Sample Our Reports, Presentations, & Market Insights
Today's topics include hoping for a pivot, market stress, central banks cater to the markets, fighting inflation takes a long toll, asset managers in focus, the odds of a recession, more signs of stress on housing market, and updating the return to...
Some highlights from our recent COT report.
A replay of our September 29, 2022 conference call
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.
Private pension funds have much smaller funding gaps than their government counterparts.
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.
For the first time in a couple years, households' real estate equity actually surpassed stock ownership.
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Almost 46% of FDIC deposits in the U.S. are uninsured.
U.S. equity net issuance expanded by $526 billion in the second quarter.
A long-term look at S&P 500's real total return