Two “Data” items today regarding issues recently in the news: Topic #1: US Home Prices – how long can increases continue at this pace? Today, the Case-Shiller National Home Price Index printed a 7.0 percent annual increase for September....
A bit of a smorgasbord of Data topics today, but each with a direct read-through to US equity markets, economy, and Fed policy. #1: This is the one time of the year where you have to look at the entire CBOE VIX term structure (all expirations)...
It seems like not an hour goes by now that we don’t hear about fresh curbs on economic activity as countries and cities around the world try to curb the spread of the virus. Measuring the impact of these initiatives on output/labor conditions...
Excerpt from Barron’s quoting DataTrek Research: …. “The issue of zombies companies isn’t new, however. The International Monetary Fund, in a report cited by Yardeni Research, feared in October 2019 that zombie companies’ debt...
It seems like not an hour goes by now that we don’t hear about fresh curbs on economic activity as countries and cities around the world try to curb the spread of the virus. Measuring the impact of these initiatives on output/labor conditions...
Investors welcomed Pfizer/BioNTech and Moderna’s virus vaccines showing +90-95 percent effectiveness rates, but there’s still another piece of the puzzle to evaluate: will enough Americans be willing to get a vaccine to meaningfully/quickly stem...
