Year-over-year energy inflation turned negative for the first time in over two years.... Read More
A graphical look at employment statistics through December... Read More
A look at stock and bond total returns through December 2018.... Read More
Fund flows through November 2018.... Read More
All eyes are on China's holdings of U.S. Treasuries because of the trade war, but Japan has actually sold the same amount since February.... Read More
Energy inflation is falling fast, but it is still 3.18% higher than it was a year ago.... Read More
A graphical look at employment statistics through November.... Read More
A look at stock and bond total returns through November 2018.... Read More
Used car and truck prices followed up September's huge decline with a near-record increase in prices in October.... Read More
Fund flows through September 2018.... Read More
Wage growth finally broke 3%, but Fed watchers remain focused on broader inflation expectations. Also, Hurricane Michael kept a large number of people away from work in October.... Read More
A look at stock & bond total returns through October 2018... Read More
Comparing the size of U.S. GDP to various markets... Read More
All eyes are on China's holdings of U.S. Treasuries because of the trade war, but Japan has quietly sold more since the trade war started.... Read More
Used car and truck prices declined to a degree only seen a couple times since 1969, but the markets expect the Fed to stick to its planned hikes.... Read More
In the typical September payroll survey period, an average of 85,000 people will miss work for weather-related reasons. Hurricane Florence managed to keep almost 300,000 people from work.... Read More
Monthly fund flows through August 2018.... Read More
China has sold just $10 billion of their Treasury holdings since the trade wars began - a drop in the bucket of their $1.17 trillion portfolio.... Read More
Wage growth hit its highest level since May 2009, improving the odds of a December FOMC hike.... Read More
The dollar's rally since the trade war started has created divergences in the returns of some of the major stock indices. However, in local currency terms, stocks outside the U.S. have managed to hang in there with their U.S. counterparts.... Read More