Tag Archives: Monthly Reports

February 14, 2023

Inflation Watch – The Critical Five-Month Window for Lower Inflation
Posted By Greg Blaha | Featured, Newsclips

Month-over-month CPI was deflationary for the first time since May 2020. The year-over-year numbers are heading in the right direction and will likely continue to do so for the next several months. Come July, this dynamic could possibly change.... Read More

February 3, 2023

Monthly Reports

Employment in Pictures – A Month of a Lot of Revisions
Posted By Greg Blaha | Featured, Newsclips

January's labor market data underwent many revisions. That being said, the data continues to surprise economists to the upside. In a welcome sign to Fed officials, wage growth continued lower.... Read More

February 1, 2023

Monthly Reports

Total Return Review – Stocks & Bonds Off to Fast Start This Year
Posted By Greg Blaha | Featured, Newsclips

After last year's miserable returns, both stocks and bonds got off to a fast start in 2023.... Read More

January 31, 2023

Monthly Reports

Monthly Fund Flows – Breaking Down Bond Flows
Posted By Greg Blaha | Newsclips

Despite a massive discrepancy in returns since QE began in 2009, bond funds have seen much larger inflows than stock funds.... Read More

January 26, 2023

Monthly Reports

Market Capitalization as a Percentage of GDP
Posted By Greg Blaha | Featured, Newsclips

A look at the size of various markets compared to the U.S. economy... Read More

January 19, 2023

Monthly Reports

TIC Update – Some Perspective on Japan’s Treasury Holdings
Posted By Greg Blaha | Newsclips

Japan and China's holdings of Treasuries dropped materially over the past several months. A large part of this is simply a function of Treasuries' terrible returns. In the case of Japan, it may also be a sign of stress for the BoJ.... Read More

January 12, 2023

Monthly Reports

Inflation Watch – CPI’s First Deflationary Month in Over Two Years
Posted By Greg Blaha | Featured, Newsclips

January 6, 2023

Monthly Reports

Employment in Pictures – Wage Growth Outpacing Core Inflation Past Three Months
Posted By Greg Blaha | Featured, Newsclips

Payrolls beat expectations for a record ninth month in a row. On a three-month annualized basis, wage growth outpaced core inflation for the first time in over a year.... Read More

January 3, 2023

Monthly Reports

Total Return Review: A Look Back at 2022
Posted By Greg Blaha | Featured, Newsclips

2022 was a year most investors would rather forget, with both stocks and bonds falling in tandem and very few major assets providing positive returns.... Read More

December 30, 2022

Monthly Reports

Monthly Fund Flows – Trader vs. Allocator Flows
Posted By Greg Blaha | Newsclips

Differentiating 'allocator' ETF flows from 'trader' ETF flows... Read More

December 2, 2022

Monthly Reports

Employment in Pictures – An Eighth Straight Beat
Posted By Greg Blaha | Featured, Newsclips

Payrolls beat estimates for the eighth straight month. The markets took this upside beat in stride, keeping an eye on the upcoming inflation release.... Read More

December 1, 2022

Monthly Reports

Total Return Review – Bonds Bounce Back in November
Posted By Greg Blaha | Featured, Newsclips

Both U.S. and global bond total returns bounced back in a big way in November. However, one positive month is a drop in the bucket compared to the year's miserable returns.... Read More

November 30, 2022

Monthly Reports

Fund Flows – Index Funds Continue to Grow
Posted By Greg Blaha | Newsclips

Index funds have accounted for an increasingly larger portion of ETF and mutual funds' assets under management over the past decade.... Read More

November 17, 2022

Monthly Reports

TIC Update – Japans Treasury Holdings Declined by Record Amount in September
Featured, Newsclips

Japan's holdings of U.S. Treasury securities fell almost $80 billion in September, the largest drop in the eleven years of recorded data.... Read More

November 10, 2022

Monthly Reports

Inflation Watch – Is the Fever Breaking?
Posted By Greg Blaha | Newsclips

CPI came in below expectations for just the fourth time since the beginning of 2021. Projecting where inflation will be in several months is an impossible task, but running through several scenarios offers some perspective.... Read More

November 4, 2022

Monthly Reports

Employment in Pictures – Another Month, Another Upside Beat
Posted By Greg Blaha | Newsclips

Payrolls beat estimates for the ninth time in the past ten months. The markets took this upside beat in stride, keeping an eye on upcoming inflation releases.... Read More

November 1, 2022

Monthly Reports

Total Return Review – Updating the Year of Extreme Returns
Posted By Greg Blaha | Newsclips

The losses in the stock and bond markets have rarely been matched on a historical basis.... Read More

October 31, 2022

Monthly Reports

Monthly Fund Flows – Trader Flows vs. Allocator Flows
Posted By Greg Blaha | Newsclips

Differentiating 'allocator' ETF flows from 'trader' ETF flows... Read More

October 27, 2022

Monthly Reports

Market Capitalization as a Percentage of GDP
Posted By Greg Blaha | Newsclips

A look at the size of various markets compared to the U.S. economy... Read More

October 13, 2022

Monthly Reports

Inflation Watch – A Window for Lower CPI the Next Nine Months?
Posted By Greg Blaha | Featured, Newsclips

CPI came in above expectations yet again. In fact, headline inflation has only come in below expectations twice in the past twenty months. Projecting where inflation will be at year-end is an impossible task, but running through several scenarios offers some perspective.... Read More

Inflation Watch – The Critical Five-Month Window for Lower Inflation Posted By Greg Blaha | Featured, Newsclips

Employment in Pictures – A Month of a Lot of Revisions Posted By Greg Blaha | Featured, Newsclips

Total Return Review – Stocks & Bonds Off to Fast Start This Year Posted By Greg Blaha | Featured, Newsclips

Monthly Fund Flows – Breaking Down Bond Flows Posted By Greg Blaha | Newsclips

Market Capitalization as a Percentage of GDP Posted By Greg Blaha | Featured, Newsclips

TIC Update – Some Perspective on Japan’s Treasury Holdings Posted By Greg Blaha | Newsclips

Inflation Watch – CPI’s First Deflationary Month in Over Two Years Posted By Greg Blaha | Featured, Newsclips

Employment in Pictures – Wage Growth Outpacing Core Inflation Past Three Months Posted By Greg Blaha | Featured, Newsclips

Total Return Review: A Look Back at 2022 Posted By Greg Blaha | Featured, Newsclips

Monthly Fund Flows – Trader vs. Allocator Flows Posted By Greg Blaha | Newsclips

Employment in Pictures – An Eighth Straight Beat Posted By Greg Blaha | Featured, Newsclips

Total Return Review – Bonds Bounce Back in November Posted By Greg Blaha | Featured, Newsclips

Fund Flows – Index Funds Continue to Grow Posted By Greg Blaha | Newsclips

TIC Update – Japans Treasury Holdings Declined by Record Amount in September Featured, Newsclips

Inflation Watch – Is the Fever Breaking? Posted By Greg Blaha | Newsclips

Employment in Pictures – Another Month, Another Upside Beat Posted By Greg Blaha | Newsclips

Total Return Review – Updating the Year of Extreme Returns Posted By Greg Blaha | Newsclips

Monthly Fund Flows – Trader Flows vs. Allocator Flows Posted By Greg Blaha | Newsclips

Market Capitalization as a Percentage of GDP Posted By Greg Blaha | Newsclips

Inflation Watch – A Window for Lower CPI the Next Nine Months? Posted By Greg Blaha | Featured, Newsclips

Inflation Watch – The Critical Five-Month Window for Lower Inflation
Posted By Greg Blaha | Featured, Newsclips

Employment in Pictures – A Month of a Lot of Revisions
Posted By Greg Blaha | Featured, Newsclips

Total Return Review – Stocks & Bonds Off to Fast Start This Year
Posted By Greg Blaha | Featured, Newsclips

Monthly Fund Flows – Breaking Down Bond Flows
Posted By Greg Blaha | Newsclips

Market Capitalization as a Percentage of GDP
Posted By Greg Blaha | Featured, Newsclips

TIC Update – Some Perspective on Japan’s Treasury Holdings
Posted By Greg Blaha | Newsclips

Inflation Watch – CPI’s First Deflationary Month in Over Two Years
Posted By Greg Blaha | Featured, Newsclips

Employment in Pictures – Wage Growth Outpacing Core Inflation Past Three Months
Posted By Greg Blaha | Featured, Newsclips

Total Return Review: A Look Back at 2022
Posted By Greg Blaha | Featured, Newsclips

Monthly Fund Flows – Trader vs. Allocator Flows
Posted By Greg Blaha | Newsclips

Employment in Pictures – An Eighth Straight Beat
Posted By Greg Blaha | Featured, Newsclips

Total Return Review – Bonds Bounce Back in November
Posted By Greg Blaha | Featured, Newsclips

Fund Flows – Index Funds Continue to Grow
Posted By Greg Blaha | Newsclips

TIC Update – Japans Treasury Holdings Declined by Record Amount in September
Featured, Newsclips

Inflation Watch – Is the Fever Breaking?
Posted By Greg Blaha | Newsclips

Employment in Pictures – Another Month, Another Upside Beat
Posted By Greg Blaha | Newsclips

Total Return Review – Updating the Year of Extreme Returns
Posted By Greg Blaha | Newsclips

Monthly Fund Flows – Trader Flows vs. Allocator Flows
Posted By Greg Blaha | Newsclips

Market Capitalization as a Percentage of GDP
Posted By Greg Blaha | Newsclips

Inflation Watch – A Window for Lower CPI the Next Nine Months?
Posted By Greg Blaha | Featured, Newsclips