Tag Archives: Financial News

October 22, 2024
October 21, 2024
Financial News

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Today's topics include the no-landing scenario gains steam, looking for signs of liquidity strain, more on U.S. government finances, global government finances don't look much better, measuring policy rate uncertainty, stocks vs. bonds over the next decade, gold as a dollar diversifier, China pushes forward with stimulus, and Bitcoin flows... Read More

October 18, 2024
Financial News

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Today's topics include one for the contrarians, IMF sees 'soft landing' ahead, checking in on U.S. finances, yen falls against dollar, ECB cuts 25 bps, U.S. vs. European stocks, a more volatile market pre-election, foreigners own almost a quarter of all U.S. treasuries, and PBOC officially kicks off stimulus effort... Read More

October 17, 2024
Financial News

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Today's topics include why cut rates in a strong economy?, sticky rent inflation keeps upward pressure on inflation, bond futures positioning will lead to a steeper curve, digesting the gold rally, more on China's stimulus, risky debt instruments making a big comeback, investors want long-term forecasts while Fed looks at short-term data, continuing to kick the maturity wall can down the road, and US stock market dominates global equities... Read More

October 16, 2024
October 15, 2024
October 13, 2024
October 11, 2024
Financial News

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Today's topics include the 'bumpy' last mile continues, how long does the equity bull market have to go?, can China pull of economic stabilization without equity euphoria?, the importance of inflation to markets is fading, remember the QE period was the outlier, more on the cost of groceries, additional commentary on the spike in repo rates, economic data & market shocks, and middle east escalation adds upside risk to oil... Read More

October 10, 2024
Financial News

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Today's topics include Timiraos weighs in on Fed minutes, eyes on QT & repo rate stress, more Fedspeak, is 2025 the year of the bond?, positioning for the risk of a hard landing, are investors ditching the China rally already?, short yen trade, health care inflation, crude oil volatility, a series of coincidences or unfortunate events?, and can AI meet the high return hurdle rate?... Read More

October 9, 2024
Financial News

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Today's topics include previewing tomorrow's CPI report, what is the 'new normal' on inflation?, beating a benchmark as a bond fund is much different than equities, different groups experience inflation differently, an unknown Fed path increases volatility, checking on small business optimism, CBO says deficit has hit $1.8T, the case of vanishing cuts, market timing & irrational exuberance, the U.S. consumer stands alone, China's next 'whatever it takes' moment, BoJ sets forward guidance for next hike, and AI drives energy demand ... Read More

October 8, 2024
October 7, 2024
October 4, 2024
Financial News

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Today's topics include keeping an eye on QT & liquidity in funding markets, money markets reach another record, is the jobs survey no longer accurate enough to be useful?, the cost of food, dockworkers reach partial deal while hammering out automation terms, digging into retail sales heading into holiday season, how far can China's stock market go?, looking for data to suggest recession is becoming more like 'where's Waldo', anticipating volatility, and BoJ has measured stance to next rate hike... Read More

October 3, 2024
Financial News

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Today's topics include previewing tomorrow's payrolls report, coordinated global policy, loose financial conditions outweigh global tensions for now, oil supply & demand amidst Iranian tensions, asset allocation during Fed easing cycles, U.S. population shifting to the South & West, Dudley gives up on hard landing prediction, a $1.4 trillion Chinese bazooka?, and the dockworkers' strike.... Read More

October 2, 2024
October 1, 2024
Financial News

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Today's topics include Powell pushes back on another 50 basis point cut in 2024, the $5 billion per day strike begins today, tracking the rally in Treasuries, the 60/40 portfolio, Chinese stock market continues powering forward, the Fed sets pace for other central bank actions, measuring liquidity, if the US is heading for recession...someone tell the consumer, and Japan economy gives BoJ path to more hikes... Read More

September 30, 2024
September 27, 2024
Financial News

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Today's topics include soft landing hopes with lower rates, the Fed's messaging problem causes confusion on path ahead for rates, why are rates rising after Fed cut?, deconstructing the continuing rally, eyes on the coming dock worker strike, new economic data has meaning in markets now, watching repo rates for QT issues, Chinese stocks react to stimulus bazooka, concern of Chinese 'Japanification', predicting a black swan event?, and Bitcoin defies gloomy September expectations... Read More

September 26, 2024
September 25, 2024
Financial News

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Today's topics include the risk of resparking inflationary pressures, heavyweight battle: global central banks vs. the Fed, dollar nearly roundtrips its 2024 gains, China's economic growth issues, China's ability to move markets is failing, pressure on traditional asset managers as ETFs and alt managers grow, eroding trust between producers and consumers, and gold is on a mission higher in 2024... Read More