Charts of the Week
Volatility of Rate Hike Timing Ultra-Low
September 12, 2018
Ultra-low economic data volatility is being met with ultra-low rate hike timing volatility across major developed central banks.
Ultra-low economic data volatility is being met with ultra-low rate hike timing volatility across major developed central banks.
Gold and cyclical sectors of the S&P 500 have seen tighter ties with the U.S. dollar’s fortunes lately and would stand to benefit if the dollar heads lower.
Have you ever wondered how long U.S. citizens would collectively have to work in order to buy every single share of stock in the U.S. markets?
Updating a look at macro options volume on the CBOE.
Speculators have moved to an extreme net short position in soybean futures as tariffs have taken their toll. Have they gone too far?
The following charts continue to support the idea that the midterms are going to be a lot closer than conventional wisdom suggests.
Central bank balance sheets continue to shrink.
An updated look at high yield ETFs.
This week US News & World Report released their 2019 college rankings. This is the oldest such ranking, starting in 1983, and likely the most influential.
U.S. 10-year note yields are enduring one of their tightest trading ranges in history with an eventual breakout expected to send waves across all markets. Investor's fear of inflation, which is again very low, dictates the direction and magnitude of reactions.
Major hurricanes are rarely market events. We look at the performance of 10-year yields, the S&P 500, TIPS breakeven spreads and property & casualty insurers.
Today's topics include corporate bond liquidity, confidence surveys, the 10-year anniversary of Lehman, the crypto wipeout, Fed hikes, FANG stocks and too much debt.