Tag Archives: Financial News

May 2, 2025
May 1, 2025
April 30, 2025
April 29, 2025
April 28, 2025
April 25, 2025
Financial News

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Today's topics include looking for rate cuts, South Korea seems to land first trade 'understanding' with U.S., bond vigilantes absorb influence again, hedge fund leverage & the Treasury market, wages & inflation, CEOs' ditch outlooks & signal worry, raise your hand if you want to replace Powell now, China saving face while prepping major stimulus plans, a history of U.S. tariff policy, and Trump's second first 100 days... Read More

April 24, 2025
April 23, 2025
April 22, 2025
April 21, 2025
April 17, 2025
Financial News

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Today's topics include what's going on with yields?, Japan trade deal could be the first domino, when will tariffs begin to hurt the economy?, Powell's rock & hard place scenario getting tighter, Fedspeak, Fed independence, hard data vs. soft data, the low volatility period has ended, an isolation strategy, deciphering what foreigners are doing in the treasury market, and investment grade issuance has been slow in 2025... Read More

April 16, 2025
Financial News

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Today's topics include retail traders continue buying the dip, Japan is first in line, drawing comparisons between Liberation Day & the 1971 end of Bretton Woods, foreign currency performance versus the dollar, developing a plan to hike taxes for $1m+ earners, China's Q1 growth strong given stimulus, Is the end goal turning all eyes to China?, where is the Fed's "sacrifice ratio?", and war on rare earths... Read More

April 15, 2025
Financial News

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Today's topics include the Fed's measure of inflation expectations ticks higher, peak stock market bearishness in the latest BofA survey, all this uncertainty pushes term premium to highest since 2014, gold inventories' effect on GDPnow, the SF Fed has an eye on the labor market, Bessent teases increased buybacks for off-the-run securities, how do stocks respond to a death cross?, and zero-day options & intraday volatility... Read More

April 14, 2025
April 11, 2025
April 10, 2025
Financial News

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Today's topics include what is the tariff rate after yesterday's pause?, what about American services?, will the rally continue?, the bond market remains the most important decider of policy, discussing yesterday's massive bounce, updating chances of a recession, Fedspeak, the United States vs. China, ...vs. the European Union, and tariffs are a reminder of Brexit ... Read More

April 9, 2025
April 8, 2025
Financial News

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Today's topics include tariffs' binary outcome laid bare yesterday, is China selling treasuries?, Ray Dalio on the new world order, a volatile day for yields brings record TLT volume, catching a falling knife, no Fed put this time around?, the 60/40 portfolio, an eye on potential funding strains, and bunds as an alternative to U.S. treasuries... Read More

April 7, 2025
Financial News

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Today's topics include charting the market carnage, recession odds ticking higher, checking in on the odds of rate cuts, the Fed's transitory base case begins to fade away, the Fed vs. the White House, Friday's downside gap puts stocks in bad company, fear & uncertainty is the new norm, how much do tariffs add to inflation?, and dollar demand as a sign of financial stress in markets... Read More

April 4, 2025
Financial News

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Today's topics include a tough market environment, what do Bloomberg economists think?, where is the bottom?, U.S. dollar rout extends, updating recession odds, tech darlings to total disaster on massive volume, how many cuts in 2025?, buy the dip?, El-Erian lays out two potential outcomes, Fedspeak, understanding pre-tariff trade imbalances, are there any 'puts' left?, and retail traders see 'buy-the-dip' moment... Read More