Stocks
Valuations Without the Mag 7 Are Still High
August 29, 2025
Stocks are still expensive, even if one avoids the Magnificent Seven.
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Page 45 of 823Central Banks
Updating Central Bank Balance Sheets
August 29, 2025
Updating the changes in central banks' balance sheets
Long Term Charts
A Long-Term Look at the Dollar-Pound Exchange Rate
August 29, 2025
A long-term look at the dollar-pound exchange rate
Weekly Digest
Weekly Research Recap
August 29, 2025
Some interesting charts from our recent posts
Financial News
Quick Comments/What We’re Reading
August 27, 2025
Today's topics include the Supreme Court will likely have to define "for cause", Brainard voices her concerns over Cook's firing, Claudia Sahm has some ideas on safeguarding Fed independence, tariffs hitting small firms worse than large firms, breaking down wage growth, the government coming for an equity stake in defense contractors?, and Japanese inflation outpaces U.S. inflation for the first time in 48 years.
Humor
Cartoons
August 27, 2025
Markets
Quick Comments/What We’re Reading
August 26, 2025
Today's topics include Trump fires Lisa Cook, what does Cook's firing mean for the Fed?, the search for the next Fed chair continues, an eye on the funding markets, Williams comments on the neutral rate, AI's effect on the labor market, Wall Street is now in agreement on the rate cut, and ETFs outnumber individual stocks.
Humor
Cartoons
August 26, 2025
Markets
The Fed Risks Misinterpreting a Changing Labor Market
August 25, 2025
The post-pandemic labor market has undergone significant and structural changes, beginning with the widespread adoption of remote work, now extending to slowing population growth due to the shutdown of immigration. Consequently, the metrics and interpretations of the labor market have changed. The risk is that the Fed is misjudging the labor market, like they did exactly a year ago, and may ease too aggressively.
Markets
CoT Commentary: Money Managers Net Short WTI Crude
August 25, 2025
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Financial News
Quick Comments/What We’re Reading
August 25, 2025
Today's topics include to cut or not to cut, where should rates trade?, the Fed updates its policy on inflation targeting, could demographics support 250% debt to GDP?, CBO raises its estimate of tariff revenue, wealth by generation, and stablecoins & politics.
Humor
Cartoons
August 25, 2025
Rate cuts incoming