shaped recovery?, still eyeing an August/September X-date, crude oil supply & demand, congressional trading, and why buy companies that own bitcoin?