Newsclips
The Most Volatile Day of the Year?
December 30, 2021
Historically the first trading day of the year is volatile for a range of assets.
Historically the first trading day of the year is volatile for a range of assets.
Today's topics include a look ahead to 2022 earnings, a vaccination update, more inflation pressures coming?, Europe's energy crunch, the everything rally missed some markets, more on the LIBOR transition, AI bails on FANG stocks, and checking in on consumer credit
Today's topics include more on bearish revisions to Q1 GDP, what needs to happen for another equity bull run in 2022?, this is not a stock picker's market, European gas prices retreat, farewell LIBOR, betting on the dollar, interpreting bond market bets, and two-thirds of 2021 IPOs now below offer price
As Omicron cases surge worldwide, several million lost workdays are piling up. This will lead to a slowing of production and the supply chain, but not a similar loss of demand. The result will be more upward pressure on inflation.
Today's topics include talkin' markets, looking beyond the FAANG stocks, China promising economic stability in 2022, the year of shortages, ARK funds' underperformance in 2021, legacy Euro currencies being held, companies continue to raise capital, hedging via options, and DAO's allow crypto collectivism
Today's topics include inflation fears, fixed income's terrible year, excess cash inflating valuations, CEO's concerns in 2022, used car prices, paying for the pandemic, hedge fund returns, covid update, and crypto regulation
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper