Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include continuing the conversation about liquidity, earnings strength continues, gold & bond flows break records despite all-time equity highs, Canada-U.S. trade tensions, don't forget about China-U.S. trade issues either, AI's impact on the labor market so far, not a broad construction boom, and 24-5 trading is coming faster than you think... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include will the Fed end QT at the December FOMC meeting?, growth in the TGA as another source of draining liquidity, checking in on rate cut expectations, what problem is the Fed trying to fix?, testing the accuracy of alternative inflation data, diplomatic tensions in trade war, S&P 500 additions outperform again, and not all stablecoins work the same way... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include GDP data tracking higher than economists' estimates, Miran continues defending his stance, alternative labor market data, gold just keeps rallying, estimating refinancing activity at different mortgage rate levels, an eye on food inflation, intercontinental exchange's investment in Polymarket, and stablecoins may reinforce the dollar as the world's reserve currency... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include Dudley opines on the Fed & rates, liquidity concerns, credit market risks, the coming soybean bailout, thoughts on the housing market shortage, complex options strategies continue to become more readily available for retail, hard to deny strong growth, AI & productivity, how far will AI capex go?, and a bleak retirement picture... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include impact of the shutdown, previewing the payrolls report (in case it is released on Friday), relying on private data in the absence of government data, Lisa Cook to remain at Fed until case in January, how have markets reacted to past shutdowns?, Summers not buying what Miran's selling, shadow bank lending, declining manufacturing productivity, and gold's rise resumed in September... Read More