Market Highlights in Charts 11.13.17

1. The yield curve continues to flatten...

Policy Mistakes and their Economic Consequences:          Now the Fed is Tapering QE... What could possibly go wrong?

The U.S. Federal Reserve Bank’s (Fed) policy mistakes(tightening too far and/or too fast) have had a hand in every recession since WWII. The last time the Fed raised rates in 2004-2006, they...

Market Highlights in Charts 11.8.17

1. According to PowerShares, ETF flows are reversing their multi-year trend and slowing down in 2017 (increasing at a decreasing rate).

Market Highlights in Charts 11.6.17

1. Is wage inflation coming soon? 

Market Highlights in Charts 11.3.17 - Bonus Friday!

1. A great historical perspective on the FED's balance sheet as a percentage of the GDP since 1914.

Don’t Always Believe What You Read

Pundits have spoken at length about how so much of the recovery of the financial markets has been based on aspects other than earnings, such as multiple expansion and buybacks. That does not tell...

Market Highlights in Charts 11.1.17

1. A precursor for higher Chinese inflation?

Market Highlights in Charts 10.30.17

1. Is the record bond issuance telling us rates will be higher in the near future?

Market Highlights in Charts 10.25.17

1. The steepness of the growth slope is worrisome. Parabola up, parabola down!

Market Highlights in Charts 10.23.17

1. Inflation is alive and well for the prices of U.S. Housing.