Economy
Two Postscripts From This Past Week’s CPI Report
July 18, 2025
The quality of CPI data continues to get worse and seasonality now points higher the rest of the year.
The quality of CPI data continues to get worse and seasonality now points higher the rest of the year.
At the halfway point of natural gas refilling season, Europeans are on pace to spend more than last year to rebuild their stockpile.
Nvidia's market cap recently surpassed $4 trillion. The S&P continues to be dominated by the biggest stocks.
Financial conditions are a function of market stress. When financial conditions are easing like now, it is usually a sign of positive sentiment for equities.
The percentage of homeowners who have dropped their initial listing price continues to climb.
A long-term look at electoral democracy in the United States
Some interesting charts from our recent posts
In the latest installment of Talking Data, Jim discusses the potential of Powell being fired and what that means for the Fed.
Today's topics include a history of central bank political pressure, Williams sees tariffs boosting inflation by 1%, the return of operation twist?, the big banks report quarterly results, the big mac index, and stablecoin adoption
Today's topics include how much T-bill issuance is too much?, defending the Fed from Trump's attacks, tariff inflation, keeping score in the trade war, the 60/40 portfolio, Bill Gross offers thoughts on inflation, home prices, and tokenized money market funds