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Page 77 of 3384Focused Research
Inflation Watch – No Sign of Tariff Inflation Yet
June 11, 2025
Month-over-month headline inflation came in lower than expected for the fourth month in a row. Surprisingly, some categories of goods actually declined in price in May. This runs counter to the belief that tariffs would start to push inflation higher.
Newsclips
Quick Comments/What We’re Reading
June 11, 2025
Today's topics include what everyone thinks about long bonds, progress in the U.S.- China negotiations, size matters for 2025 returns, intermediate duration favor, analysts are raising price targets, central bank demand for gold, immigration & labor market, and private market underperformance
Newsclips
Cartoons
June 11, 2025
Newsclips
Quick Comments/What We’re Reading
June 10, 2025
Today's topics include previewing tomorrow's CPI report, a proposal to eliminate interest on reserves, trade talks with China enter day two, tariff opinion pieces, how common is a V-shaped recovery?, still eyeing an August/September X-date, crude oil supply & demand, congressional trading, and why buy companies that own bitcoin?
Newsclips
Cartoons
June 10, 2025
Newsclips
Credit Default Swaps & the Debt Ceiling
June 9, 2025
What is happening in the CDS market and why is the debt ceiling a critical factor in widening spreads?
Focused Research
CoT Commentary: A Bearish Wheat Outlook
June 9, 2025
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.
Newsclips
Quick Comments/What We’re Reading
June 9, 2025
Today's topics include converging asset yields, more on Friday's payrolls report, this week's Treasury auction schedule, waiting for news on Chinese trade negotiations in London, questioning the quality of U.S. economic data, how many rate cuts in 2025?, the dollar & the trade deficit, and Fedspeak
Newsclips
Cartoons
June 9, 2025
Focused Research
Employment in Pictures – Nothing to Force the Fed’s Hand
June 6, 2025
Nonfarm payrolls grew by 139k jobs in May, beating economists' estimates. As long as economic data stays in this middling ground, it affords the Fed the option of kicking the can further down the road.
Newsclips
Quick Comments/What We’re Reading
June 6, 2025
Today's topics include tariff price impacts, how can we get lower rates?, markets will be the ultimate determinant of how much debt is too much, how far can equities go?, thoughts on the deficit, dollar bearishness, Japan & U.S. restart trade talks, Fedspeak, ECB reaching the end of its cutting cycle, alternative benchmarking & performance, and stablecoin risk & regulation