Tag Archives: Financial News

August 1, 2024

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

Today's topics include two diverging thoughts on the Fed's path forward, previewing tomorrow's payrolls report, understanding Fedspeak, kicking the can down the road on housing, BoJ raises rates, how to play potential cuts, corporate America eyeing the Fed's path, and AI capex spending boom to continue... Read More

July 31, 2024

Financial News

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

Today's topics include expecting Powell to open the door for Fed cut in September., could seasonality spoil a September cut?, passive funds lead flows but have risks, strategists launch ETFs amid push into industry, the consequence of a concentrated market, critiques of the US Treasury, warnings from past Treasury secretaries, and Eurozone inflation ticks up... Read More

July 30, 2024

Financial News

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

Today's topics include part one of the Treasury's quarterly refunding statement, timing the rate cuts, rate cuts are a mixed bag for stocks, the health of the U.S. consumer, big tech's big week, dissecting bubbles, labor market metrics to watch, and the growth of bond ETFs... Read More

July 29, 2024

Financial News

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

Today's topics include Timiraos weighs in on a September rate cut, how fast might the Fed cut rates?, data dependent to a fault, inflation seasonality, stocks' 2% drop last week, betting on rate cuts, how much cash can the TGA hold?, more on stocks' rotation, and hedge funds sour on gasoline... Read More

July 26, 2024

Financial News

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

Today's topics include timing the rate cut, an eye on spending among the wealthy, more on stock market concentration, the rotation to small cap stocks, Trump's plan for a weaker dollar, and million dollar starter homes... Read More

July 25, 2024

Financial News

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

Today's topics include is not cutting a policy mistake?, Mag 7 stocks take a beating, S&P 500 breaks 2% down day drought, what is the bond market looking at?, consumers feel the pinch of higher rates, 'You've reached your data limit', more peak dollar calls, higher rates in Japan help banks, and a SPAC rebound?... Read More

July 24, 2024

Financial News

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

Today's topics include Dudley calls for a July rate cut - the Sahm rule drives everything now, the jobs market, more on the rotation to small cap stocks, stock bubbles, the financial stability risks of private equity, record home prices mask strains in the market, and Ethereum's ETF debut... Read More

July 23, 2024

Financial News

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

Today's topics include where is neutral?, El-Erian on economic growth, playing the deficit blame game, China's surprise rate cut, checking in on the shipping industry, and ETH ETFs start trading today... Read More

July 22, 2024

Financial News

Quick Comments/What We’re Reading
Newsclips

Today's topics include the Trump trade - does it exist?, waiting for a September rate cut, debt concerns, the rotation into small cap stocks, top secret bank ratings, and election betting update... Read More

July 19, 2024

Financial News

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

Today's topics include timing a rate cut, Fedspeak, when will AI benefit someone other than Nvidia?, repent! the end is nigh, looking ahead to the QRA, inflation & money supply, small caps vs. large caps, China's holdings of U.S. stocks & bonds, and mortgage rates hit lowest level since march... Read More

July 18, 2024

Financial News

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

Today's topics include the case for a July rate cut, Pimco VP says not to worry about government debt, how strong is the dollar?, the cynical take on AI, an eye on economic activity, a political angle on the housing affordability, and breaking down the world's largest firms... Read More

July 17, 2024

Financial News

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

Today's topics include just how far is the Fed from a cut?, how many cuts in 2024?, on Fed independence, tracking S&P 500 earnings growth, transitioning from mutual fund to ETF investing, investment banking deals surge, auto repos up 23%, and mapping policy in a second Trump presidency... Read More

July 16, 2024

Financial News

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

Today's topics include three rate cuts in 2024?, liquidity & returns, Powell gains confidence on inflation, when economic predictors miss their mark, a history on large cap valuations, an update on the small cap rotation since the CPI report, U.S. debt continues to pile up, and is a 6.5% mortgage rate the magic number?... Read More

July 15, 2024

Financial News

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

Today's topics include checking in on the odds of a rate cut, should the Fed cut rates?, election update, the post-CPI stock rotation, global debt, banks' net interest margins, a critical look at private equity, crude oil production, and the housing market ... Read More

July 12, 2024

Financial News

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

Today's topics include a September rate cut coming into view, small cap stocks like the prospect of lower rates, Fedspeak, Treasury issuance gets political, Treasury returns now positive on the year, inflation expectations, and Japan intervenes... Read More

July 11, 2024

Financial News

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

Today's topics include Powell's comments, concern over liquidity premiums, a year of records for the S&P 500, eyes on bank earnings, the AI hype is drawing skeptics, not-so stressful tests, passive investing & bubbles, home insurance costs rise, and clawing back back-taxes... Read More

July 10, 2024

Financial News

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

Today's topics include previewing tomorrow's CPI report, Powell & Yellen speak, another Fed study on immigration's effect on the economy, job switching is no longer so lucrative, forecasting is difficult, short sellers capitalize on non-tech stocks, your daily dose of stock market concentration, and ranking countries' economic output... Read More

July 9, 2024

Financial News

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

Today's topics include performance & positioning update from the Bianco Total Return Index, how many new jobs are needed each month?, big banks vs. little banks, bond funds see big inflows in the first half of the year, the BoJ gathers opinions on a taper plan, your daily dose of stock market concentration stories, and crypto traders see a buying opportunity... Read More

July 8, 2024

Financial News

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

Today's topics include measuring inflation, a Jackson Hole wishlist, job turnover, more on stock market concentration, small cap stocks, an eye on the PBOC, and the retail trader... Read More

July 5, 2024

Financial News

Quick Comments/What We’re Reading
Posted By Jim Bianco | Newsclips

Today's topics include shipping rates going up, big in Japan, peak Nvidia?, need more work on inflation, how should you invest?, and liquidity update.... Read More

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

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

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

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

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

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

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

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

Quick Comments/What We’re Reading Newsclips

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

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

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

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

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

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

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

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

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

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

Quick Comments/What We’re Reading Posted By Jim Bianco | Newsclips

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

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

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

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

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

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

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

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

Quick Comments/What We’re Reading
Newsclips

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

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

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

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

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

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

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

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

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

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

Quick Comments/What We’re Reading
Posted By Jim Bianco | Newsclips