Rates are top of mind, but there’s much more to see here. ETFs, mutual funds, historical warning signs, a variety of alternatives, and a great big trading floor that once was.

A great selection of charts about capex, earnings, net stock issuance, dividend plays, bonds under pressure, big hedge funds, institutional asset owners, and hockey stick moves.

The Fed chair spooks the short end, yet stock investors are in party mode. Plus, the biggest trading losses, private credit woes, a possible warning for Sun Belt real estate, and more.

There has been one big story this year. Charts about that in this edition, plus fixed income and private assets.

Endowment flips, a second spike for Corning, China selling Treasuries, AI disruption, and big dispersion in liquid alts.

Tech stocks, employment trends, Asian fixed income, a precious (metal) year, margins on the move, a sticky presidential cycle, etc.