Charts of the Week
Weekly Research Recap
July 18, 2025
Some interesting charts from our recent posts
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Page 69 of 3384Newsclips
Quick Comments/What We’re Reading
July 17, 2025
Today's topics include a history of central bank political pressure, Williams sees tariffs boosting inflation by 1%, the return of operation twist?, the big banks report quarterly results, the big mac index, and stablecoin adoption
Newsclips
Cartoons
July 17, 2025
Newsclips
Quick Comments/What We’re Reading
July 16, 2025
Today's topics include how much T-bill issuance is too much?, defending the Fed from Trump's attacks, tariff inflation, keeping score in the trade war, the 60/40 portfolio, Bill Gross offers thoughts on inflation, home prices, and tokenized money market funds
Newsclips
Cartoons
July 16, 2025
Focused Research
Inflation Watch – The Game of Wait-and-See Continues
July 15, 2025
While inflation data might be benign enough to allow the Fed to cut rates at some point this year, the labor market is not nearly weak enough to demand such a move. We believe the trade war will continue to cast enough uncertainty to keep the Fed in wait-and-see mode.
Newsclips
Q2 2025 Earnings Update: Financials on Deck
July 15, 2025
Q2 2025 earnings season began last week, and through yesterday, 22 companies have reported. Growth is expected to be well below recent quarters.
Newsclips
Quick Comments/What We’re Reading
July 15, 2025
Today's topics include Bessent's plan for debt management, the right level of ample reserves, the 'mad man' approach creates unpredictability, port of LA cargo volume surge, U.S. & E.U. trade situation, Japan's long end rates surge, a pretty good perspective of what Miran envisioned for the U.S. economy, and more wait & see
Newsclips
Cartoons
July 15, 2025
Media & Communications
Jim Bianco comments on Trump applying pressure on Powell, where Fed policy should be & second-half market opportunities
July 14, 2025
Jim Bianco joins the Schwab Network and Fox Business to discuss Trump applying pressure on Powell, where Fed policy should be & second-half market opportunities.
Focused Research
CoT Commentary: Sugar Surplus & Falling Sentiment
July 14, 2025
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.
Newsclips
Quick Comments/What We’re Reading
July 14, 2025
Today's topics include previewing tomorrow's CPI report, Trump ramps up the heat on Powell, checking in on the odds of a rate cut, T-bill issuance, all quiet on the investment banking front, taking Fannie & Freddie public, and stablecoins' effect on the Treasury market