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December 6, 2023
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Page 177 of 801Markets
Returning Liquidity And Asset Prices
December 5, 2023
November's rally was among the top 10 best months for the S&P 500. The rally in risk assets was driven by two important forces: the narrative that the Fed would cut aggressively in 2024 and increasing liquidity from the New York Fed's Reserve Repo Facility. This is leading to easing financial conditions.
Financial News
Quick Comments/What We’re Reading
December 5, 2023
Today's topics include inflation-adjusted pandemic savings, the housing market's effect on consumer spending, owning vs. renting, refilling the strategic petroleum reserve, the labor market marches to its own beat, small businesses feeling the squeeze, and doubting CBDCs' usefulness
Humor
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December 5, 2023
Financial News
Quick Comments/What We’re Reading
December 4, 2023
Today's topics include what a difference a week makes for FOMC expectations, the last mile in the fight against inflation, bonds' great month, who will buy all this Treasury supply?, money market fund inflows, an optimistic retail crowd jumps back into stocks, and corporate profit margins
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December 4, 2023
Data Reports
Total Return Review – Bonds’ Best Month in Decades
December 1, 2023
The bond market had one of its best months on record in November.
Financial News
Quick Comments/What We’re Reading
December 1, 2023
Today's topics include are investors correct about a Fed pivot?, or are rate cuts wishful thinking?, El-Erian on the November rally, consumer spending slows, bots trading oil, crowded trade, rise in real wages, European inflation falling faster than expected, the treacherous path to 2%, the importance of short sellers, and retail traders secure gains
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December 1, 2023
Markets
Conference Call Replay & Notes – The Case for Strong Nominal Growth in 2024
November 30, 2023
Bond bullishness in 2023 was predicated on a potential recession and inflation quickly returning to 2%. Neither scenario manifested itself and bond bulls were punished. As outlooks for 2024 emerge, forecasts look much the same.
Bonds
What Is Driving the Bond Market Rally?
November 30, 2023
Bond markets staged a big rally in November, led by long-duration assets. The current perception driving the rally is that the Fed is done hiking, inflation is beaten, and a recession is coming. We argue this might be an overly bullish stance.
Data Reports
Monthly Fund Flows – Money Markets Assets vs. Bank Deposits
November 30, 2023
Some view the massive influx of cash into money market funds as dry powder waiting to be deployed in the stock market. It is worth noting the outflows from bank deposit accounts have outpaced money market inflows since the Fed started hiking in March 2022.