Newsclips
The Re-Opening Is Stalling
July 27, 2020
Over the last month, high-frequency data shows signs that the economy's recovery is flattening out. This lines up with the increase in virus cases.
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The Fed Explains Pause in Balance Sheet Growth
July 27, 2020
The small decline in the Fed's balance sheet has come in the form of decreased repo market support and decreased dollar swaps with foreign central banks. Their Treasury purchases continue, albeit at a slower pace.
Newsclips
Earnings Update – The Biggest Week of the Reporting Season
July 27, 2020
The biggest week of Q2 2020 earnings season starts today. Up to this point, earnings have been disappointing.
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Quick Comments/What We’re Reading
July 27, 2020
Today's topics include booming options trading, the hunt for yield, big tech vs. the rest, the Fed's hand shows up in the mortgage market, the Fed's hand shows up in most major markets, a look at gold's new high, what to expect in today's GOP stimulus bill, hedge fund fees, and measuring perceptions of wealth.
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Cartoons
July 27, 2020
Newsclips
A New COVID Hot Spot – the Upper Midwest?
July 24, 2020
As everyone focuses on coronavirus cases in California, Texas, and Florida, a new potential hot spot is brewing in the upper Midwest.
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Quick Comments/What We’re Reading
July 24, 2020
Today's topics include the Economist's latest cover story warns on free money, the Fed's inflation target, new high in gold, where is the job growth?, a call to target employment instead of inflation, negotiations continue on further stimulus, playing the VIX curve, risks in clearing currency trades, and travel stalled in July
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Cartoons
July 24, 2020
Newsclips
Have Trump’s Election Odds Bottomed?
July 23, 2020
While Trump's election odds are behind in both the polls and betting markets, his deficit might not be as large as perceived.
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Quick Comments/What We’re Reading
July 23, 2020
Today's topics include an initial claims update, watch seasonal adjustments on jobless claims data, falling real yields, Europe's fiscal firepower, a bad omen for jobs data, the dollar's role in a crisis, the case for continued euro strength, and betting on falling natural gas prices
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Cartoons
July 23, 2020
Newsclips
The Bond Market Is Still Asleep – Updated
July 22, 2020
The Fed's iron grip on the fixed income market remains as strong as ever. Low volatility and range-bound trading continue.