Charts of the Week
Defined Benefit Plans vs. IRAs
September 19, 2025
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Roughly 42% of FDIC deposits in the U.S. are uninsured.
U.S. equity net issuance rose by $465 billion in the second quarter.
A long-term look at S&P 500 real earnings yield
Some interesting charts from our recent posts
Today's topics include dissecting the Fed's latest dot plots, post-Fed op-eds, Miran's dissent accomplished at least one thing, Fed cuts don't ensure lower 10-year yields, understanding Fedspeak, an eye on funding markets as quarter-end approaches, any variation on the Taylor rule suggests rates are too low, a K-shaped economy, what drives mortgage rates?, and tech outperformance over past decade reflects earnings outperformance
Jim Bianco joins Bloomberg to discuss today’s Fed Meeting, Tariffs, Inflation, AI, & the Global Economy with Francine Lacqua.
Today's topics include Jim talks today's Fed meeting, can the Fed stimulate the housing market?, rebuilding the TGA, consumer spending, where does gold fit in a portfolio?, more on hedged foreign investors, and the U.S. will receive 15% of not much
The S&P 500 remains extremely concentrated relative to history. What does this mean going forward?
Today's topics include Miran set to vote in FOMC meeting after senate confirmation, Lisa Cook also gets a vote (barring a last-minute hail Mary to supreme court), more on Fed dissents, Bullard talks about his interview for Fed chair, how much job growth is needed each month?, high valuations are not just a tech problem, foreigners hedging against the dollar, the idea of moving away from quarterly earnings, an eye on the Fed's standing repo facility, and money market funds