Tag Archives: Financial News

January 15, 2025
Financial News

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Today's topics include looking back at what caused pandemic inflation surge, is a hike in the cards?, revisiting deglobalization, concentration risk, ECB will ease further as Eurozone growth slows, more Chinese liquidity injections, weather leads to declining oil supply, the worsening deficit, Goldman's Solomon cautious on economy, and more on Nvidia... Read More

January 14, 2025
January 13, 2025
January 10, 2025
Financial News

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Today's topics include stocks versus higher yields, what's ahead for QT?, Fedspeak...lots of it, why are long-term yields rising?, corporate issuance stays hot, the trouble of funding governments with higher rates, mortgage rates & the housing market, the wrong type of rental supply, Nvidia: the most influential piece of everyone's portfolio, yen intervention?, and a unique solution to the housing market's problems... Read More

January 9, 2025
January 8, 2025
January 7, 2025
January 6, 2025
January 3, 2025
Financial News

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Today's topics include high current returns bring lower future returns..., ...but time in the market matters more than market timing, immigration's effect on the labor market, productivity, how to lower the deficit, bank reserves at year-end, the first or last week of the year doesn't matter more than any other week, target date funds shaping investment allocations, and bitcoin ETF flows... Read More

January 2, 2025
Financial News

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Today's topics include mapping 2025 S&P 500 expectations & reality, a macro view of China's larger problems, explaining the dollar rally post-Fed, when do the mega retailers also become too big to fail?, bond market drawdowns, retail drives up interest in event contracts as new asset class, the surge of 0dte options, more on massive Chinese liquidity injection, the state of the housing market, no more Russian natural gas to Europe, and how far can gold go?... Read More

December 31, 2024
December 30, 2024
December 27, 2024
December 26, 2024
Financial News

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Today's topics include different opinions among Fed officials, a rules-based Federal Reserve, another metric that points to low future returns, maybe a productivity boom could keep the economy humming along?, exorbitant privilege is not forever, federal spending vs. income, consumer debt now that stimulus has run its course, and the biggest inflows in 2024... Read More

December 24, 2024
December 23, 2024
December 20, 2024
Financial News

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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

December 19, 2024
December 18, 2024