Charts of the Week
A Long-Term Look at Real Rates
July 10, 2026
A long-term look at real rates
A long-term look at real rates
Has the stock market become such a vital asset that the Fed should buy stocks during the next downturn? What are the risks?
Commentary & analysis of selected stories on July 9, 2026
Commentary & analysis of selected stories on July 8, 2026
Commentary & analysis of selected stories on July 7, 2026
Commentary & analysis of selected stories on July 6, 2026
The U.S. economy added 57k jobs in June, fewer than all but one economist's estimate in Bloomberg's monthly survey. After a few months of solid job growth, this is a reminder that the labor force has changed as a result of immigration policy.
Commentary & analysis of selected stories on July 2, 2026
57% of households owning mutual funds make more than $100k per year.
Active equity mutual funds continue to charge more than 10x the fees of passive equity mutual funds.
Domestic equity index funds with the lowest fees saw the large majority of inflows in 2025.
44% of U.S. households own an IRA. The difference in ownership between the highest and lowest income buckets is staggering.