Layoffs, According to Mr. Musk
March 6, 2025 | Sam Rines
For all the angst and optimism about the potential for DOGE to make progress in cutting government largess, it has yet to show up in the numbers in a truly meaningful way.
Home Builders Are Feeling the Pain
March 5, 2025 | Petr Pinkhasov
Home builders. Lots to say here. With the market volatility and things moving quickly, let's cover the basics.
Best and Worst S&P 500 Sector Performance Since Trump Took Office
March 4, 2025 | Kristen Radosh
Best Performers: the Wireless Service Index at 23.16%, followed by the Tobacco Index at 23.06% and the Integrated Telecommunication Services Index at 18.46%.
The Price Tag for Natural Disasters
March 4, 2025 | Kylie Leverenz
We examine the total cost of flooding and wildfires in the U.S. from 1980 to 2024 by outlining the cumulative cost by state in the following two heatmaps
The Number of 401(k) Millionaires with Retirement Accounts at Fidelity
March 3, 2025 | Kristen Radosh
The number of "401(k) Millionaires" has more than doubled from 2019 - 2024 (with 233,000 accounts in 2019) for an increase of 130%.
Trading Tariffs
February 4, 2025 | Sam Rines
We knew they were coming. There was little doubt the Trump Administration was going to utilize tariffs for various reasons.
Regional Banks: Deposits and Consumer Lending
February 3, 2025 | Kylie Leverenz
The KBW Bank Index, which represents national money center banks and leading regional institutions, was at 45.43% on 1/31/25, above the S&P 500 at 26.05%
The Tell Tale Signs of Credit Cards
February 3, 2025 | Kristen Radosh
The share only making the minimum payments has trended higher since Q4 2020
Measuring Fed Sentiment After the Release of the Fed Meeting Minutes
January 10, 2025 | Kristen Radosh
Bloomberg’s Economic Fed Sentiment Natural Language Processing model is outlined in the chart below for the period 1/06/2023 to 1/08/2025.