Charts of the Week
Rising Shipping Costs From China to L.A.
November 20, 2020
Rising demand for Chinese goods in the U.S. has created a logistical imbalance in the shipping industry.
Rising demand for Chinese goods in the U.S. has created a logistical imbalance in the shipping industry.
As another earnings season comes to a close, companies have once again successfully guided analysts' expectations low enough to ensure positive results. This is a game that has been perfected over the past decade.
T-bill issuance spiked as the government threw the kitchen sink at the markets between March and June. More recently, issuance has fallen back to pre-pandemic levels.
Foreigners sold their third largest monthly sum of corporates on record, unloading $26.99 billion in September and a record $127.65 billion over the past year.
A long-term look at farmland in the U.S. dating back to 1910
Some charts from our recent posts
Today's topics include playing politics at the Fed, avoiding the typical year-end dollar funding problems, China auctions negative-yielding bond, watch the bond market for signs of a stock market top, Shelton's nomination looks unlikely, the dollar vs. the euro, the shift away From LIBOR, and ECB still considering adding housing costs to inflation measures
The Fed's efforts to calm the markets expanded their balance sheet substantially. They now hold more Treasuries than all other central banks combined.
Today's topics include retail beating hedge funds this year, Dalio on bitcoin, bad news on loans, the American fiscal cliff is looming, ECB's next stimulus, different takes on inflation, hedge fund scrutiny over bond market, vaccine news & momentum funds, regulators warn about volatility ETPs, and extreme weather and shareholder value