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Newsclips
The Current Drivers of the Bond Market
May 19, 2025
A replay of our May 22, 2025 conference call.
Conference Calls
The Current Drivers of the Bond Market
May 19, 2025
Yields are heading higher while the probability of a Fed cut is declining. Why is this happening? How does inflation, growth, tariffs, the Moody's downgrade, and the "Big Beautiful Bill" impact the bond market?
Focused Research
CoT Commentary: Bitcoin Over $100K But Not Attractive
May 19, 2025
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.
Newsclips
Quick Comments/What We’re Reading
May 19, 2025
Today's topics include Moody's downgrades the US, on valuations & the Mag 7, laying out risks ahead, a new desire for EM exposure, is this is beginning of the end for American college as we knew it?, how will sub-$60 oil impact producers?, breaking down private capital, and a tokenized future?
Newsclips
Cartoons
May 19, 2025
Newsclips
Quick Comments/What We’re Reading
May 16, 2025
Today's topics include the Fed's five-year policy review, tracking the x-date, the retail crowd's diamond hands, Fedspeak, the consensus swings to "no recession", stock technicals, today's trade headlines, global shipping plays red light/green light, and gold.
Newsclips
Cartoons
May 16, 2025
Charts of the Week
Household Debt Stands at $18.20 Trillion
May 16, 2025
Household debt in the U.S. stood at $18.20 trillion in the first quarter.
Charts of the Week
Credit Utilization Back to Pre-Pandemic Levels
May 16, 2025
Credit utilization has returned to pre-pandemic levels.
Charts of the Week
Breaking Down Household Debt by Age Group
May 16, 2025
People under 30 and over 70 hold a relatively small amount of debt compared to other age groups.
Charts of the Week
Third Party Collections
May 16, 2025
The average third party collection stood at $1663 in the first quarter.