Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading
Posted By Alex Malitas  |  Newsclips

Today's topics include what might spark the breakage, profiting in 2022, looking at the short end, in for a penny, dollar rally reaction, the new inflationary world, a US recession in EM, food prices still rising, and retail investors & alternatives... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include dealing with the dollar, are the euro & pound still overvalued?, cash is king once again, the accounting behind pension shortfalls, macro hedge funds having decent year, the FTSE & the dollar, and the labor market... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Alex Malitas  |  Newsclips

Today's topics include the dollar: our currency - your problem, US labor market, the Fed must destroy wealth, inflation & deficits, historical attractiveness fails, the inflation problem, on the long end, the bond market inflection point, and the changing work week... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include hike until something breaks, the BOE blinks before qt even starts, a volatility vortex in treasuries?, more treasury buyers, hosting Fedtalk, fed hikes are limiting PBOC's ability to ease, home prices begin to fall, consumer sentiment, and rumors Yellen may be replaced... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include interpreting bearish sentiment, UK officials go into prevent defense, going too far, recession odds, more on the British pound & gilts, Gundlach catching the falling bond market knife, cash is king, looking at UK stocks, remote work's effect on house prices, earnings crunch coming, Cathie Wood still sees chance of Fed pivot, and FTX expands crypto reach... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include updating bonds' rough year, the pound's freefall, emerging market currencies vs. developed country currencies, hedging for a plunge, market instability, IMF loans hit a new high, John Paulson not worried about housing, and the IPO market... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Alex Malitas  |  Newsclips

Today's topics include an eye on UK yields, where does global tightening lead us, thematic ETF's seem like they don't work, asset prices face reality, reverse repo makes a new high, residential real estate becomes a focus, big moves in treasuries, world economies' balancing act, retail opportunity in private equity?, housing bubble losing air, and the yen is only the start ... Read More

Financial News

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Financial News

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include the Fed's summary of economic projections, Powell finally admits housing must take a hit, Powell channeling his inner Volcker, understanding Fedspeak, Japan defends its currency, a weak yen, the tight labor market, higher borrowing costs spill over, and a copper squeeze coming?... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include Fed day is here, some hope from the copper/gold ratio?, the BoJ's line in the sand, real yields continue rising, Dimon pushes back on higher capital requirement, the 60/40 portfolio's prospects are not great, and dr. doom doing his thing... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include an eye on the Fed's SEP tomorrow, hikes & housing, shelter's effect on inflation, mortgage payments, bond trading is interesting again, where will the pain show?, decrease in Russian gas revenues, negative rates almost extinct, and has work fundamentally changed?... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include rate hikes around the world, wages & inflation, treasury market liquidity, stocks vs. bonds, ominous sign for the housing market, return to office, bulls vs. bears, credit card debt, trading like a politician, and who is the second richest person in the world?, has work fundamentally changed?... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Alex Malitas  |  Newsclips

Today's topics include BofA says lows aren't in yet, higher rates for longer, wrong on inflation?, global tightening, Chinese property crisis, extreme inversion, more strikes, watching corporates, the dollar, and adapting markets... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include the bear market isn't over yet, bond market carnage, slowing income growth, everyone has an opinion on rate hikes, more on yesterday's inflation release, looking at growth investors, QT & liquidity, widening deficit, potential rail strike, worst day since June 2020, Russian gas revenues, Goldman says don't worry about zombie companies, and the labor market... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Alex Malitas  |  Newsclips

Today's topics include checking on positioning, how we view inflation, sovereign debt, addressing QT impacts, weaponizing the global economy, looking at housing inflation, corporate bond market, and the Ethereum merge ... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include Bloomberg tv, checking in on inflation before tomorrow's big release, the bond bear market, innovation as a driver of the dollar, work from home's impact, another problem for the supply chain?, housing's deceleration, quantifying Covid's effect on the labor force, market sentiment, the 60/40 portfolio, and tough times for crypto miners... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Greg Blaha  |  Newsclips

Today's topics include the Fed's long-term view, the folly of economic forecasting, energy price caps, more on utility companies' margin calls, Russian gas imports, the dollar's digital competitors, and Gensler vs. the crypto world... Read More

Financial News

Quick Comments/What We’re Reading
Newsclips

Today's topics include discussing markets & the Fed, determining the odds of a soft landing, projecting a more hawkish Fed, institutions buying record protection, the dollar's unrelenting rise, the bond bear, Russian oil exports, and housing's slowdown... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Alex Malitas  |  Newsclips

Today's topics include more on the strengthening dollar, the focus on Powell, ready to fight over toilet paper again?, Goldman says lower lows, will back to the office stick this time?, the severity of Europe's energy crisis, how will earnings adjust?, the end of negative rates era, dumbing European ETFs, Chinese exports weaken amid global slowdown, and crypto market cap under $1t... Read More