Felix Salmon

The government-dominated bond market

JP Morgan’s Nikolaos Panigirtzoglou put a fascinating report out last week, looking at supply and demand in the global bond market in 2014. And although I consider myself something of a bond nerd, I was genuinely astonished by some of the charts he put together, starting with this one:

How the NYT neglects business journalism

Brian Abelson has a fantastic post about the performance of NYT articles. The main gist is that it’s possible to predict with surprising accuracy how many pageviews any given NYT article is going to receive, given just a few variables like the amount of time that article spent on the home page, and whether or not it was tweeted by the main @nytimes Twitter account.

Bond-fund charts of the day, rising-rates edition

I’ve been a bit obsessed with trying to get a feel for exactly how much money bond funds might go down if and when interest rates start to rise. And now, thanks to the wonderful Jake Levy at BuzzFeed, I can show you, in animated, rubbable-GIF form!

Chart of the day, employment edition

jobs.tiff

There’s lots of good news in today’s employment report: payrolls rose substantially in October, and the already-great numbers for August and September were revised upwards to boot. Even the uptick in the unemployment rate, from 7.8% to 7.9%, was actually positive in many ways. Americans are back looking for work, which bodes well for the next few months.

Chart of the day: The long decline of labor

2012-13-1w.gif

This chart comes from Margaret Jacobson and Filippo Occhino at the Cleveland Fed, and it’s reasonably terrifying — yet another one of those charts where the trend is down and to the right, and where it’s only gotten worse since the end of the recession.

Animated chart of the day, Apple vs Microsoft edition

Back when this blog was on hiatus, I put a chart of Microsoft and Apple valuations up over at felixsalmon.com. People liked it, and so I decided to take the obvious next step, and animate it. The result is the video above, and this gif.

Charts of the day, mutual-fund outperformance edition

The FT’s Dan McCrum has found an interesting nugget in the data of my corporate cousins at Lipper:

Chart of the day, party neighborhood edition

Uber_weekend_model.jpg

This chart comes from Uber data geek (that is, a data geek who works for Uber) Bradley Voytek. You might recognize it from a blog post of Voytek’s from back in June, headlined “Building the Perfect Uber Party City”.

Chart of the day: Median net worth, 1962-2010

The big news from the Fed this week is, in the words of the NYT headline, that Family Net Worth Drops to Level of Early ’90s. But if you look at the actual report, there isn’t any data in there on family net worth before 2001. So many thanks to Peter Coy, who actually went ahead and ran the numbers.