Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include estimating China's real covid numbers, more on payroll revisions, could QT end next year?, shipping industry isn't convinced by green energy transition, central banks' moves become more uncertain in 2023, mind the gap, quantifying misery, AUM is only half the story for ARKK, who knows the CPI data ahead of time?... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include what type of recession is coming?, big tech is now the obstacle, global trade surge, more options market chaos, VIX & S&P 500 moved in tandem yesterday, risks of upside inflation surprise, slower rising rates, yield curve signaling, China's reopening struggles, but surveys see optimism on China, and FTX founder sees charges...along with handcuffs... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include previewing tomorrow's CPI report, the market still hoping for a pivot..., ...and a soft landing, is a 2% inflation target still appropriate?, the jobs market, trading counterparty risk for liquidity risk, higher rates hurting banks?, more on China's Covid U-turn, container ships head to east coast, and Defi vs. Cefi... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include Jim discusses the 2023 outlook & the jobs market, sizing up off-balance sheet debt, interpreting the yield curve's inversion, housing's lagging contribution to inflation, how long can stimulus money hold up the economy?, checking in on the supply chain, global GDP's declining prospects, crude oil vs. energy stocks, and REIT outflows... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include soft landing really means a miracle landing, short expiration options, rental market finally turning over, US debt clock, what matters more: talk or data?, society and stocks, energy markets, savings in the United States, small business hiring lagging larger firms' hiring, student housing shortfall, and the importance of due diligence: avoiding FTX... Read More