Charts of the Week
A Look at the Four Components of GDP
September 26, 2018
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
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Page 704 of 3385Charts of the Week
ETF Investors Losing Hope in Gold Miners
September 26, 2018
Both physical gold and miner ETFs have seen net outflows in September.
Newsclips
The Cage Match Between Investors and the Federal Reserve
September 26, 2018
We have a very hard time believing core inflation will break high enough from 2.0% to warrant the Federal Reserve taking the target rate above the estimated long-term neutral rate at approximately 3.0%. Markets beginning to believe the target rate can reach 3.0+% is what will lead to yield curve inversion and rising fears of a policy mistake.
Newsclips
Higher Rates Making Waves in Financial Sector Credit
September 26, 2018
Treasury yields challenging range highs have credit market investors shifting their exposure to financial sector credits. Recent tightening in longer-dated bank spreads may be just the beginning in inflation expectations push rates higher.
Newsclips
What We’re Reading
September 26, 2018
Today's topics include the Federal Reserve, SOFR, rate hikes impact on consumers, the markets in October, why the U.S. dollar remains the dominant currency, the housing market, social and political costs of the financial crisis, how the Fed can help women, active management is still a net positive, the battle between fintech startups and traditional wealth managers and the future of business.
Newsclips
Cartoons
September 26, 2018
Newsclips
Midterm Update: Kavanaugh, The Event That Will Turn The Midterms?
September 25, 2018
Interest in the Kavanaugh nomination has exploded higher. This has the potential to be the event that will turn the midterms one way or the other.
Newsclips
U.S. 10-Year Real Yields Rising on Hawkish Fed Rhetoric
September 25, 2018
Core inflation and hawkish Fed rhetoric are the dominant drivers of higher U.S. real yields. A bearish breakout by both real and nominal U.S. 10-year yields requires a rebound in Eurozone economic momentum.
Newsclips
Can Higher Rates Boost Financials?
September 25, 2018
Financial markets are braced for a hawkish statement from the Fed as it pushes financial markets to expect more rate hikes in 2019. Will higher rates be a windfall for the financial sector?
Newsclips
What We’re Reading
September 25, 2018
Today's topics include the FOMC meeting, the U.S. dollar, the U.S. economy, hedge funds bet on a financial meltdown, $100 crude oil, homebuilders fall, used car sales booming, the rise of zombie companies and global liquidity.
Newsclips
Cartoons
September 25, 2018
Newsclips
Leverage a Growing Concern, but Economic Momentum a Strong Buffer
September 24, 2018
Financial leverage continues to exceed long-term averages, meaning rising U.S. 10-year real yields above 1.0% could impair near and current so-called zombie companies. However, economic momentum overtaking inflation would likely reduce this risk. Let's watch this race between economic growth and inflation play out.