Tag Archives: Financial News

January 8, 2024

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

Today's topics include talkin' markets, how low can the Fed's balance sheet go?, stock valuations, U.S. could avoid a government shutdown, a deep dive on the yield curve & recessions, stickiness of ETF investors, the idea of slow & steady rate cuts, markets anticipating Fed cuts, another mild european winter, and the dogs of the Dow... Read More

January 5, 2024

Financial News

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

Today's topics include what will the Fed do?, money market assets reach record, shipping snarls in the Red Sea, stock & bond correlation, mortgage rates, sizing up the mMg7 stocks, private credit risks, questioning the future of QT, and the St. Louis Fed has a new president... Read More

Financial News

Who Are the World’s Richest People at the End of 2023?
Posted By Alex Malitas | Charts of the Week

Elon Musk still holds the title for world's richest person while 2023 was a bad year for Gautam Adani.... Read More

January 4, 2024

Financial News

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

Today's topics include previewing tomorrow's payrolls report, bond bear market rally?, goldilocks scenario for markets?, dissecting FOMC minutes, container rates are spiking, has inflation been vanquished?, money market fund cash is not 'cash on the sidelines', 2024 black swan watch, comments on the ISM manufacturing survey, more on QT & the fed's balance sheet, and new rent supply... Read More

January 3, 2024

Financial News

Quick Comments/What We’re Reading
Featured, Newsclips

Today's topics include RRP facility back in focus, shipping rates are rising, 10-year eyeing 4%, sentiment dissonance, 2023 was surprisingly not surprising, finding a new job, the next phase of the inflation battle, inflation shocks are sticky, and rising convertible debt... Read More

January 2, 2024

Financial News

Quick Comments/What We’re Reading
Newsclips

Today's topics include the Fed's path in 2024, are supply chain problems returning?, discovering the 'new normal', office real estate, predicting disruptions in 2024, still work to do on inflation, now there is a yield!, asset manager struggles in the UK, and crypto options... Read More

December 29, 2023

Financial News

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

Today's topics include 2023 was the year of wrong predictions, was China the "most wrong" prediction of 2023?, can the Fed navigate a soft landing?, issues with data quality continue to loom over decision making, RBC expects economic downturn in U.S., where are equity valuations ending 2023?, 60/40 portfolio comeback?, tracking 0DTE volume into 2024, and the rich got richer in 2023... Read More

December 28, 2023

Financial News

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

Today's topics include bonds' record 2-month rally, hopes for a soft landing repeat of the 1990s, the difficulty in forecasting inflation, the Mag Seven & stock market concentration, when do lower mortgage rates entice sellers?, gasoline demand, and an eye on food inflation... Read More

December 27, 2023

Financial News

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

Today's topics include the Standing Repo Facility, the rebuttal to team transitory's odd proclamation of victory, consumer spending, bank assets, goodbye to the Bank Term Funding Program?, adjustable rate mortgages become less competitive, and buy the rumor sell the news on Bitcoin ETF?... Read More

December 26, 2023

Financial News

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

Today's topics include inflation in 2024, what kills the speculative spirit?, the case for even lower rates, strategists predict a 2.4% return for stocks in 2024, stocks & bonds priced for perfection, recessionary false alarms, and renting vs. buying... Read More

December 22, 2023

Financial News

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

Today's topics include the Powell pivot rally, economists' forecasts one year ago, 2023 was the year markets forgot about COVID, the impact of central banks, reasons for the Fed to cut, how you look at inflation matters, just how bad is the housing market?, troubling signs for consumer spending, ending fiscal support in the Eurozone, and more attempts to stimulate growth in China... Read More

December 21, 2023

Financial News

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

Today's topics include much ado about nothing - SOFR edition, blame 0DTE options, the recession that never materialized in 2023..., ...hasn't deterred some from expecting one in 2024, the dash for trash, dealers' record hedging needs, and an eye on the american consumer... Read More

December 20, 2023

Financial News

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

Today's topics include timing the first rate cut, another forgotten Fed facility regains popularity, QE-Era interest rates were the exception rather than the rule, a few giants run the basis trade, a 0DTE ETF, European spreads diverging from U.S. spreads, and Krugman puts on gaslighting clinic... Read More

December 19, 2023

Financial News

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

Today's topics include are real rates restrictive?, timing the first cut, the mechanics of setting FOMC policy, a wide range of rate expectations, another way to view the concentrated rally, BofA's latest fund manager survey bullish on stocks & bonds, and some serious inflows into SPY lately... Read More

December 18, 2023

Financial News

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

Today's topics include the Fed vs. the markets, pulling future returns forward, bonds enter bull market territory, is the 2-year note the sweet spot?, stock market ownership, how low would mortgage rates need to go to entice sellers?, calls for China to reduce U.S. Treasury exposure, and bankruptcies on the rise now that Covid aid is gone... Read More

December 15, 2023

Financial News

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

Today's topics include how long will these bull runs last?, a real look at the melt-up in stocks, soft landing & stability are the consensus market bets, victory on inflation?, a quick change in Powell's tone, on market efficiency, how accurate is the Fed 1 year out?, strong dollar trade, and issues for credit in 2024... Read More

December 14, 2023

Financial News

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

Today's topics include the Fed's pivot, the Fed's Summary of Economic Projections, understanding Fedspeak, it's all about liquidity, the yield curve, an eye on rents, and Nouriel Roubini advocates for flatcoins... Read More

December 13, 2023

Financial News

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

Today's topics include previewing today's FOMC meeting, looser financial conditions are problematic for the Fed, predicting Fed pivots, looking at inflation in terms of lost purchasing power, goods vs. services inflation, the return of a stock picker's market?, and stocks for the long run... Read More

December 12, 2023

Financial News

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

Today's topics include how long can the rally last?, respark the passive v. active debate, small business sentiment is poor, mag7 fade?, rate cut questions for Powell, high yield ETFs big inflow in November, and is ditching China possible?... Read More

December 11, 2023

Financial News

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

Today's topics include the Fed turns its focus to rate cuts, previewing tomorrow's CPI report, Barron's declares higher rates are here to stay, investing in a new rate regime, the everything rally, looking for recession, higher borrowing costs trickling through to companies, housing affordability, and 0DTE options... Read More

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

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

Who Are the World’s Richest People at the End of 2023? Posted By Alex Malitas | Charts of the Week

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

Quick Comments/What We’re Reading Featured, Newsclips

Quick Comments/What We’re Reading 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 | Featured, Newsclips

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 | Featured, 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 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 Alex Malitas | Newsclips

Who Are the World’s Richest People at the End of 2023?
Posted By Alex Malitas | Charts of the Week

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

Quick Comments/What We’re Reading
Featured, Newsclips

Quick Comments/What We’re Reading
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 | Featured, Newsclips

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 | Featured, 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 Alex Malitas | Newsclips

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