Tag Archives: Financial News

December 8, 2023

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

Today's topics include looking into 2024, will the Treasury rally keep going?, fighting the Fed, eyes on the BoJ & yield curve control, higher rates are the new normal, wage growth & central banks inflation fight, BofA says ditch stocks, and time to buy banks?... Read More

December 7, 2023

Financial News

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

Today's topics include are the markets misinterpreting the Fed?, the Fed's impact on the economy, the battle against inflation, consumers' inflation perceptions, gold, and crypto activity picking up... Read More

December 6, 2023

Financial News

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

Today's topics include higher for longer..., ...might not be the worst scenario for markets, inflation perceptions, does the Fed have a forward guidance problem?, assessing term premium & long-term 10-year yields, the growth of bond ETFs, zombies & corporate defaults, and the BOE voices concern over the basis trade... Read More

December 5, 2023

Financial News

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

Today's topics include inflation-adjusted pandemic savings, the housing market's effect on consumer spending, owning vs. renting, refilling the strategic petroleum reserve, the labor market marches to its own beat, small businesses feeling the squeeze, and doubting CBDCs' usefulness... Read More

December 4, 2023

Financial News

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

Today's topics include what a difference a week makes for FOMC expectations, the last mile in the fight against inflation, bonds' great month, who will buy all this Treasury supply?, money market fund inflows, an optimistic retail crowd jumps back into stocks, and corporate profit margins... Read More

December 1, 2023

Financial News

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

Today's topics include are investors correct about a Fed pivot?, or are rate cuts wishful thinking?, El-Erian on the November rally, consumer spending slows, bots trading oil, crowded trade, rise in real wages, European inflation falling faster than expected, the treacherous path to 2%, the importance of short sellers, and retail traders secure gains... Read More

November 30, 2023

Financial News

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

Today's topics include bond market optimism, Fed tightening, is passive investing the problem or scapegoat?, Fedspeak, relentless focus on Mag7, the massive growth of money market funds in 2023, on housing, an economic advantage, dollar falls, criticisms of Chinese financial firms continue, and the power of AI in R&D... Read More

November 29, 2023

Financial News

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

Today's topics include Bill Ackman Sees Q1 rate cut, the OECD on lower global economic growth, the hard part of the fight against inflation, wage growth, regulatory changes could hurt basis trade, housing affordability, even the hawks are on board with a December pause, and the BoJ prepares banks for higher rates... Read More

November 28, 2023

Financial News

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Posted By Greg Blaha | Newsclips

Today's topics include more 2024 forecasts, longshot bets on rate cuts, the magnificent seven, growth vs. value, quants in China, paper losses piling up at the BoJ, hedgers get black friday deals, and Dudley makes the case for CBDCs... Read More

November 27, 2023

Financial News

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Featured, Newsclips

Today's topics include timing the peak in rates, checking in on FOMC policy expectations, time for 2024 predictions, housing prices rising again, cash on the sidelines?, term premium turns negative once again, want more 0DTE options? you got it, concerning signs in consumer credit, betting on a recession has been painful, and politics & consumer confidence.... Read More

November 24, 2023

Financial News

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Newsclips

Today's topics include fiscal dominance, surveys' response rate problem, consumer spending, big equity inflows, big corporate inflows, BoE stays committed to inflation fight, and stock returns after first rate cut... Read More

November 22, 2023

Financial News

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Posted By Greg Blaha | Featured, Newsclips

Today's topics include Timiraos highlights the FOMC minutes, quantifying the fiscal problem facing governments, more on the consumer's ability to spend, higher rates' effect on homeownership, and a rally for the most shorted stocks... Read More

November 21, 2023

Financial News

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Posted By Alex Malitas | Featured, Newsclips

Today's topics include when does QT go too far?, hedge fund concentration, getting out of cash, auto loan rejections at record, foreigners have ditched Chinese stocks, zooinks! zombies!, CalPERS strategy vs. 60/40 model portfolio, higher rates create expensive housing, expensive housing creates expensive rents, and office stocks rally with no outlook change... Read More

November 20, 2023

Financial News

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Newsclips

Today's topics include how to read a CEO's comments, an eye on today's 20-year auction, consumer spending power, rates matter to stocks..., ...but maybe less so to the economy, checking in on the soft landing narrative, and too much Fedspeak... Read More

November 17, 2023

Financial News

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

Today's topics include checking in on the rate cut narrative, the deficit could push yields higher..., ?or the deficit could push yields lower, soft landing hopes often give way to hard landings, a history of Fed dissents, market volatility, the pros & cons of the basis trade, who needs a mortgage anyway?, and crypto funding rates point to bullishness... Read More

November 16, 2023

Financial News

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

Today's topics include discussing soft landing hopes, some pushback on the rate cutting narrative, the problems with bloated central bank balance sheets, massaging Treasury issuance, Dudley on Treasury market stability, a bond market pivot, more on housing's effect on inflation, Chinese wealth inequality, and 'tis the season?... Read More

November 15, 2023

Financial News

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

Today's topics include more on yesterday's inflation report, Timiraos calls an end to rate hikes, the markets' reaction to benign inflation, a soft landing?, the real cost of owning a home, valuing a low mortgage rate, and the rising cost of servicing debt... Read More

November 14, 2023

Financial News

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

Today's topics include time to buy small cap stocks?, ICBC ransomware attack fallout continues, how long will QT last?, where do investors allocate capital in a higher rate enviornment?, higher rates slow CapEx spending, focusing on deficits, buying bonds, the price of gas, is high yield the trade of 2024?, the sad thing about consumer sentiment, clock running on another government shutdown, commercial real estate is really in a pickle, and shifting to T+1 settlement... Read More

November 13, 2023

Financial News

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

Today's topics include more on the fragility of November's bond market rally, projecting rate cuts, Bill Gross betting on disinverted curve, previewing tomorrow's CPI report, low-wage income growth falling fast, net interest income/expenses, banks continue to struggle, the shipping industry struggles, and regulating the basis trade... Read More

November 10, 2023

Financial News

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

Today's topics include bad auction sparks bond selloff, Fed's repo facility usage drops below $1 trillion, Powell injects some hawkish rhetoric, eyes on home loan banks, tracking shipping & cargo, a rational shift in consumer buying patterns, tighter lending standards, reconciling monetary & fiscal policy in Japan, projecting declining population growth, and Jay's potty mouth... 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 Greg Blaha | Featured, 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 Alex Malitas | 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 Featured, Newsclips

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

Quick Comments/What We’re Reading
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
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 | Newsclips

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

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