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The Bloomberg Commodity Index is down 3.27% since the Brexit vote. The Bloomberg Industrial Metals sub-index leads the commodity sub-indices, up 30.29% The Bloomberg Energy Index (blue line below) is down 7.19% since the Brexit vote. Use the interactive chart below to view any of the commodity sub-groups.
The Federal Reserve recently updated its Flow of Funds data through Q2 2017. Below we highlight some of the data covering the equity markets. Our complete collection of charts can be found here.
The Federal Reserve recently updated its Flow of Funds data through Q2 2017. Below we highlight some of the data covering the real estate markets. Our complete collection of charts can be found here.
We have aggregated a series of metrics assessing business innovation, regulatory environment, energy access, and renewable energies. Data sources range from The World Bank to mining social media and search trends. Higher index values indicate better conditions for economic growth in the new world of technology and renewables.
The first three charts below are updated through August 2017. The Case-Shiller chart is updated through July 2017.
Handout, mp3 replay and webcast replay for our conference call titled What to Expect From Balance Sheet Normalization on September 21, 2017. The handout can be found here (starts with the second post). Mp3 replay can be heard below: Webcast...
Comment For Treasuries the cap will be $6 billion per month initially and will increase in steps of $6 billion at three-month intervals over 12 months until it reaches $30 billion per month. For agency MBS the cap will be $4 billion per month...
The chart below shows the Goldman Sachs U.S. Financial Conditions Index with bands indicating prior Fed tightening campaigns. The sustained loosening of financial conditions is unique to this tightening campaign. Driven in large part by...
Comment The great unknown is when other central banks will join the chorus. Hawkish rhetoric is on the rise outside U.S. borders. But, action speaks louder than words… The direction of equity returns have remained dictated by economic growth,...
Summary U.S. inflation expectations should continue to rebound in the event economic data surprises (beats) make a triumphant return. History suggests TIPS breakevens widen with great frequency after a period of extreme data misses. Comment...
Summary Stronger gains in inflation are being found near technology hubs like San Francisco, likely where job markets and wages are improving most. Consumer demand for discretionary goods and services have yet to rebound as much as non-discretionary,...