Sample Our Reports, Presentations, & Market Insights
S&P Global Platts – US shale oil rebound shakes OPEC Even with oil prices hovering around the $50/b mark, the US rig count has increased rapidly while E&P companies continue to record substantial reductions in well drilling costs. The...
Forecasts for PCE core YoY inflation rising over the next 12 months are 97%. Upside growth in excess of 50 bps stand at 70% using realized economic growth through March 2017. All in all, we are very likely in a rising inflation cycle. The chart below...
Comment A client recently asked us to break down public and private pension funds’ holdings of debt versus equities. The first chart below shows the nominal holdings through the Fed’s latest Flow of Funds release as of Q4 2016. The next...
Comment The chart below shows the complete history of Gallup’s presidential approval rating back to 1938. The first tab (Presidents’ Rating Comparison) shows the first 100 days of all presidents’ approval ratings since the Great...
CNBC – The industry that opposed Trump the most has performed best in his first 100 days Despite loud opposition from tech firms to many of Trump’s policies, investors have hoisted many tech stocks to all-time highs since the election....
ETF Trends – Oil ETFs Drubbed, But Some Argue for Upside For example, USO, one of the most heavily traded commodities exchange traded products of any stripe, slid more than 5%, but some market observers believe oil’s most recent plunge is not...
Comment The chart below provides a historical look at the yields of various Treasury instruments as well as Moody’s yields. Some of the data dates back to 1790. In the case of the 10-year note, the following data sets have been spliced...
Handout, mp3 replay and webcast replay for our conference call titled The Growing Divide Between Survey-Based Data And Realized Data on April 20, 2017. The handout can be found here (starts with the second post). Q&A from this conference call...