Tag Archives: Financial News

November 10, 2023
Financial News

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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

November 9, 2023
Financial News

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Newsclips

Today's topics include do Treasury auctions matter?, pricing in global rate cuts, yield curve control in the U.S.?, poking holes at the goldilocks economy, more Fedspeak, the BoJ leans dovish when dealing with inflation, zombie firms, bond market uncertainty, and quantifying the pain in commercial real estate, secular inflation... Read More

November 8, 2023
November 7, 2023
November 6, 2023
November 3, 2023
November 2, 2023
Financial News

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Today's topics include previewing tomorrow's payrolls report, yesterday's FOMC meeting, understanding Fedspeak, the focus on tighter financial conditions in yesterday's FOMC statement, some perspective on yesterday's fall in yields, higher for longer, searching for neutral, the mortgage lock-in effect, and the oil markets assess wider war risks... Read More

November 1, 2023
October 31, 2023
October 30, 2023
Financial News

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Today's topics include Timiraos hints Fed may be done hiking, buying the TLT dip, why homeowners aren't selling, stocks enter correction territory, Barron's cover warning: bond edition, EM companies at risk from higher rates, a secular shift in consumer behavior, buying bonds, longer duration Treasury issuance coming, credit market concerns, US consumer spending strength baffles economists, and why has Bitcoin rallied?... Read More

October 27, 2023
October 26, 2023
October 25, 2023
October 24, 2023
October 23, 2023
Financial News

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Today's topics include how do active managers compete with index strategy?, volatility in the bond market, the economy remains strong, inflation targets & asset purchases, quantifying the effects of geopolitical crises, housing, the end of negative rates in Japan?, the big get bigger, and the retail crowd loves tech... Read More

October 20, 2023
Financial News

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Newsclips

Today's topics include breakevens rise, gauging the US economy, kicking the recession can down the road, advice on investing in the new 5% world, central banks' 2% target, the 'year of the bond' is not going as planned, the US housing market, the anatomy of a bull market, and BofA metric flashes contrarian buy signal for stocks... Read More

October 19, 2023
October 18, 2023
October 17, 2023