Focused Research
Cot Commentary: Asset Managers Long Across the Curve
September 22, 2025
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
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Quick Comments/What We’re Reading
September 22, 2025
Today's topics include how many rate cuts?, the Fed's dual mandate is under pressure, BofA takes a guess on naming the Fed's dots, there are many different ways to measure inflation, the Fed's focus on the labor market, some perspective on AI spending, the dollar's tough year, buying the belly of the curve, Meredith Whitney on the housing market, and the return to the office remains stalled
Newsclips
Quick Comments/What We’re Reading
September 19, 2025
Today's topics include will there be more cuts in 2025?, earnings expectations, leading indicators are not working, margin debt levels, mag 7 bubble, foreign Treasury holdings, record corporate spreads, a shift in Japanese central bank policy, and AI & young employment
Newsclips
Quick Comments/What We’re Reading
September 19, 2025
Today's topics include will there be more cuts in 2025?, earnings expectations, leading indicators are not working, margin debt levels, mag 7 bubble, foreign Treasury holdings, record corporate spreads, a shift in Japanese central bank policy, and AI & young employment
Newsclips
Cartoons
September 19, 2025
Charts of the Week
Breaking Down Debt in the U.S.
September 19, 2025
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper
Charts of the Week
Comparing the Value of Credit in the U.S. to GDP
September 19, 2025
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period.
Charts of the Week
Funding Gaps at Public and Private Pensions
September 19, 2025
Private pension funds typically have much smaller funding gaps than their government counterparts.
Charts of the Week
Comparing Real Estate to GDP and Stock Ownership
September 19, 2025
Over the past couple decades, households' real estate equity and direct stock ownership have moved in lockstep.
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.
Charts of the Week
68% of GDP Is Due to Personal Consumption
September 19, 2025
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Charts of the Week
42% of FDIC Deposits Are Uninsured
September 19, 2025
Roughly 42% of FDIC deposits in the U.S. are uninsured.