Today's topics include talkin' markets and Fed, will upside economic surprises keep rates higher for longer?, updating debt ceiling projections, what happens after potential debt deal?, central bank forecasts during inflationary periods, commercial real estate, a look at corporate debt, and getting technical with tech stocks.
Today's topics include 10% T-bill yields?, Western Alliance updates investors on the bank walk, the Fed updates the bank walk, the effect of demographics on credit ratings, some hope for the soft landing crowd, small businesses more cautious on hiring front, crude oil supply vs. demand, and becoming a 1%er in different countries
Today's topics include confusing retail sales & inflation, stocks are asleep, the latest on the debt ceiling debates, fund managers remain extremely bearish, Fed officials push back on idea of rate cuts, refilling the SPR, more on the narrow stock market rally, don't blame first-time homebuyers for the rise in house prices, record share buybacks, the SEC is in no rush to explain crypto rules, return to the office stalling, and Chicago in trouble?
Q1 2023 earnings season is nearing its end. The typical bounce has unfolded with 78% of companies beating expectations.
Today's topics include a note on the rise in initial claims, in search of the real x-date, will inflation return to 2%?, stock skepticism, some city metrics back to pre-pandemic norms, bank stocks, comparing tighter lending standards to high yield spreads, and arguments against a short selling ban
There are still questions about the real x-date. Is it around June 1 or is it around late July?
Today's topics include updating the banking crisis, rising rates pose potential problems for insurance companies, inflation expectations reach 12-year high, Michelle Bowman not on board with rate pause, mixed signals on the debt ceiling negotiations, the budget deficit, and the bear market rally