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Charts of the Week
Tracking the X-Date
June 13, 2025
All signs continue to point to an August or September x-date.
Charts of the Week
Small Business Owners’ Opinions Swing With Tariffs
June 13, 2025
Small business owners were optimistic after Trump's election win in November. The on-again, off-again nature of the trade war has taken a toll on this optimism.
Charts of the Week
The Explosion of Options Volume
June 13, 2025
Options volume on all exchanges has increased massively since the COVID-19 pandemic.
Charts of the Week
China’s Grip on Rare-Earth Production
June 13, 2025
China accounted for over two thirds of the world's rare earths production in 2024, a position which gives the country leverage in ongoing trade negotiations.
Charts of the Week
Remote Work Update
June 13, 2025
The latest on remote working and office attendance
Charts of the Week
The Fed’s Footprint in the Bond Market
June 13, 2025
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
Charts of the Week
A Long-Term Look at the S&P 500’s Real Earnings Yield
June 13, 2025
A long-term look at the S&P 500's real earnings yield
Charts of the Week
Weekly Research Recap
June 13, 2025
Some interesting charts from our recent posts.
Newsclips
Quick Comments/What We’re Reading
June 12, 2025
Today's topics include still no sign of buyers' fatigue at yesterday's Treasury auction, more on yesterday's inflation release, credit market volume being driven by index trades, the Fed can continue to wait & see, funding the budget deficit, debating de-dollarization, the latest tariff headlines, and tracking tariffs
Newsclips
Cartoons
June 12, 2025
Focused Research
Inflation Watch – No Sign of Tariff Inflation Yet
June 11, 2025
Month-over-month headline inflation came in lower than expected for the fourth month in a row. Surprisingly, some categories of goods actually declined in price in May. This runs counter to the belief that tariffs would start to push inflation higher.