HKR Group
@TheHKRGroup
Handler/Konzelman/Radosh Group at Arbor Research & Trading, LLC. Providing Market Research to Institutional Clients Worldwide http://hkr.arborresearch.com
Talking Data Episode #326: What Happens if the Fed Cuts Rates? In this episode Jim Bianco @biancoresearch discusses the Fed and the potential for rate cuts. - What does Trump want? - What happened last year? - Why is Trump demanding rate cuts? youtube.com/watch?v=b4hgxF…
The percentage of foreign-born people in the U.S. reached a new high at 53.3 million, or 15.8% of the U.S. population in January 2025.
The number of active U.S. oil rigs decreased in 2025 to 422 on 7/18/2025.
What topics are Retail Investors searching for? Utilizing Google Search Trends, ‘Options’ currently tops the list, followed by ‘Savings.’
As of mid-July, states with largest y/y increase in serious mortgage delinquency rates (90 or more days past due) were Florida, South Carolina, and Georgia ... states that saw largest declines were New York, Hawaii, and Rhode Island per @cotality @DataArbor
Number of active oil rigs in U.S. stands at 422 and has fallen for 15 consecutive weeks per @bakerhughesco @DataArbor
Delinquency rates on credit cards declined in June 2025 to 1.30% (30+ Days Delinquent) and 0.66% (90+ Days Delinquent).
So far in 2025, buyers from China were largest group of foreign purchasers of U.S. homes (at 15%) ... Canada followed at 14% and then Mexico at 8% per @nardotrealtor @DataArbor
Over past week, flows into U.S. large-cap ETFs soared by nearly $10B ... investment-grade bonds saw largest outflows, followed by U.S. small caps @DataArbor
Buyers from China were the largest group of foreign purchasers of U.S. homes at 15% in 2025.
In 2025, Young Boomers (ages 60 to 69) account for the highest share of homebuyers at 26% and the highest share of sellers at 31%.
Last Night, the Q&A of his speech, Waller Said: *WALLER: ADMINISTRATION HASN'T TALKED TO ME ABOUT FED CHAIR JOB This morning on Bloomberg, he said: *WALLER: IF PRESIDENT ASKED ME TO DO FED CHAIR JOB I'D SAY YES As this chart shows, Mission Accomplished!
BREAKING 🚨: Hedge Funds Retail Investors absolutely smashing hedge funds by the biggest margin since early 2024 🥳🫂📈
Core services is beginning to become a issue. It is far from out of control, but it is no longer deflating like it did for much of 2024 and early 2025. @SamuelRines :Macro Strategist at WisdomTree and frequent contributor to Arbor Data Science
Talking Macro & Markets with Milk Road x.com/i/broadcasts/1…