Today's topics include economic uncertainty has risen dramatically, corporate spreads, more on tariffs, new home sales, dissecting the reasons behind market corrections, margin debt record as investors continue to add risk despite uncertainty, falling fees, will DOGE spark a Fed cut?, and active versus passive
Traders who made a bet on natural gas in the futures market over the past year had to pay a hefty price to roll contracts each month.
The debt ceiling was reached on January 1. The Treasury has various techniques to keep the government funded until July/August before a technical default is possible.
Only 41% of the stocks in the S&P 500 beat the index's return over the past year, among the lowest percentages in at least four decades.
The dollar now accounts for more than half of all SWIFT traffic globally.
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
Since election day, the equity rally has stalled as investors become accustomed to a new paradigm of political uncertainty.
A long-term look at the cost of a Superbowl ad
Some interesting charts from our recent posts
Confidence surveys are meant to provide a read on broad sentiment on markets and the economy. What do recent readings mean for investors?
Today's topics include are the bears too bearish?, bond yields, comparing sector returns in the U.S. & Europe, inflation expectations in the U.S. & Europe diverge, today's tariff headlines, global defense spending, and 401(k) millionaires on the rise