Charts of the Week
Over 68% of GDP Is Due to Personal Consumption
March 14, 2025
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Roughly 41% of FDIC deposits in the U.S. are uninsured.
U.S. equity net issuance rose by $1.14 trillion in the fourth quarter.
A long-term look at CPI
Some interesting charts from our recent posts
Today's topics include more on yesterday's inflation release, threatening a government shutdown, the stagflation play, wages & savings by income groups, Trump's desire for lower crude oil prices, the case against the Mar-a-Lago accord, buy the dip?, Michelle Bowman getting a promotion, and a look back at BTFP borrowing after silicon valley bank failed
Month-over-month inflation came in lower than expected for the first time since July 2024. With other macroeconomic issues dominating headlines, this did not alter traders' opinions about future rate cuts much.
Today's topics include short-term volatility, how is the U.S. consumer looking?, searching markets for recession signals, El-Erian opines on market shift, corporate spreads to widen from historically tight levels, job openings increased but the labor market is strong, how much can we talk about uncertainty?, what is working & not working in the market selloff?, higher rates in Japan, and bleak air travel demand
Today's topics include previewing tomorrow's CPI report, quantifying the stock market's carnage, is the fast money done selling?, buy the dip after stocks fall below 200-day moving average?, Trump willing to sacrifice soft landing for other goals, a tale of two inflation expectations, recession talk, and credit spreads take note of risk-off swing