Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include a strong us economy, some watching for a slowdown, looking to add more bonds into portfolios, money market funds keep the momentum going, lack of housing affordability showing up in pending home sales, is this a 'soft landing?', tracking labor force growth, squandering the advantage of having the world's reserve currency, eyes on the bond market & yield curve, normalizing economic shocks, global government debt levels, some concerns in Japan, and other concerns in China... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include office vacancies, the Fed's path ahead, stocks after the rate cut, corporate sentiment improving, more on payroll revisions, bond bullishness, market breadth broadened out after August selloff, retail traders might have left options behind, taking a look at Nvidia before earnings, Nvidia attracts volatility, where is the recession?, the BoJ presses on, China's large-scale issuance of government debt stokes fears, and junk volumes... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include investors will hang on Powell's every word at Jackson Hole, don't forget recession predictions are just guesses, bond bullishness, interpreting the bond market, federal spending was the cause of inflation, more carry trades, money market funds add nearly $90b in August, gold bullishness, dollar down on rate cuts ahead, artificial intelligence excitement dying out, and tipping in the United States causes consumer frustration... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include the impact of potential 2024 cuts, digging into the selloff & rebound, where is the slowdown?, a brief uninversion, money markets hit fresh record, good news is good news but don't forget to tell the Fed, equities not pricing in higher crude prices as U.S. economy seems resilient, yen carry trade is returning after brutal unwind, buying the rebound in Japan, and how executives think about inflation... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include markets are looking at the Fed not the election, S&P 500's concentration on AI-driven profitability, momentum investing, value investing, odds of recession said to have risen, Bostic says not there on inflation just yet, no signs of fear in the credit market just yet, betting on a resurgence in big tech, more on China's economic woes, millennial wealth, and port of LA shipping traffic sees record volume... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include a perspective on a political Fed, the Fed's rock & hard place moment, high profile earnings misses drag tech outlook, 10-year yield is below 4%, global central bank divergence, dumping Japanese stocks, China's failing recovery poses global risks, flows v. performance disconnect in fixed income, worker productivity rises in the US, commodities struggle, and predicting crises is a judgement call... Read More