Today's topics include Fed officials consider tweaking overnight repo facility rate, the coming debt maturity wall, the dollar & stocks, an eye on used car prices, Japanese stimulus, BoJ dealing with the cost of higher interest rates, a worker shortage in the sea shipping industry, and stablecoin market cap reaches new record
Today's topics include Fedspeak, Mag 7 earnings vs. valuations, credit market risk, volatility, tariffs, more on Bessent, tracking 60/40 portfolios, the tall task DOGE has ahead, and owning bitcoin comes with tax struggles
pic.twitter.com/W31Ux10xLZ — Crypto Tea (@CryptoTea_) November 19, 2024
Today's topics include getting to know Scott Bessent, still feeling inflation's bite, concerns over inflation's return, a historical look at the deficit, is this time different for stocks?, quantifying the effects of tariffs, a Santa Claus rally vs. post-election rally, and criticizing the idea of a bitcoin reserve
Q3 2024 earnings season is nearly finished with another strong quarter of growth beating expectations. Nvidia reported results on Wednesday.
Today's topics include the Treasury secretary job, Fedspeak, stretched valuations, projecting long-term stock returns, an eye on year-end funding costs, the dollar goes streaking, the yen carry trade, and U.S. stocks vs. the rest of the world's stocks.
Household debt in the U.S. stood at $17.94 trillion in the third quarter.
Credit utilization has risen since 2021.
People under 30 and over 70 hold a relatively small amount of debt compared to other age groups.