Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include what's ahead for the Fed?, productivity is the American economy's greatest asset, the cost of food, clock continues to run on trade deals, the new retail question: does anything ever really happen in markets?, the fate of the dollar, companies are getting leaner to grow faster, on supplementary leverage ratio changes, and stablecoin legislation takes another step forward... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include crude oil reverses much of initial spike higher, the strait of Hormuz, the world is less dependent on crude oil than in past decades, betting on rate cuts after Powell's term, uncertainty keeping implied stock correlations low, Judy Shelton on the Fed's balance sheet, a long-term look at U.S. vs. European stock returns, Japan to continue tapering bond purchases, and Chinese imports of foreign goods... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include tariff price impacts, how can we get lower rates?, markets will be the ultimate determinant of how much debt is too much, how far can equities go?, thoughts on the deficit, dollar bearishness, Japan & U.S. restart trade talks, Fedspeak, ECB reaching the end of its cutting cycle, alternative benchmarking & performance, and stablecoin risk & regulation... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include The OECD's economic outlook, unanchored inflation expectations, what's next for the big beautiful bill?, trading tariff volatility, Larry Fink on globalization, Japan's 10-year auction sees solid demand, the retail crowd loves 0DTE options, what would the U.S. give up if it lost reserve currency status?, and Fannie/Freddie.... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include the economy & tariffs, thoughts on the dollar, buyers strike for 30-year Treasuries?, quant driven strategies continue to grow, characterizing the 2025 equity market, El-Erian on the fed's difficult position, summer vacation travel, eyes on more JGB auctions this week, Warsh criticizes the Fed for not doing more on debt, and concentration risk in private credit... Read More