Tag Archives: Financial News

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include sticky housing inflation, alternative inflation metrics, debt-to-income levels decline, big stock fund inflows, looks like another busy week for Powell's PR team, breaking down the federal workforce, suggestions for the Department of Government Efficiency, and BoJ continues to promise rate hikes... Read More

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Quick Comments/What We’re Reading
Posted By Alex Malitas  |  Newsclips

Today's topics include hot inflation could back Fed into an uneasy corner, more on massive ETF flows, dollar rally, yen weakening could spark intervention, financial conditions continue to ease, stocks outside the U.S. haven't enjoyed the same gains, India's equity markets & household savings, and more FTX drama... Read More

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include previewing tomorrow's CPI report, rising yields in a rate-cutting environment, inflation expectations, Fedspeak, investing in a reflationary environment, when will QT end?, Trump vs. the Fed, and massive flows into risk-on ETFs... Read More

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include did yesterday change traders' thinking on the Fed's path?, Powell dismisses the rise in rates, the decomposition of higher yields, Timiraos gauges the likelihood of a soft landing, treasury volatility falls in wake of election & Fed meeting, understanding Fedspeak, some details on Chinese stimulus, the ramifications of possible Chinese tariffs, and crypto rides the trump train... Read More

Quick Comments/What We’re Reading
Posted By Alex Malitas  |  Newsclips

Today's topics include on yesterday's big market moves, the rise of thematic ETFs, concern over growing CRE risks, worlds richest got richer yesterday, small caps rip higher after election, the president & Fed independence, making the case for flexible inflation targeting, Japanese wage growth, more China stimulus measures, pro-crypto election sends crypto on a run, and pollsters were the real losers of the 2024 election... Read More

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include the market's reaction to Trump's victory, the economic implications of a red wave, don't expect definitive answers from tomorrow's FOMC meeting, fed funds traders haven't changed their thinking too much, inflation's role in the election, tracking the Fed's QT & bank reserves, and BoJ communication... Read More

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include it's election day!, politics & the stock market, what challenges await tonight's winner?, bond vigilantes put Fed in check, the case to hold onto stocks despite valuations, kicking the fiscal can down the road, global debt surpasses $100 trillion, and Vanguard closing in on largest ETF... Read More

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include Timiraos had a busy weekend, El-Erian on Fed policy, checking in on the Fed's reverse repo facility, yields rising in the face of Fed cuts, the Trump trade, a divided economy, and lingering doubts about Chinese stimulus... Read More

Quick Comments/What We’re Reading
Posted By Alex Malitas  |  Newsclips

Today's topics include volatility accelerates, tech takes an earnings hit, China stimulus could be boosting manufacturing activity, U.S. oil production, is the massive AI spend paying off?, election trades, buying an index with stocks at record highs, and Jim talks bitcoin... Read More

Quick Comments/What We’re Reading
Posted By Alex Malitas  |  Newsclips

Today's topics include previewing tomorrow's payrolls report, discussing valuations, easy monetary policy & asset bubbles, an economic sweet spot, understanding sentiment & inflation, the cost of housing, reactions to the UK budget, China injects liquidity through PBOC, and BoJ holds firm while indicating commitment to further rate hikes in necessary... Read More

Quick Comments/What We’re Reading
Posted By Alex Malitas  |  Newsclips

Today's topics include a rise in consumer confidence, what is driving the dollar rally?, when do rates take a toll on stocks?, entering a hot period for stocks despite blistering rally, political uncertainty & geopolitical risk, the election & markets, pre-election currency volatility, more eyes on gold, demand tailwinds, and a visual representation of China's housing crisis... Read More

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include part one of the Treasury's refunding announcement, rising yields in the face of rate cuts, results of yesterday's Treasury auctions, momentum vs. valuation in the short-term, a good sign from CEOs?, tech earnings, China's uneven economic slowdown, sizing up China's stimulus package, and the BoJ continues to walk a fine line... Read More

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include a note on an anomalous payrolls report, another view of the labor market, Timiraos gauges how each candidate would affect inflation, a big couple weeks for the bond market, the Treasury's quarterly refunding announcement, housing supply & demand, and the BoJ's communication breakdown... Read More