DATA · BREADTH
Charlie Bilello
Data-led market strategist. Breadth, valuation, inflation, asset returns and historical comparisons. Weekly Week in Charts. Shared channel skipped until attribution.
Catch-Up
The focus is on fiscal deterioration: debt is rising sharply both over the past month and over the past year as spending and deficits remain elevated. Inflation is also described as having moved higher over the year, alongside the absence of the proposed tariff dividend for lower- and middle-income households.
A daily catch-up of talking heads, in fifteen minutes.
Current Views
Charlie Bilello DATA · BREADTHUS national debt has risen from $19 trillion in March 2016 to $40 trillion today, highlighting a long-term expansion in federal debt.
Charlie Bilello DATA · BREADTHUS gasoline prices have climbed to $4.07 per gallon, the highest for this point in August, indicating the inflation problem remains unresolved.
Charlie Bilello DATA · BREADTHThe Fed should be tightening through rate hikes and balance-sheet reduction rather than expanding its balance sheet, with inflation averaging 4% annually since 2019.
Charlie Bilello DATA · BREADTHNational debt has increased $3.7 trillion in 13 months as Washington raises the debt ceiling, sustains spending, and runs massive deficits.
Charlie Bilello DATA · BREADTHUS national debt has increased by over $3 trillion during the past year, contradicting prior expectations that debt would be reduced.
Charlie Bilello DATA · BREADTHInflation has risen over the past year despite the absence of a proposed tariff dividend for middle-income and lower-income households.
Charlie Bilello DATA · BREADTHUS national debt has increased by over $550 billion since July 1 as federal borrowing continues to fund current government spending.
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