Tag Archives: Financial News

May 3, 2024

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

Today's topics include coming treasury supply needs buyers, the 2% target, downside protection, a two-track U.S. economy, global synchronous central bank pause, money market assets back at $6T, bond vol to remain high, tracking Japanese intervention, politics & supply chains, and home equity loan reforms... Read More

May 2, 2024

Financial News

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

Today's topics include the Fed takes a wait & see approach, previewing tomorrow's payrolls report, round two of BoJ intervention, understanding Fedspeak, is monetary policy's effectiveness dulled?, the Fed slows pace of QT, earning not providing the usual tailwind to stocks, and Maersk sees Red Sea disruptions lasting through 2024... Read More

May 1, 2024

Financial News

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

Today's topics include anticipating a Fed pause, bearish bond wagers stack up, trading on central bank divergence, rates 'a real problem' for stocks, real returns, cost of labor, food inflation hurting lower incomes more, concern over treasury supply & QT, exiting low rate world for good, kicking debt can down the road, and damned if you do...... Read More

April 30, 2024

Financial News

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

Today's topics include Timiraos says higher for longer, treasury supply, the costs of quantitative easing, momentum is the name of the game right now, positive sentiment roars, positive signals for the U.S. economy, CRE loans making more headlines, Wall Street's housing binge, the BoJ likely supported yen on Monday, and China woes... Read More

April 29, 2024

Financial News

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

Today's topics include are rising rates good or bad for stocks?, in search of neutral, the Treasury's coffers are full after tax payments, wild yen trading, the problems caused by a rising dollar, Nvidia contrarian sell?, the Fed's third mandate, measuring Fedspeak sentiment, banks slowly raising deposit rates, and the effect of credit scores on mortgage rates... Read More

April 26, 2024

Financial News

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

Today's topics include Timiraos on rate cuts, Fed policy felt abroad, Yellen explains away inflation data, Trump has Fed independence in his crosshairs?, Harley Bassman sees election affecting Fed policy, a surge in productivity, the housing market, and Alphabet joins the $2 trillion club... Read More

April 25, 2024

Financial News

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

Today's topics include having the strongest economy is a blessing & curse, strong dollar & exporters, higher commodity prices = higher inflation, justifying higher for longer rates, higher rates are the impediment to housing recovery, troubling dollar yen levels, brick & mortar still further to fall, and SEC to deny Ethereum ETFs... Read More

April 24, 2024

Financial News

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

Today's topics include previewing tomorrow's GDP release, the drivers of inflation, Jamie Dimon on the prospects of a soft landing, the power of petrodollars, today's five-year auction to test demand, dangers of a strong dollar, could the ECB be one & done?, and private equity... Read More

April 23, 2024

Financial News

Quick Comments/What We’re Reading
Newsclips

Today's topics include are 5% 10-year treasury yields possible again?, where will the target rate end the year?, divergent global monetary policy, the dollar's rise, lower income loan stress, and U.S. oil production... Read More

April 22, 2024

Financial News

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

Today's topics include do yields matter to stocks?, forecasting vs. scenario analysis, the TGA swells as tax payments are made, keep an eye on this week's treasury auctions, stimulus sets the U.S. apart, earnings expectations, betting on a strong dollar, and high yield... Read More

April 19, 2024

Financial News

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

Today's topics include with a yield to manage...active bond funds come into the spotlight, more coming around to no cuts, does the Fed have a reliable model of inflation?, the state of the yield curve inversion, basis trade risk turns heads again, money market assets fall on tax season, pensions allocating away from stocks, mortgage rates at highest level this year, private market risks, and crypto regulation... Read More

Financial News

Updating the World’s Richest People
Posted By Greg Blaha | Charts of the Week

Bernard Arnault has held the crown of world's richest for roughly a month now.... Read More

April 18, 2024

Financial News

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

Today's topics include sticky inflation, wages vs. inflation, more Fedspeak confirming higher for longer, rate cut expectations, corporate net interest income, what is the proper level of bank reserves?, sentiment analysis on the beige book, the dollar, and the calls for 'no landing' grow... Read More

April 17, 2024

Financial News

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

Today's topics include higher for longer is now the base case, central banks' 2% inflation target, economic growth around the world, managers shed bond exposure, market reaction to Middle East escalation, housing affordability, quantifying wealth by generation, and AI will require massive amounts of energy... Read More

April 16, 2024

Financial News

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

Today's topics include Treasury yields vs. dividend yields, tax payments drain the Reverse Repo Facility, Daly sees no urgency to cut rates, the latest Bank of America survey, when forecasts go wrong, shadow banking, checking in on Russian crude shipments, and the jump in electricity prices... Read More

April 15, 2024

Financial News

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

Today's topics include which companies feel the pinch of 'higher for longer'?, monetary policy's long & variable lag, U.S. GDP forecasts, the effect of index rebalancing, who will buy all the debt?, reasons for a sustained rally in gold, and the pessimistic consumer... Read More

April 12, 2024

Financial News

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

Today's topics include this week's subpar Treasury auctions, Mag7 comes back to life before earnings season, a long-term look at interest rates, higher rates' effect on housing inflation, high valuations bring lower future returns, stock outflows, and ECB stands pat lacking unanimous decision... Read More

April 11, 2024

Financial News

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

Today's topics include Timiraos throws some doubt on rate cuts, yields zoom higher, inflation puts Fed in a tough spot, the unfortunate fate of Tuesday's big SOFR trade, El-Erian argues for acceptance of a 'new' global economic paradigm, all quiet on the QT front...so far, more talk & no action on fiscal spending, changes coming for some prime money market funds, active vs. passive, and a fun AI thought experiment... Read More

April 10, 2024

Financial News

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

Today's topics include record trade yesterday before CPI, measuring inflation if homeownership costs were included, Fed & ECB divergence could be cause for concern, rates & oil, government debt, private credit returns, BoJ yen intervention, and are ETF option income strategies quelling market volatility? ... Read More

April 9, 2024

Financial News

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

Today's topics include previewing tomorrow's CPI report, predicting payrolls, narratives fuel market moves, Bullard sticks with three cuts this year, elevated rates not consistent with rate cuts, banks' net interest income, rising commodities prices making life difficult for Fed, JGB liquidity, and a glut of natural gas... Read More

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 Alex Malitas | 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 Alex Malitas | Newsclips

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

Quick Comments/What We’re Reading Newsclips

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

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

Updating the World’s Richest People Posted By Greg Blaha | Charts of the Week

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

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

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

Quick Comments/What We’re Reading
Newsclips

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

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

Updating the World’s Richest People
Posted By Greg Blaha | Charts of the Week

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

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