Newsclips
Q2 Earnings Update: Is the Bounce Starting?
August 7, 2023
Q2 2023 earnings reports have started to come in. S&P 500 operating earnings are expected to decline in 2023, with a rebound later in the year and into 2024.
Q2 2023 earnings reports have started to come in. S&P 500 operating earnings are expected to decline in 2023, with a rebound later in the year and into 2024.
Today's topics include an eye on CPI this Thursday, a bear steepener, detailing the bond market's volatility, hedge funds short bonds, bank emergency funding, the odds of a recession, breaking down job growth by days in office, and more on Fitch's downgrade of the U.S.
This morning's payrolls report missed expectations. Wages may have stabilized, but they continue to fall short of inflation. Traders don't see today's data as changing the Fed's math.
Today's topics include food inflation, Treasury selloffs, U.S. dollar value according to the big mac index, rebuttal to struggling U.S. households, mortgage rates & inflation, Chinese productivity, Timiraos chimes in on Fed lending, changing the minds of stock investors, U.S. equity outperformance, demand decline, and tracking oil demand
Few homeowners want to forego the low mortgage rate they locked in over the past couple decades, leading to a supply issue in the housing market and headwinds for further declines in inflation.
The Fed's fight against inflation will depend heavily on housing prices from here on out.
Age used to play a larger role in determining one's inflation expectations. Now that the under-40 crowd has experienced sustained inflation firsthand, this is no longer the case.
The controversy over ESG funds has intensified as critics say high ESG standards are applied arbitrarily. Since the end of 2020, ESG funds have outperformed vice funds.
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
The U.S Treasury Department releases data on foreign ownership of Treasuries. The data is current through May 2023.