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Monthly Archives: August 2023
Foreign Central Banks Continue To Sell Treasuries
Today’s release of the U.S. Treasury International Capital (TIC) flows data highlights a continued trend of foreign central banks reducing their holdings of U.S. notes and bonds, albeit at a notably decelerated pace. Between June ’22 and June ’23, foreign … Continue reading
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Nonlinear Thinking: EV Charging Roads
Stunning. Not far from the electric trolley buses with motors powered by electricity from overhead wires that I used to ride to work in San Francisco.
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U.S. Budget Deficit: July Data
The Treasury released the latest budget data earlier today, which shows the 12-month rolling deficit at $2.3 trillion or 8.4 percent of GDP. We are confused as to how many are worried about the deficit coming in at 6 percent … Continue reading
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COTD: Japan’s Bear Market In Children
COTD = Chart of the Day Stunning demographic data from Japan. The country’s bear market in babies almost matches its 30-year plus bear market in stocks, where the Nikkei 225 is still 17 percent below its December 29, 1989 price … Continue reading
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