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Sober Look is a no-hype financial blog that typically relies on data analysis and primary sources. Posts are intended to be succinct, to the point, with no self-promoting nonsense, and no long-winded opinions. If you are looking for Armageddon predictions or conspiracy theories, you will be ...more

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Are Global Central Banks Becoming Increasingly Hawkish?
Concerns are mounting that global central banks are becoming increasingly hawkish in the face of stronger than expected inflation.
Median Home Prices Soar
The median price of a new home in the US surpassed $400k.
The T-Bill Market In A Chart
The T-bill market is increasingly pricing in the US Treasury default risk.
Food For Thought - Retirement Dreams
A collection of charts that impacting the American dream of retirement.
The Daily Shot Brief - Global Macro Currents
The US trends in prime-age vs. total labor force participation continue to diverge; Economists expect the ECB to lower its inflation forecasts; China eased its monetary policy, and more.
A Shot Of Politics: Week Of August 5th, 2019
A review of the past week and what you need to know.
The Daily Shot And Data — Thursday, Nov. 17
US homebuilder optimism remains elevated. Is this driven by the new housing demand or by all the cannabis legalization around the country?
The Daily Shot And Data — Wednesday, Nov. 16
The global bond rout took a breather on Tuesday as investors saw yields rising "too much, too fast." However, short-term rates in the US continue to increase.
The Daily Shot And Data — Monday, Nov. 14
Yields are rising globally, with the more vulnerable emerging economies hit the hardest.
The Daily Shot And Data — Thursday, Nov. 10
Global markets (especially in Asia) plunged on heightened uncertainty, some of which was related to Trump's views on international trade. But as cooler heads prevailed (and as traders remembered Brexit), risk appetite returned.
The Daily Shot And Data — Wednesday, Nov. 9
US market-based inflation expectations rose to the highest level in almost a year - a trend that is now likely to reverse.
The Daily Shot And Data — Tuesday, Nov. 8
Investors around the world continue to focus on the US elections, with the latest Clinton/FBI news injecting a fresh dose of risk appetite into the global markets.
The Daily Shot And Data - November 3, 2016
The Fed is saying that barring a major negative payrolls surprise this Friday, expect a rate hike in December.
The Daily Shot And Data - October 31, 2016
Bank credit expansion has been brisk over the past few years, resulting in US broad money supply growing significantly faster than the nominal GDP.
The Daily Shot And Data - October 28, 2016
It seems that the increases in the Eurozone's loan growth have stalled, potentially as a result of the recent recapitalization pressures in the banking system. Loan growth for both corporations and households has leveled off.
The Daily Shot And Data - October 27, 2016
Italian bond yields rose, leading European debt price declines. New Eurozone issuance as well as Tuesday's Austria's first 70yr bond hitting the market created a bit of a supply overhang.
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