Markets
Alternative Measures of the Housing Market
January 24, 2025
The number of homes sold each month has fallen considerably from the January 2021 high. Over the past few months, however, a bit of an uptrend has formed.
The number of homes sold each month has fallen considerably from the January 2021 high. Over the past few months, however, a bit of an uptrend has formed.
A long-term look at crude oil production
Some interesting charts from our recent posts
In the latest installment of Talking Data, Alex discusses the momentum-driven equity rally in 2024 and what's ahead for 2025.
Today's topics include let's not forget about inflation, what's next for the Fed?, trials & tribulations of a value investor, is this a bubble? would you even know?, Germany's high energy costs hurt growth, leading indicators are meant to indicate something...anything!, dissecting the U.S. tax system, how financially healthy are U.S. households?, Japanese banks see light at the end of the tunnel, Chinese equities see diminishing returns with economic doubts weighing, and a resurgence of IPOs?
Today's topics include making the case for hikes instead of cuts in 2025, stocks vs. bonds, an eye on UK debt, the U.S. fiscal picture, stock buybacks vs. capital investment, where's the volatility?, and stock returns for each president's first 100 days
Q4 2024 earnings season began last week. Growth is expected to be well below recent quarters, however expectations for previous quarters were also underestimated before earnings season. Q4 growth may follow a similar trend.
Today's topics include estimating t-bill issuance in light of debt ceiling, yields & stocks, when will QT end?, big banks settle SEC probe on low-paying sweep accounts, how will the dollar perform in 2025?, and grocery prices on the rise
Today's topics include discussing the dollar in 2025, 2024 ETF flows blow out record, Goolsbee changes tone toward a patient approach, 6% yields?, mortgage rates stay elevated, powering China's economy through stimulus, details on Scott Bessent's hearing for Treasury secretary, and pension funds utilizing crypto