Tag Archives: Financial News

Financial News

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

Today's topics include PBOC pulls out stimulus bazooka, China also attempts to shore up property market, Chinese 10-year yields touch 2%, is the Federal Reserve's importance overstated?, checking in on liquidity, an October hike unlikely for the BoJ, money market funds sticking with shorter-term bills, home prices, and bonds ETFs gain in popularity... Read More

Financial News

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

Today's topics include market reactions in year after first rate cut, making the case that this time is different, markets see coin flip in November between 25 and 50, yields inch higher after rate cut, the yield curve's predictive power, big bank profits, are money market funds dry powder for risk markets?, small cap stocks go streaking, gold vs. stocks since 2002, and crypto is a leveraged bet on stocks... Read More

Financial News

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

Today's topics include still no clarity on 25 vs. 50, what to expect if the Fed cuts 50, the BoJ's delicate task of zigging when everyone is zagging, slowing wage growth, fiscal spending, consumer confidence & the stock market, mortgage rates have to move much lower to affect housing market, and natural gas supply/demand... Read More

Financial News

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Financial News

Quick Comments/What We’re Reading
Newsclips

Today's topics include more on yesterday's CPI release, setting up for a 25bp cut, markets will decide when enough is enough, banks' net interest income, BoJ hawk sees 1% rates in Japan...by 2027, China dragging down crude & U.S. rates?, Chinese stocks make a 5-year round-trip, and ETF flows... Read More

Financial News

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

Today's topics include breakevens are pricing inflation below 2%, on the road to $2 trillion, lending standards & Fed rate cut timing, the 2s10s yield curve has disinverted, hedge fund activity & PE lending, eyes on the BoJ, the structure of the labor market, more on a struggling Chinese economy, and a focus on the costs & outcomes of AI... Read More

Financial News

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

Today's topics include perspective on the sizing of September's rate cut, paying attention to volatility, Fedspeak, more new debt issues, the state of globalization, commodity demand, issues in China seem hard to resolve, more on China's desire to control markets & investment, office commercial real estate issues are not over, and Cliff Asness on market efficiency & social media... Read More

Financial News

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

Today's topics include seasonality of returns, magic or luck?, re-forecasting 2024 S&P 500 returns, consumer spending remains strong, a widening rally, the cost of housing, equity rally driving record market inflows, households' bullishness on stocks, apartment construction, where is the global travel slowdown?, and smaller size of new companies post-pandemic... Read More

Financial News

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

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
Posted By Greg Blaha  |  Newsclips

Today's topics include rate cuts work on a long & variable lag, Fedspeak, can central banks really control inflation expectations?, the effects of a weaker dollar, China's unique economy, Nvidia's lofty expectations, and Berkshire hits $1 trillion... Read More