Charts of the Week
Atlanta Fed’s GDPNow Nails Q3 GDP
October 31, 2018
For the second straight quarter, the Atlanta Fed's GDPNow estimate proved accurate while the New York Fed's Nowcast missed by a wide margin.
For the second straight quarter, the Atlanta Fed's GDPNow estimate proved accurate while the New York Fed's Nowcast missed by a wide margin.
Financial sector ETFs recently saw their largest outflows since February 2015.
Despite October's healthy sell-off in stocks, sentiment among traders remains relatively positive.
A look at Trump's latest approval ratings as the midterm election draws near
Selected charts and excerpts from some of our research over the past week
For those who include their homes as part of their retirement portfolio, consider the bite inflation takes out of any price appreciation.
The U.S. 5-year 30-year spread is poised to flatten with investor positioning reaching steepening extremes and the Federal Reserve committed to normalizing policy.
Global equities and industrial metals are riveted to China as it decides how to defend the weak end of the yuan's trading band.
Updating the latest metrics on the midterm election
Today's topics include the slowing housing market, capex fears, consumer confidence jumps, Yellen worries about rising corporate debt, "buy the dip" no longer a slogan, Michael Milken speaks, Trump vs the Fed, crude oil has a bad month, Canadian producers, the $1 trillion club in asset management and Trump's stock market tweets.
The stock/bond relationship is behaving in a very different manner this year than it has in past years. The current decline in stocks has not changed the Fed's inclination to hike rates and 10-year yields seem complacent as well. TV news channels are not as interested in the stock market anymore. This complacency suggests it will take more losses to stop the stock market decline.