What is the Eurodollar Market?
The most important and least understood driver of global financial markets.
Topic of the Year: Inflation, A Generational Shift in Fund Flows, Looking Forward to the US Dollar and Oil, and a Little Lykeion Fun
Real Yields, Debt, Strategic Petroleum Reserve, S&P Concentration, Fundamentals
Fertilizer Prices, Capital Goods Orders, Nuclear to the Rescue, Gilt's on the Move, Concentration of Media and Batteries
Remittances, Revenue per FTE, CAPEX by Industry, High Yield Debt with Negative Interest, Dying From... , Sub 3-Hour Flights
US Spending vs. Income, SPX:TLT, TSA Traffic, Generational Debt-to-Income, Google & Apple, Share Buybacks
Global PMIs are closely correlated with growth in the global money supply. So we asked our contributor network why this matters, and their answers range from fundamental, to techinical, to philosophical (thanks Sune!)
Debt-Driven GDP, Financial Industry Penalties, Nuclear Power, Declining Energy Intensity, Gross Output, GDP per Capita, Loan-to-Deposit Ratio
We asked our contributor network why they believe the Inverse Head & Shoulders forming in the DXY matters. Here are their responses.
CapEx and R&D to Earnings, Share Buybacks, Labor Participation Rates, Uranium Fuel, and Investor Led Rounds
The Fed's Reverse Repo facility is at an all-time high. But "Why Does This Chart Matter?" Find out what our contributors think; Mike Green, Jeff Snider, Luke Gromen, Seth Levine, and Roger Hirst