Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include when will the Fed return to profitability?, calling for more accountability at the Fed, more on T-bills' share of issuance, Mary Daly has concerns about the labor market, mean vs. median inflation expectations, people expect to retire earlier in life, Larry Summers reiterates higher for longer, momentum plays take a hit, and the housing market.... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include the government's income vs. spending, Nvidia becomes the world's most valuable company, your daily stories on stock market concentration, quantifying immigration's impact on the labor market, ETFs change the credit market, updating the shipping industry's Red Sea problem, have we reached peak consumer?, the Treasury market's round trip in 2024, and changes coming to the PBOC... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include an eye on France, Fedspeak confirms wait & see approach, volatility, quantifying the cost of high inflation, Gen Z's investing style, stock returns after the first rate cut, Gamestop, today's stories on stock market concentration, China's attempts to prop up its stock market, private credit, and the household vs. establishment employment surveys... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include do higher rates hurt or help the economy?, the Fed can influence rates by setting expectations, the pain of a recession vs. the pain of inflation, the BoJ to cut back on bond purchases, money market funds continue to attract cash, the art of stockpicking, investing during times of low volatility, and the magnificent one?... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include attempting to project the Fed's path, long bond wagers lose traction pre-FOMC, more on momentum trading in 2024, are higher rates necessary?, forecasting an oil glut, defending the Euro, the persistence of work from home & its impact, private equity could struggle for returns in higher for longer environment, synthetic risk transfers...where hidden threats lie, and China's inflation measures hold steady... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include more on Friday's jobs report, bond market volatility, the wealth effect keeps recession at bay, synchronized global monetary policy, inflation sentiment & the target rate, central bank policy as elections draw near, signs of volatility beyond the VIX, previewing this week's FOMC meeting, your daily story on stock market concentration, and the housing market... Read More