Charts of the Week
The Fed Cuts Amidst High Uncertainty
September 26, 2025
The Trump administration has made the Federal Reserve's job all the more difficult, creating uncertainty on several different fronts.
The Trump administration has made the Federal Reserve's job all the more difficult, creating uncertainty on several different fronts.
The U.S. Department of Housing & Urban Development labels roughly half of all renters as either "cost-burdened" or "severely cost-burdened" in paying for shelter.
S&P 500 constituent level implied volatility tends to be higher than index level implied volatility.
Although tokenized assets are a drop in the bucket compared to real-world assets, their growth has been remarkable.
The median house now sits on the market for 52 days before selling.
A long-term look at retirement assets
Some interesting charts from our recent posts
Last week, Powell suggested the collapse in population growth means the economy can survive on 0 to 50k job growth each month. Over the previous three months, payroll growth was 29.3k. Is the labor market actually in balance, calling into question the need to cut rates?
Today's topics include Goolsbee joins hawks pushing against further rate cuts..., ...While Bowman & Daly set the tone for the doves, Bessent leans on Powell again, El-Erian on Miran's role in Fed, searching for signs of strain in funding markets as quarter-end approaches, the Chicago Fed offers a new labor market indicator, is this the type of thing you hear near a top?, cutting rates with stocks near all-time highs, U.S. stocks vs. global stocks, and when crypto is not DeFi
Today's topics include more commentary on Miran's policy perspective, a calm equity rally since April, more details on the breakeven jobs rate, bubble risk (not yet), S&P 500 concentration, Swiss central bank rate, the Fed can't fix the housing market, and auto delinquency concerns after Tricolor's bust