American importers could soon be paying $100 billion in tariffs per year to the Treasury as the Chinese trade war heats up. This is a drop in the bucket of the Treasury's total income.
Many cities across the U.S. have yet to regain their pre-crash levels in home prices.
The slump in home price appreciation has contributed in part to a rise in the number of renter-occupied homes. The number of owner-occupied homes has remained relatively stagnant since 2006.
A selection of our posts from the week of August 14, 2019
A look at the S&P 500's P/E ratio since 1881
The bond rally will continue as long as the Fed remains behind the eight ball in cutting rates and the curve remains inverted. At this point the Fed would need to cut 50 basis points to un-invert the 3m/10y curve.
Today's topics include the yield curve, global recession fears, Greenspan discusses negative yields, turmoil in Argentina, passive investors, liquidity, more on inflation and why passive investors will cause the next downturn.
The cost of shelter has risen at a rapid pace over the past several months.
A look at earnings expectations now that 90% of companies have reported Q2 2019 results
Today's topics include more on negative interest rates, turmoil in Argentina, stocks beat bonds, recession fears spike, Draghi's final move, volatility in August, why the currency war reminds us of the 1930s and Marketaxess enters the Treasury market.