Newsclips
Do Shutdowns Matter?
July 15, 2020
People are responding to the news of rising and falling case counts, often taking matters into their own hands before state governors make decisions on shutdowns.
People are responding to the news of rising and falling case counts, often taking matters into their own hands before state governors make decisions on shutdowns.
Today's topics include Bernanke calls for states to be bailed out, warning signs in tech stocks, El-Erian warns on valuations, more on Tesla's rise, banks tumble, falling confidence in V-shaped recovery, inflation expectations, and the new WH death chart?
June CPI rose by 0.6%, propelled by rising gasoline prices and a continued rise in the price of food at home.
The Fed's iron grip on the fixed income market remains as strong as ever. Low volatility and range-bound trading continue.
Today's topics include measuring inflation, making the case against Tesla, more on market concentration, the Fed takes a loss, earnings season, the deficit nears $3 trillion, tech outflows, a modified version of value investing, and new home sales jump.
Q2 2020 earnings season starts this week with analysts estimating a record decline of 44%. These results will tell us a lot about the state of the economy. Is it getting better (“V” bottom) or still struggling (no bounce)?
Today's topics include who's going to buy Treasuries as the Fed steps back?, the Fed vs. the Treasury, a fiscal cliff in the U.S., GDP-linked bonds, Europe's uneven recovery, mission creep at oil funds, a long-term look at hedge fund returns and fees, reaching for yields in Chinese bonds, Tesla's rise, and could the U.S. target Hong Kong's dollar peg?
The concentration in the stock market is now at half-a-century extremes.
Today's topics include Measuring The Retail Mania, Rise of the Day Trade, Wells Fargo joins in on layoffs, Jobless claims, Will Oil rebound, Stimulus: round 2, Draw to Debt, Gold Confusion, and ESG Moves