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Charts of the Week
Wages Back To 1774
December 27, 2017
Printer-friendly pdf version of the charts in this post: View PDF
Charts of the Week
U.S. Population Back To 1790
December 27, 2017
Charts of the Week
The United Kingdom
December 27, 2017
Charts of the Week
President’s Approval Over Time
December 27, 2017
Charts of the Week
Other Long-Term Charts Of Interest
December 27, 2017
Newsclips
EM and Industrial Metals Winning the Race in 2017
December 27, 2017
Comment If we were to tell you emerging market equities and industrial metals would produce some of the best risk-adjusted returns in 2017, would you believe inflation expectations would lag terribly behind? The chart below shows rolling one-year reward-to-risk ratios by asset class. These ratios are simply the average daily return divided by standard deviation.… Continue reading EM and Industrial Metals Winning the Race in 2017
Newsclips
Conference Call Transcript – Five Themes To Watch In 2018
December 27, 2017
View PDF The handout, mp3 replay and webcast replay of our conference call titled Five Themes to watch in 2018 on December 21, 2017 can be found below. The handout can be found here (starts with the second post). The mp3 replay can be heard below: The webcast replay is below:
Charts of the Week
PDF Composite Of The Charts
December 27, 2017
Below is a printable PDF file of some of the charts above. View PDF
Newsclips
Corporate Bond Issuance
December 27, 2017
The Wall Street Journal – A Banner Year for Corporate Debt Low interest rates, economic health and easy credit conditions spurred corporate borrowing, which met strong demand from investors By almost any measure, corporate borrowers had it easy in 2017. Yields on corporate debt, which fall as prices rise, began the year at very low levels… Continue reading Corporate Bond Issuance
Newsclips
Bonds In 2018
December 27, 2017
Bloomberg View – David Ader: Bond Market Crosscurrents to Make for Tricky 2018 The bull market for fixed-income may be over, but we don’t seem to have entered a major bear trend. The Federal Reserve just raised its main interest rate to 1.5 percent, and the market is pricing in a rate just above 1.87 percent… Continue reading Bonds In 2018
Newsclips
Crude Oil Outlook
December 27, 2017
Bloomberg Business – All That New Shale Oil May Not Be Enough as Big Discoveries Drop Three years after causing an oil-price crash, the shale boom may not be enough to meet rising global demand because the industry has cut back so sharply on higher-risk mega-projects. Discoveries of new reserves this year were the fewest on record… Continue reading Crude Oil Outlook