Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include confusing retail sales & inflation, stocks are asleep, the latest on the debt ceiling debates, fund managers remain extremely bearish, Fed officials push back on idea of rate cuts, refilling the SPR, more on the narrow stock market rally, don't blame first-time homebuyers for the rise in house prices, record share buybacks, the SEC is in no rush to explain crypto rules, return to the office stalling, and Chicago in trouble?... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include a note on the rise in initial claims, in search of the real x-date, will inflation return to 2%?, stock skepticism, some city metrics back to pre-pandemic norms, bank stocks, comparing tighter lending standards to high yield spreads, and arguments against a short selling ban... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include talkin' Fed policy & the banking crisis, the Fed pulls off its hawkish pause, Powell's statement on banks didn't age well, understanding FedSpeak, Treasury announces buyback program, previewing tomorrow?s payrolls report, the latest on the debt ceiling, quantifying depositors concerns' for their money, and Goldman under review in SVB probe... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include today's FOMC meeting is all about parsing Powell's 'pause' language, Kaplan argues for a 'hawkish pause', the market finally shows concern over debt ceiling, the moral hazard of increased deposit insurance, money supply, market timing is difficult, Hindenburg takes aim at Carl Icahn, and Balaji's million dollar crypto pr stunt... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include raising the debt ceiling, are we out of the woods?, stocks versus cash, sticky inflation, First Republic teetering, the battle inside the Fed over wage gains, small caps face pessimism, job switchers vs. job stayers, a new era in PE, shadow banks, and Summers on the Fed's 2% inflation goal... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include Are U.S. CDS markets useful?, ChatGPT dominates the stock market, critiquing the new 1-day vix measure, the changing consumption basket, retail wants a piece of higher rates, the Fed dials back its swaps auctions, European exchanges vs. U.S. exchanges, the cost of fear, the state of globalization, potential solutions to bank runs in a fractional reserve system, a history of shale oil, and housing's supply/demand imbalance... Read More