Conference Call
Has A Recession Already Begun?
June 21, 2022
A replay of our June 23, 2022 conference call.
Our Research
Sample Our Reports, Presentations, & Market Insights
Long Term Charts
A Long-Term Look at Crude Oil
June 20, 2022
A long-term look at crude oil
Long Term Charts
A Long-Term Look at Real S&P 500 Earnings Yield
June 20, 2022
A long-term look at real S&P 500 earnings yield
Long Term Charts
A Long-Term Look at Interest Rates
June 20, 2022
A long-term look at interest rates back to 1790
Talking Data Podcast
Talking Data – What is the Yield Curve Telling Us?
May 11, 2022
In the latest installment of Talking Data, Jim discusses what the yield curve is telling us.
Markets
Cold Reality From Former Fed Officials?
May 10, 2022
Former Fed officials are criticizing current Fed policy to a degree and veracity not seen since the 1970s. Are they quietly saying what current Fed officials cannot?
Inflation
Have Car Prices Peaked?
May 10, 2022
Car prices account for 9.2% of CPI. A peak in car prices is being heralded by many as a sign that inflation is peaking. While inflation may be heading lower this month, real-time measures of car prices show the market is not slowing to the degree...
Markets
What Is the Yield Curve Telling Us?
May 9, 2022
The last six weeks have seen a bear steepener with rising interest rates and a steepening yield curve. The market thinks the Fed is behind the curve and doubts the FOMC's ability to rein in inflation. Inconsistent and contradictory Fed talk is...
Interest Rates
Is a Higher High in Rates Coming?
May 6, 2022
Interest rates seemed poised for their first higher high in almost 40 years. Should this happen, it would suggest interest rates are in a secular uptrend.
Conference Call
When Will the Fed Stop Hiking?
May 5, 2022
Join us Thursday, May 5 for our next conference call.
Talking Data Podcast
Talking Data – Bond Market Carnage Update
April 27, 2022
In the latest installment of Talking Data, Jim updates on the bond market's carnage.
Conference Call
The Epic Bond Market Rout
April 11, 2022
A replay of our April 14, 2022 conference call.