Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include Powell reiterates no rush on lowering rates further, two conflicting views on inflation, an uncertain society but calm market, a shift in what is driving equity markets, Japanese borrowing costs, earnings beats continue to roll in, risk on market, draining reverse repo, China's property crisis is getting worse, creating a bipolar world, traders eye Wednesday rallies, and are stablecoins the future?... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include previewing tomorrow's payrolls report, Bessent focusing on 10-year yields rather than funds rate, Fed's reverse repo facility continues to shrink, Fedspeak, the Fed announces its bank stress test scenarios for 2025, the retail crowd flexing its muscles, Europe replenishes natural gas stockpiles, quantifying market concerns in 2025, and gauging the BoJ's rate path... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include is DeepSeek a black swan event for AI?, equity risk premium turns negative for first time since 2002, greater volatility & the case for active management, the treasury general account, quantifying the effect of immigration/deportations, carry trades become less attractive, turning the 60/40 portfolio upside down, and deglobalization... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include let's not forget about inflation, what's next for the Fed?, trials & tribulations of a value investor, is this a bubble? would you even know?, Germany's high energy costs hurt growth, leading indicators are meant to indicate something...anything!, dissecting the U.S. tax system, how financially healthy are U.S. households?, Japanese banks see light at the end of the tunnel, Chinese equities see diminishing returns with economic doubts weighing, and a resurgence of IPOs?... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include discussing the dollar in 2025, 2024 ETF flows blow out record, Goolsbee changes tone toward a patient approach, 6% yields?, mortgage rates stay elevated, powering China's economy through stimulus, details on Scott Bessent's hearing for Treasury secretary, and pension funds utilizing crypto... Read More