Charts of the Week
A Long-Term Look at Expansions & Contractions
July 3, 2025
A Long-Term Look at Length of Expansions & Contractions
A Long-Term Look at Length of Expansions & Contractions
A Long-Term Look at Rates & Commodity Prices
A Long-Term Look at the 10-Year Real S&P Total Return
A Long-Term Look at Global Surface Temperatures
A Long-Term Look at Who Is Using AI Systems
A Long-Term Look at Interest Rates
A Long-Term Look at Federal Debt & Deficit
A Long-Term Look at Shiller Real Home Price Index
Today's topics include previewing tomorrow's payrolls report, Powell reiterates 'wait & see' for the umpteenth time, Lizz Truss moment 2.0?, be careful what you wish for with lower rates, watching for signs of funding market dysfunction, marking the X-date, the dash to trash, the euro, and shipping costs.
If the Fed cuts rates and mortgage rates follow the federal funds rate lower, home prices would rise, putting the average homeowner's monthly payment back at their current levels.
The bond market has given the stock market a run for its money so far this year. U.S. stocks kept pace with foreign stocks in Q2. The dollar's slide over the past six months is the worst since 2009.