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November 1, 2023
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Page 185 of 801Yield Curve
The BoJ Blinks Again on Yield Curve Control
October 31, 2023
The Bank of Japan enacted yield curve control in 2016. Since then, anytime yields on the Japanese 10-year pushed against the upper limit, the BoJ took action to widen the band. Earlier today the BoJ loosened the cap on rates for the fifth time, bringing into question the effectiveness of yield curve control.
Data Reports
Fund Flows – Allocators vs. Traders
October 31, 2023
Differentiating 'allocator' ETF flows from 'trader' ETF flows
Financial News
Quick Comments/What We’re Reading
October 31, 2023
Today's topics include the Fed's conundrum, on Treasury supply & borrowing, stickier wages adds challenges for the Fed, Chinese economy continues to flash worrying signs, a money draught in commercial real estate, the impact of the rush to cash, subpar savings rates, Eurozone inflation falls, and the Middle East war impact on oil
Humor
Cartoons
October 31, 2023
Conference Call
When Will Yields Peak?
October 30, 2023
A replay of our November 2, 2023 conference call.
Earnings
Q3 Earnings Update: Quarterly Earnings Growth Unexpectedly Jumps
October 30, 2023
We are now into Q3 2023 earnings season. S&P 500 operating earnings, initially expected to decline, have jumped into positive growth territory.
Financial News
Quick Comments/What We’re Reading
October 30, 2023
Today's topics include Timiraos hints Fed may be done hiking, buying the TLT dip, why homeowners aren't selling, stocks enter correction territory, Barron's cover warning: bond edition, EM companies at risk from higher rates, a secular shift in consumer behavior, buying bonds, longer duration Treasury issuance coming, credit market concerns, US consumer spending strength baffles economists, and why has Bitcoin rallied?
Humor
Cartoons
October 30, 2023
Financial News
Quick Comments/What We’re Reading
October 27, 2023
Today's topics include checking in on the odds of further hikes, Treasury Secretary Yellen says don't blame deficit, more on yesterday's GDP release, playing the duration game, a tough earnings season for the magnificent seven, the growth of the upper middle class, housing's supply problem, and earnings misses becoming more costly.
Humor
Cartoons
October 27, 2023
Stocks
A Reminder on Stretched Valuations
October 27, 2023
Although stock valuations have come down over the past couple years, they remain high by historical standards. Expectations on future long-run stock returns must be tempered.