Tag Archives: Financial News

May 2, 2024
May 1, 2024
April 30, 2024
April 29, 2024
Financial News

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Today's topics include are rising rates good or bad for stocks?, in search of neutral, the Treasury's coffers are full after tax payments, wild yen trading, the problems caused by a rising dollar, Nvidia contrarian sell?, the Fed's third mandate, measuring Fedspeak sentiment, banks slowly raising deposit rates, and the effect of credit scores on mortgage rates... Read More

April 26, 2024
April 25, 2024
April 24, 2024
April 23, 2024
April 22, 2024
April 19, 2024
Financial News

Quick Comments/What We’re Reading
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Today's topics include with a yield to manage...active bond funds come into the spotlight, more coming around to no cuts, does the Fed have a reliable model of inflation?, the state of the yield curve inversion, basis trade risk turns heads again, money market assets fall on tax season, pensions allocating away from stocks, mortgage rates at highest level this year, private market risks, and crypto regulation... Read More

April 18, 2024
April 17, 2024
April 16, 2024
April 15, 2024
April 12, 2024
April 11, 2024
Financial News

Quick Comments/What We’re Reading
 |  Newsclips

Today's topics include Timiraos throws some doubt on rate cuts, yields zoom higher, inflation puts Fed in a tough spot, the unfortunate fate of Tuesday's big SOFR trade, El-Erian argues for acceptance of a 'new' global economic paradigm, all quiet on the QT front...so far, more talk & no action on fiscal spending, changes coming for some prime money market funds, active vs. passive, and a fun AI thought experiment... Read More

April 10, 2024
April 9, 2024
April 8, 2024