Charts of the Week
IBIT Flows Still Outpacing GLD Flows in 2025
October 17, 2025
Despite gold returns roughly tripling bitcoin returns this year, IBIT has seen larger inflows than GLD.
Despite gold returns roughly tripling bitcoin returns this year, IBIT has seen larger inflows than GLD.
European natural gas inventories are not as full as they typically are at this time of year. Long-range weather forecasts for this coming winter predict it will be colder and snowier than usual.
Updating the changes in central banks' balance sheets
A long-term look at population per housing start
Some interesting charts from our recent posts
Today's topics include will the Fed end QT at the December FOMC meeting?, growth in the TGA as another source of draining liquidity, checking in on rate cut expectations, what problem is the Fed trying to fix?, testing the accuracy of alternative inflation data, diplomatic tensions in trade war, S&P 500 additions outperform again, and not all stablecoins work the same way
Jim Bianco joins Fox Business to discuss the End of QT, Federal Reserve Rate Cuts, Housing Market & Silver with Charles Payne.
Today's topics include 2-year yields are at 2022 levels, the debasement trade is not what you think, food inflation, market impact of Washington gridlock, a unique proposal to improve data quality at the Fed, reimagining monetary & fiscal policy interplay, and one-off failures or signs of larger distress?
Q3 2025 earnings season begins this week. Growth expectations are just above 7% annualized. Can strong earnings continue in Q3?
Today's topics include de-escalating the trade war, escalating the trade war, the U.S. pressured the Dutch to seize control of Nexperia, Fedspeak, governments' fiscal capacity shrinks as debt grows, gold mania, who will pay for tariffs?, and when leveraged ETFs don't produce the expected results
Today's topics include stocks react to increased trade war tensions, a second trade war front for China, economic uncertainty breeds disagreement, buying a home vs. playing the stock market, deregulation, this is not the dot-com bubble 2.0, money flowing into ex-U.S. stock funds, and the cost of keeping rates artificially low
Today's topics include breakeven employment, Fedspeak, a closer look at inflation expectations, dollar shorts, reevaluating the statistical truth of recent grad unemployment, FOMO market attributes, trouble in private equity land?, revisiting a unique year in government finances, primary dealer participation hit new low, and attempting to diversify in a concentrated market