Tag Archives: Financial News

February 5, 2024
February 2, 2024
February 1, 2024
January 31, 2024
Financial News

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Today's topics include timing the rate cuts, rates tend to fall around FOMC days, the Treasury's refunding announcement, the health of the labor market, will additional supply keep oil prices under $100 forever?, U.S. stocks vs. the rest of the world, housing price gains slowing, commercial real estate outlook not getting any better, and Evergande collapse isn't the end of China's problems... Read More

January 30, 2024
January 29, 2024
January 26, 2024
January 25, 2024
Financial News

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Today's topics include equity markets face headwinds, another look at QT, Fed kills BTFP arbitrage opportunity, the disinflation narrative, anticipating the next Fed move, length of yield curve inversions, the Fed in election years, CRE exposure, banks still pushing for return-to-office, comparing equity markets around the world, and is Chinese easing enough?... Read More

January 24, 2024
January 23, 2024
January 22, 2024
Financial News

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Today's topics include timing the first rate cut, labor market's role in the battle against inflation, sticky inflation, an eye on liquidity, the yield curve, where do stocks go after new all-time high?, different ways to view the Mag seven's dominance, small cap stocks, updating the Red Sea's shipping disruption, measuring consumer health, and corporate debt issuance... Read More

January 19, 2024
Financial News

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Today's topics include regulators prepare banks to tap Fed's discount window, interpreting a steeper yield curve, active vs. passive funds, over half of low-income Americans are 'rent-burdened', El-Erian sees first rate cuts in summer, consumer sentiment is improving, options strategies in a higher rate environment, and updating global shipping concerns... Read More

January 18, 2024
January 17, 2024
January 16, 2024
Financial News

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Today's topics include the beginning of the end for QT, updating rate cut expectations in the U.S. & Europe, rate cuts & earnings, the rising correlation between stock & bond returns, monitoring whales for market advantages, an eye on fiscal policy, putting some costs on shipping problems, the effects of demographics, where's the recession?, and vacant office buildings... Read More

January 12, 2024
January 11, 2024
January 10, 2024
January 9, 2024
Financial News

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Today's topics include looking ahead, buy the rumor sell the news on spot Bitcoin ETF?, an eye on wages, Bowman becomes more dovish, Bill Gross sees bonds as overvalued, continued concerns over government debt levels, the BoJ eases its bond purchases, 170 years of sentiment analysis, rents fall for third straight month, and non-performing loans could hurt big banks this earnings season ... Read More

January 8, 2024