Charts of the Week
Updating Negative-Yielding Debt Across the World
February 12, 2021
An update of the world of negative-yielding debt
An update of the world of negative-yielding debt
A long-term look at gold prices
Some interesting charts from our recent posts
The Fed is preventing the natural counter-balance of money rushing out of bonds during stock rallies. The idea that the Fed is backstopping the market has reduced the perception of risk.
Today's topics include will stimulus money be spent?, some back-of-envelope calculations on Fed purchases, the future of short selling, rising short interest in VIX ETF, an interview with Cathie Wood, further evidence of the slide in rents, another call for a commodities supercycle, and congestion remains at LA ports
The BLS added a line of questioning to its monthly CPI survey to better assess housing inflation during the pandemic.
Today's topics include the Cathie Wood effect, electronic bond trading, the SPAC boom in a visual, the business of earnings estimates, thoughts on bitcoin, going big on green energy, heavy borrowing, the hedge fund profit takers, 'run-it-hot', and another stock name mixup
Today's topics include a look at real yields, the cost of capital vs. volatility, the CBO offers its opinion on minimum wage hikes, will MMT prove to be another fad?, mortgage forbearance set to expire for many, junk yields fall below 4%, a commodities supercycle?, and the accounting problem with Tesla's bitcoin bet
As of Monday, February 8, 292 S&P 500 companies have reported (56%). Q4 2020 earnings growth has turned positive, with analysts expecting 3.6% growth. The beat rate is still well above average at 81%.