Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include Rogoff warns central banks must fight political pressures to keep inflation at bay, QT-induced liquidity concerns for the BoE?, more on volatility, poking holes in the idea of diversifying away from the dollar, ARMs still make up roughly a quarter of U.S. mortgages by dollar value, Mag Seven make up 21% of hedge funds' single stock exposure, higher rates hurting private equity, and Blackrock tops Grayscale for biggest bitcoin ETF... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include rate cuts are perpetually several months away in U.S., inflation's relationship with valuations, interpreting an inverted yield curve, volatility remains low, investment grade outlook, the wealth effect, wealth by generation, and the potential problems posed by T+1 settlement... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include high rates not stopping risk-taking, time to buy bonds?, the history behind the Fed's 2% inflation target, differing opinions on housing inflation, a reminder that financial conditions remain loose, the European workweek, concerns over U.S. finances, the transition to t+1 settlement, and your daily dose of meme stock stories... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include more on yesterday's inflation data, hard vs. soft economic data, the case for a soft landing, startup boom in the US, the problem with propping up a currency, warnings over debt levels in US & EU, the retail crowd's forecasting record, the dollar, China continues to diversify away from dollar, and who owns the bitcoin ETFs?... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include all eyes on CPI this week, higher forever?, demand remains high for U.S. debt, a look at maturity walls, small businesses feeling inflation's pinch, the effects of a strong dollar, could the ECB cut before the Fed?, late-cycle indicators, all quiet on the volatility front, rents are a thorn in the Fed's side, and oil demand... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include America's debt problem, Kashkari on neutral, the 10% recession rule, checking in on the pandemic-era winners, more on Gross's declaration that bond funds are dead, inflation is really bad when new currency denominations must be printed, how will the BoJ unwind its stock holdings?, and stocks & commodities moving in tandem... Read More