Baby You Can Drive My Car

The three-day weekend gave us a chance to attend the New York International Auto Show. If interest in personal transportation is on the wane, an ever-popular theme in newsrooms, then someone …

The Fed’s Long, Strange Trip

At DataTrek we love a good time series analysis, so let’s look at Fed Funds over the last 60 years and consider what a long, strange trip it’s been: March …

Price/Disruption Ratios Are A Thing Now

In our Markets section 2 nights ago we mentioned that Amazon is responsible for 6.7% of the S&P 500’s market value gain since November 2005. Amazon was added to the index …

You Can’t Charge For Doing Good

US listed exchange traded funds dedicated to environmental, social and governance concerns are still quite small but are growing at a steady clip in 2019. A few data points: The current …

90 Years of Tech Adoption Rates

If you Google the phrase “tech adoption rates” most of the first-page results will feature a chart that shows what percent of US households had everything from a landline telephone …

5 Points About US Earnings Season

JP Morgan’s Jamie Dimon is bulled up on the US economy, and JPM’s upside surprise for Q1 earnings on Friday meant investors took his macro overview to heart: “If you …

Disruption in Infrastructure

DataTrek spent most of the day at an infrastructure industry conference hosted by our friends at Thompson Research Group. We had the chance to meet 1:1 with senior executives of some …

US Bank C&I Loans: Better, But…

When we last checked in on US bank Commercial & Industrial (C&I) loans back in November 2018, we made the following 2 points: #1: Contrary to all the concerns over …

JOLTS Report: Help (Still) Wanted

“Job openings plunged in February!” You probably saw a lot of headlines like this today after the Job Openings and Labor Turnover Survey (JOLTS) came out. While correct, it’s not time …