According to Redfin, there were approximately 1.94 million home sellers in the U.S. housing market compared to 1.45 million homebuyers in the U.S. housing market in April 2025, for a difference of 490,000.
We illustrate Bloomberg’s Economic Fed Sentiment Natural Language Processing Model in the chart below (expressed as an index) for the period 1/1/2024 to 5/28/2025.
With JOLTS set to be released on 6/3/2025, the following charts examine how often job cuts have been mentioned in company transcripts and by news sources.
Gold had the highest YTD return at 21.20%, followed by Soybean Oil at 15.05% and Copper at 14.20%.
Coffee had the highest YTD return at 23.73%, followed by Soybean Oil at 19.87% and Gold at 19.70%.
Tin had the highest YTD return at 26.38%, followed by Natural Gas at 24.53% and Coffee at 16.58%.
The top two movers of the week were U.S. Large-cap ETFs and Government ETFs for the week ended on 5/30/25.
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
The top two movers of the week were U.S. Mortgage-Backed ETFs and U.S. Large Cap ETFs for the week ended on 5/02/25.
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities, Shelter Inflation, and CPI Breakdown
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Today Sam will provide his view on recent market turbulence. We will touch on stagflation and recession fears; the impact of higher rates; the gold rally and takeaways from the latest inflation report.
The homebuilders are going to face more competition from existing home sales when mortgage rates fall, and be relatively less competitive on location. It might not be the worst of times, but it is certainly not boom...