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Happy Super Bowl Sunday!
Here's the cost of a 30-second ad over time, handily beating inflation over the last 50+ years Source: Markets & Mayhem
Another wave of early retirements is hitting as the stock market surges
This complicates the Fed's goals for the labor market to some degree, as it means there are more exiting the workforce. There's already 1.45 jobs available for every unemployed person seeking work. Source: Bloomberg, Markets & Mayhem
The negative correlation between the us dollar with stocks (and other risk assets) has been strong for quite some time.
Meanwhile, US Dollar Index Futures are up every single week this year. Has this relationship now changed, or is the unwind about to come? Source: JC Parets
Are investors too complacent on the 10-year us treasury?
Investors expect 3% treasuries at year-end Source: Win Smart, CFA, BofA, The Daily Shot
Believe it or not, Germany is the Number 1 coal consuming country in the EU...
If one really cared about climate, would one shut down nuclear or coal power plants first? Source: Michael A. Arouet
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