Search
Found 40608 Results
Page 359 of 3384Newsclips
Q4 Earnings Update: More Volatility or a Quiet End?
February 21, 2022
Fourth-quarter earnings have come in high versus historical norms, albeit slightly below previous quarters. Company guidance has shifted as companies prepare for a new paradigm of higher inflation and tighter monetary policy.
Newsclips
Quick Comments/What We’re Reading
February 21, 2022
Today's topics include all eyes on Russia/Ukraine, profiting off inflation, inventories vs. sales, wage growth spreading to higher salary workers, bearish bets, index managers hold all the power, checking in on the odds of a 50 basis point hike in March, and dodging tariffs
Newsclips
Cartoons
February 21, 2022
Newsclips
Quick Comments/What We’re Reading
February 18, 2022
Today's topics include Dudley on the fed's interest costs, interpreting junk bond yields, cheap vs. expensive stocks, watching for a wage price spiral, age matters in inflation attitudes, inflation adjusted for quality, and food inflation
Newsclips
Cartoons
February 18, 2022
Newsclips
Quick Comments/What We’re Reading
February 17, 2022
Today's topics include Zoltan calls for Volcker-style inflation fight, futures curves & monetary policy, parsing the FOMC minutes, retail sales telling different story from consumer confidence, omicron's effect on labor market recedes, stock vs. bond flows, IMF warns on continued supply chain issues, treasuries volatility & liquidity, and crypto regulation
Newsclips
Cartoons
February 17, 2022
Media & Communications
Bespoke Commentary from Bianco Research & Arbor Data Science – February 16th, 2022
February 16, 2022
Bianco Research Conference Call: Fed Tightening Is Coming Thursday, February 17 at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated by Jim Bianco. The era of easy money is over. Now comes the tightening. How… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – February 16th, 2022
Newsclips
Two Investor Types in the Market
February 16, 2022
Passive 'buy and hold' capital has been pouring into the market even during the 10% decline in January 2022. This has led to a divergence in flows between allocator funds and trading funds.
Newsclips
TIC Update – Will Foreigners Pick Up the Slack When the Fed Exits?
February 16, 2022
The Fed's holdings of Treasury securities continues to grow and remains larger than all other central banks' holdings combined.
Newsclips
Quick Comments/What We’re Reading
February 16, 2022
Today's topics include liquidity conditions tighten, 25 or 50?, inflation is in the eye of the beholder?, low-income Americans worse off now than before pandemic, the energy effect, are consumers still buying?, we are spending on experiences!, the empty office, eyes on government deficits, back to the supply chain, housing & rent inflation around the world, and a gas tax holiday