Today's topics include assessing growth, more aid on the way for struggling homeowners?, taper consensus: MBS vs. Treasuries, differing opinions on the ECB's dovish statement, output gaps across the world, problems distributing aid for tenants, modern monetary theory, the Delta variant, currency volatility, checking in on Europe's recovery, and more on stablecoins' holdings
The NBER recently stated the COVID recession ended in April 2020. How has the expansion since then stacked up to prior expansions?
A look at Fed purchases versus Treasury issuance during QE1 and QE2
Bitcoin and ETH is increasingly being moved off of centralized exchanges like Coinbase in favor of hard wallets and the world of decentralized finance.
Shipping costs from Asia to the rest of the world continue to skyrocket.
A look at the buy-the-dip mentality that has permeated markets over the past few years
Updating the growth in central bank balance sheets
A long-term look at 10-year annualized S&P returns
Some interesting charts from our recent posts
Today's topics include Interpreting the bond market, the ECB's dovish meeting, dividends outpacing bond yields, previewing next week's FOMC meeting, applying NLP to earnings releases, the bureaucracy of rental assistance, bitcoin as an inflation hedge, and family offices jumping into crypto