Market Highlights in Charts 11.20.17

1. While the housing numbers continue to show improvement, due to the depth of the "Great Recession", we have only recovered to the trough of past housing recessions...

Market Highlights in Charts 11.17.17 - Bonus Friday!

1. While most U.S. cities appear to be booming, the Fed models' GDP forecasts are moderating.Source: WSJ Daily Shot; As of 11/16/172. With kids in college we have a very hard time believing this...

Market Highlights in Charts 11.15.17

1. At least one major economy is seeing bond interest rates "normalize".  Will the rest of the world follow?

Market Highlights in Charts 11.13.17

1. The yield curve continues to flatten...

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.

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!