Trump held true on his promise to cut regulations when he took office in 2016. In the past few years, however, the number of pages in the Federal Register have slowly crept higher.
Foreigners sold a record $54 billion of corporates in July as the dollar's slide continued.
A long-term look at population and housing starts
Some charts from our recent posts
Today's topics include banks' struggles, Goldman shifts Q4 2020 GDP growth to 2021 due to lack of stimulus, quant funds, bond hedge funds fail to meet benchmarks, more on the rise of retail trading, what's a pension fund to do?, and March's gold disruption nets banks $2.5B
Today's topics include rebuilding inventories, does Europe lead the U.S.?, calls to make the EU recovery fund permanent, the link between earnings expectations and stock returns, income gains, dividend recapitalization, the rise of factor investing, the transition from LIBOR to SOFR, and estimating COVID job losses worldwide
As the largest correction since March continues, we are seeing little evidence of options traders exiting their long positions.
Today's topics include the 60/40 portfolio, the sleeping bond market, unemployment benefits & spending, perceived safety in FANGs, high degree of uncertainty in the oil market, biggest junk bond outflows since February, equity ownership by income group, and more anecdotal evidence of the rise of retail traders
COVID-19 cases are rising rapidly in Europe, suggestive of a second wave. Are more lockdowns coming? Is this why markets are stumbling?