Conference Call
Should the Fed Cut Rates?
August 21, 2025
Join us Today, August 21 for our next conference call.
Search
Found 9758 Results
Page 37 of 814Financial News
Quick Comments/What We’re Reading
August 21, 2025
Today's topics include the FOMC minutes show officials still worried about inflation, the politics behind the accusations against Lisa Cook, previewing Jackson Hole, the relationship between deficits & GDP growth, the big mac index, a dark horse for Powell's replacement?, yields on the rise, and buy the momentum dip
Humor
Cartoons
August 21, 2025
Financial News
Quick Comments/What We’re Reading
August 20, 2025
Today's topics include lower short rates do not guarantee lower long rates, what to look for in today's Fed minutes, a new era of fiscal dominance, the latest tariff headlines, more on Bessent's "models", foreign-born vs. native-born labor market, and stablecoins could be another source of demand for T-bills
Earnings
Where Is the Feared Slowdown?
August 19, 2025
Through Monday, 456 companies have reported 2nd quarter earnings. At an annualized quarterly growth rate of 10.53%, the feared earnings slowdown did not materialize as expected.
Talking Data Podcast
Talking Data – Long Term Growth & AI
August 19, 2025
In the latest installment of Talking Data, Alex discusses long-term GDP & AI adoption.
Conference Call
Should the Fed Cut Rates?
August 19, 2025
Join us Thursday, August 21 for our next conference call.
Financial News
Quick Comments/What We’re Reading
August 19, 2025
Today's topics include more "wait & see" at Jackson Hole?, ranking countries' inflation problems, explaining divergent retail sales & jobs data, global yields on the rise, stock market concentration, S&P sees tariff revenue offsetting fiscal problems, and companies relying on crypto Treasuries as a business model.
Humor
Cartoons
August 19, 2025
Fed
Should the Fed Cut Rates?
August 18, 2025
Tariffs are increasingly raising prices for consumers. Slowing population growth is weakening the labor market, and rate cuts won’t solve the underlying issues. Despite market pressure, the Fed should focus on inflation and labor trends rather than short-term expectations.
Markets
CoT Commentary: Selling Vol Into the Rally
August 18, 2025
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Financial News
Quick Comments/What We’re Reading
August 18, 2025
Today's topics include central banks only control the short end of the curve, stock market concentration, credit spreads at generational tights, Jackson Hole, overreliance on fiscal & monetary support, the odds of a September rate cut, T-bill supply & demand, Fedspeak, and bond market volatility disappears