Today's topics include Wednesday's trade deadline, changing relationships in currency markets, quantifying uncertainty, government borrowing, where are the equity market vigilantes?, the retail crowd loves to speculate, and the state of the housing market
Nonfarm payrolls grew by 147k jobs in June, well above economists' median estimate. The data continues to allow the Fed to kick the can down the road on potential rate cuts.
Today's topics include bond yields, bond auctions, the race to replace Powell, the strong euro, what AI means for jobs, an independent Fed, and will banks issue stablecoins?
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