Charts of the Week
The Maturity Schedule of the Fed’s Balance Sheet
June 26, 2020
A look at the maturity schedule of the Fed's balance sheet
A look at the maturity schedule of the Fed's balance sheet
Economists have been expecting higher yields for at least a couple decades.
An update of the world of negative-yielding debt
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.
The stock market is its most top-heavy in decades.
Select charts from our recent posts
In 1951, corporations in the U.S. paid a 49.7% effective tax rate on profits. That has since fallen to 11.1%.
The markets are caught between two powerful forces, a virus that appears to be picking up speed once again and fiscal/monetary support that appears to be unlimited. Which side prevails in this scenario?
Today's topics include your weekly jobless claims update, the IMF projects deeper recession and slower recovery, private equity coming to your 401k, Canada stripped of AAA rating, quarter-end rebalancing, oil markets and the second wave, how low can mortgage rates go?, more on Buffett's struggles, the alternative data explosion, a euro swaps facility, and how much is Hertz actually worth?
Last week Jim sat down with the Alpha Trader podcast hosts Aaron Task and Stephen to Discuss the economy and the Fed
New daily infection counts have started rising in parts of the country. The markets have been slow to respond to this development, focusing instead on the Fed's massive stimulus and a belief that additional shutdowns will not be needed.