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
Fund flows through July 2018.... Read More
Turkey's holdings of U.S. Treasuries fell to just $29 billion in June. ... Read More
An interactive visualization of the latest CPI, PPI and PCE reports... Read More
July's payroll report missed estimates, but revisions to the May and June figures offered a silver lining.... Read More
A look at stock and bond total returns through July 2018.... Read More
Mutual fund and ETF flows through June 2018.... Read More
Comparing the size of U.S. GDP to various markets... Read More
In April and May, Putin made true on his promise to "diversify" away from the U.S. dollar. Russian holdings of U.S. Treasuries fell from $96 billion to just $15 billion over this period.... Read More
An interactive visualization of the most recent CPI, PPI and PCE reports... Read More