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Page 65 of 3384Newsclips
Quick Comments/What We’re Reading
July 31, 2025
Today's topics include previewing tomorrow's payrolls report, can the US become more productive?, two dissents & no move, tech earnings dominate, photo finish trade deals, details on the QRA & Treasury issuance, understanding Fedspeak, and gold rush
Newsclips
Cartoons
July 31, 2025
Media & Communications
This is going to be the last quiet meeting, September is going to be a much different ballgame
July 30, 2025
Jim Bianco joins Bloomberg to react to today's FOMC Statement with Jonathan Ferro, Lisa Abramowicz, Tom Keene and Bob Michele.
Newsclips
Market Capitalization as a Percentage of GDP
July 30, 2025
A look at the size of various markets compared to the U.S. economy
Newsclips
Quick Comments/What We’re Reading
July 30, 2025
Today's topics include an extension of US-China trade talks, global growth upgrade, impact of trade on GDP, Fed dissents, brokers soak up retail activity benefits, stock pickers, what to expect with high valuations, today's tariff news, reliability of payroll data, China stock-bond correlation, and cross-border payments
Newsclips
Cartoons
July 30, 2025
Newsclips
Q2 2025 Earnings Update: Low Expectations Met With Strong Results
July 29, 2025
Through Monday, 167 companies have reported, and the year-over-year annualized quarterly growth rate stands at 4.51%, well below recent quarters, but sentiment & expectations are improving.
Newsclips
Quick Comments/What We’re Reading
July 29, 2025
Today's topics include breaking down Treasury issuance, little chance of a cut tomorrow, retail investors becoming more sophisticated, valuations offer little upside, AI & recent graduate employment, the PhD bear market, and a risk of stablecoins for the EU
Newsclips
Cartoons
July 29, 2025
Conference Calls
Assessing The Economy and Markets After This Week
July 28, 2025
On August 1st we discussed how Friday’s jobs data highlights labor market strain from stalled population growth, raising inflation risks if rates are cut. Meanwhile, tariffs are adding to price pressures, and speculation around Fed leadership continues amid market overreactions.
Focused Research
CoT Commentary: Ultra Long Treasury Positions
July 28, 2025
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.