Newsclips
Revisiting Supply Chain Disruptions
April 20, 2021
The current supply disruption is getting to the breaking point where companies may have to start raising prices, which could lead to inflation.
The current supply disruption is getting to the breaking point where companies may have to start raising prices, which could lead to inflation.
Today's topics include the reflation trade & higher GDP forecasts, smaller treasury auctions on the way?, bond yields move higher on upbeat data, more on earnings season, short sellers disappear, negotiations continue on corporate tax hikes, airline travel, and bitcoin vs. central bank digital currencies
Financials started off earnings season with huge beats, prompting analysts to revise forecasts for the quarter higher. The next two weeks will bring the major company reports.
Today's topics include stock vs. bond flows, can jobs market keep pace with economic growth?, base effects coming for average wages?, crude oil supply glut almost gone, a broad stock market rally, the digital yuan, cryptos' flash crash, stablecoins, and LIBOR transition
Foreigners sold a record $682 billion of Treasuries in the year ending February 2021.
Today's topics include contemplating a Fed taper?, another look at the stellar retail sales numbers, TIPS as inflation protection, U.S. banks vs. European banks, debt to GDP, hedge funds sold treasuries in February, Coinbase is the on-ramp to the DeFi world, and regulatory concerns for SPACs
After hitting $1 trillion in market value three months ago, the crypto universe now stands at over $2 trillion.
Centralized exchanges like Coinbase or Binance act as the on-ramps for converting fiat currency to cryptocurrency.
The number of ethereum addresses with a non-zero balance actually surpassed bitcoin addresses in early 2019.