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April 30, 2024
Q1 2024 earnings season is underway. Expectations are positive but have declined significantly since the start of the year even as the U.S. economy beats expectations.
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
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
Today's topics include Timiraos on rate cuts, Fed policy felt abroad, Yellen explains away inflation data, Trump has Fed independence in his crosshairs?, Harley Bassman sees election affecting Fed policy, a surge in productivity, the housing market, and Alphabet joins the $2 trillion club
Today's topics include Timiraos on rate cuts, Fed policy felt abroad, Yellen explains away inflation data, Trump has Fed independence in his crosshairs?, Harley Bassman sees election affecting Fed policy, a surge in productivity, the housing market, and Alphabet joins the $2 trillion club
A look at the size of various markets compared to the U.S. economy
Today's topics include having the strongest economy is a blessing & curse, strong dollar & exporters, higher commodity prices = higher inflation, justifying higher for longer rates, higher rates are the impediment to housing recovery, troubling dollar yen levels, brick & mortar still further to fall, and SEC to deny Ethereum ETFs
The 10-year yield is up almost 100 basis points since last December and 5% is now on the horizon. What is this rise in yields signaling about the economy, inflation, and interest rates? Join us Thursday to discuss.