Financial News
Quick Comments/What We’re Reading
January 2, 2025
Today's topics include mapping 2025 S&P 500 expectations & reality, a macro view of China's larger problems, explaining the dollar rally post-Fed, when do the mega retailers also become too big to fail?, bond market drawdowns, retail drives up interest in event contracts as new asset class, the surge of 0dte options, more on massive Chinese liquidity injection, the state of the housing market, no more Russian natural gas to Europe, and how far can gold go?