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
The U.S. has added jobs for 93 consecutive months. While this is clearly a positive sign for the economy, this streak could also be a function of improved data collection techniques.... Read More
A look at stock and bond total returns through June 2018... Read More
The U.S. has added jobs for 92 consecutive months. While this is clearly a positive sign for the economy, this streak could also be a function of improved data collection techniques.... Read More
A look at stock and bond total returns through May 31, 2018. ... Read More
Chinese holdings of U.S. Treasuries rose by $11 billion in March despite increased trade tensions.... Read More
The cost of doing business is rising, but these costs are not yet being passed along to the consumer.... Read More
Monthly fund flows through March 31, 2018. ... Read More
Stock and bond total returns through April 2018.... Read More
Yesterday's TIC release updates data through the end of February, so it is still too early to put Chinese Treasury holdings under a microscope in light of the steel tariffs.... Read More
An update of mutual fund and ETF flows... Read More
Stock and Bond Total Returns Through March 2018. ... Read More