Tag: Charts
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Wells Fargo Economics on Return to Office
Office vacancies remain high
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Recession or nah?
How to invest with so much uncertainty
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Something is Broken
Now, I’m not necessarily predicting an imminent meltdown. These market signals are part of a broader mosaic – including geopolitical and biophysical issues – that is emerging. But something is definitely broken.
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Sentiment is So Negative It’s Bullish. Yet Rate Cycle is Bearish.
Confused yet? If you have a full time job (or life) you might not be able to watch the markets close enough to anticipate shifts and ruminate over conflicting information.
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How Treasuries Could Return 74.7%
Mortgage rates hit 8% and stocks are getting downgraded. A deteriorating economy could be a boon for bonds.
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What the yield curve is saying now vs 6mths ago
7 charts to get you up to speed fast
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7 Charts: Yield Spike, Bonds Hammered
3-minute mid week update
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Charts: Yields Skyrocketing
What assets do well in an inflationary environment?
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Will 60/40 Portfolio Come Back?
Weekend charts + podcast with Jeremy Grantham
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Future Returns: 3 Macro Observations
Bonus: Economic Indicators 101
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Charts: 2030 Canadian housing shortage
Quick hits for the weekend catchup
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Charts: Federal interest expense, real rates, 2024 CPI, 2030 Canadian housing shortage
Punchy charts to get you quickly updated