Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include equity bearishness, profit margin squeeze, El-Erian questions the Fed's 2% inflation target, money supply, this week's FOMC minutes may actually prove interesting, projecting a bounceback for the 60/40 portfolio, office building defaults, how much do you need to retire?, a real-life work-from-home study, and an update on the commitments of traders data... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include an eye on core services inflation, should the Fed change its 2% target?, the effect of QE/QT on asset prices, Fed officials reiterate higher for longer, more on Brainard's Fed departure, a deep dive on economic survey response rates, the move from mutual funds to ETFs, and the risks of central bank digital currencies... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include betting on the Fed's path, a long-term look at interest rates, predicting a soft landing, risk-on, the labor market conundrum, supercore wage growth, big tech market dominance, raising money with rising rates, funds unwind short bet on stocks, and inflation hurts everyone.... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include 0DTE and volatility, Powell reiterates 'higher for longer', blame the Fed, don't fight the Fed, the BIS downplays central bank losses, financial conditions during tightening campaigns, tech earnings, all about money supply, American's deteriorating finances, used cars bounce back, are corporate executives too pessimistic?, and trading with Congress... Read More