Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include the concern over this week's rate cut & next year's projections, the path ahead for global central banks, China yields fall below 1%, 2s10s curve steepens quickly after FOMC meeting, advice for policy makers & investors alike, the impact of immigration, lessons from past Fed pauses, a K-shaped real estate market, residential housing, and more on the risks of synthetic risk transfers... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include Timiraos cements a cut followed by a pause, why is the Fed even cutting rates?, the Fed needs to continue cutting!, everyone is bullish on stocks!, the latest BofA survey, looking for signs of funding strain, yen approaching danger zone, and fiscally speaking... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include more on the dollar, revisiting the characteristics of an asset bubble, private equity FOMO, cost of labor revised lower, are markets or analysts right on volatility & risks?, what CPI means for Fed's December plans, reverse repo, global debt concerns, a long-term look at slowing global growth, structured products volume rising is a sign of more risky bets, ranking economies in 2024, and thought experiment on AI & monetary policy... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include U.S. markets relative to the global economy, the strange state of the U.S. housing market, the rising cost of McDonalds, Japanese yields' furious rise continues on hike anticipation, OPEC & the price of oil, worry about the Japanification of China, shipping fees & the holiday season, what's ahead for the dollar, Saudi holdings of U.S. Treasuries, and banking industry competition heats up... Read More