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Quick Comments/What We’re Reading
July 6, 2023
Today's topics include previewing tomorrow’s payrolls report, RRP usage falls to lowest level since May 2022, rising rates aren't always good for banks, greedflation gives way to wageflation, the case against further rate hikes, U.S. vs. European inflation, New Yorkers forego the mortgage, and social unrest & stock returns
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Cartoons
July 6, 2023
Newsclips
Quick Comments/What We’re Reading
July 5, 2023
Today's topics include persistent inflation, estimating the neutral level of rates, central banks begin to diverge, overestimating job growth?, rising rates & stocks, rising rates & maturing corporate debt, Dudley on deposit insurance, the cost of storing crude oil, and betting on the Pound
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Cartoons
July 5, 2023
Newsclips
Total Return Review – Tech Continues Its Run
July 3, 2023
By just about any measurement, tech stocks are experiencing one of their best total return periods on record.
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Quick Comments/What We’re Reading
July 3, 2023
Today's topics include the rally that surprised everyone, looking at a 4 handle, PIMCO with a 'hard landing' call, emerging market economies defy expectations, ditching dividend mainstays for the AI boom, caution on bank stress tests, a quiet recession in China, economic & personal health, crude traders betting on lower prices, and student loan payments resume in September after three years
Conference Calls
Is Inflation Bottoming?
July 3, 2023
A replay of our July 6, 2023 conference call.
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Cartoons
July 3, 2023
Newsclips
Monthly Fund Flows – Are Money Market Funds Losing Steam?
June 30, 2023
Money market funds saw three straight weeks of outflows, but this may be partially due to quarterly taxes being paid by corporations. The retail crowd continues to pile into money market funds.
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Quick Comments/What We’re Reading
June 30, 2023
Today's topics include checking in on the Fed's repo facility, yesterday's big move in Treasuries & the yield curve, governments tackle corporate profit margins, stress tests & bank failures, revisiting the 2% inflation target, German inflation jumps, China's economic struggles are dimming the future outlook, more on BofA's bet on bonds, the ECB staring down a double-edged sword, and more on the end of Libor.