Tag Archives: Financial News

August 28, 2024
Financial News

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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

August 27, 2024
August 26, 2024
August 23, 2024
August 22, 2024
August 21, 2024
Financial News

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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

August 20, 2024
August 19, 2024
August 16, 2024
Financial News

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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

August 15, 2024
August 14, 2024
Financial News

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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

August 13, 2024
August 12, 2024
August 9, 2024
August 7, 2024
August 6, 2024
August 5, 2024
August 2, 2024
Financial News

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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

August 1, 2024
July 31, 2024
Financial News

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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