Markets
Comparing Real Estate to GDP and Stock Ownership
September 23, 2022
For the first time in a couple years, households' real estate equity actually surpassed stock ownership.
Our Research
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Economy
68% of GDP Is Due to Personal Consumption
September 23, 2022
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Markets
Almost 46% of FDIC Deposits Are Uninsured
September 23, 2022
Almost 46% of FDIC deposits in the U.S. are uninsured.
Stocks
Net Equity Issuance
September 23, 2022
U.S. equity net issuance expanded by $526 billion in the second quarter.
Long Term Charts
A Long-Term Look at the S&P 500’s Real Total Return
September 23, 2022
A long-term look at S&P 500's real total return
Weekly Digest
Weekly Research Recap
September 23, 2022
Some interesting charts from our recent posts
Markets
Employment in Pictures – Healthy Jobs Market Continues to Give...
September 2, 2022
Today's payrolls release simply sets the table for the September 13 CPI report. With the labor market looking strong, the Fed continues to have enough cover to hike several more times. Questions still remain about the Fed's eventual terminal rate,...
Markets
Looking at U.S. Energy
September 1, 2022
There are currently two main factors driving record levels of inflation, housing and energy. While Europe is currently facing an intolerable energy crisis, the United States is faring slightly better on the energy front for the time being.
Markets
Total Return Review – Bonds’ Slide Continues
September 1, 2022
The losses continued to pile up in the bond market in August.
Markets
Is Inflation “Fever” Really Breaking?
August 30, 2022
The consensus continues to view inflation as transitory across the globe, soon returning to 2%. This rests on an understanding that nothing has changed and the pre-pandemic economy is returning.
Markets
An Update on Europe’s Energy Crisis
August 29, 2022
Europe's energy crisis is becoming intolerable and politicians are promising action, but reduced supply from Russia limits possible solutions.
Markets
Gasoline Traders Are Positioning for a Rebound
August 25, 2022
Continuing with our commentary on energy markets, gas prices at the pump exploded higher for US and global customers. Both crude oil and natural gas exhibited divergence in sentiment and positioning. Gasoline shows a similar trend to a lesser extent....