Humor
Cartoons
June 16, 2025
Today's topics include the dollar reaches a critical point, momentum in equities, the case for rate cuts, what changes the debt trajectory, misplaced concern over the 30-year auction, Xi vs. Trump: a battle of time horizon, a quick profile of the Chinese economy, and active ETFs find their moment in 2025
All signs continue to point to an August or September x-date.
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.
Options volume on all exchanges has increased massively since the COVID-19 pandemic.
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.
The latest on remote working and office attendance
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
A long-term look at the S&P 500's real earnings yield
Some interesting charts from our recent posts.
In the latest installment of Talking Data, Alex discusses CDS spreads & the debt ceiling.