Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include soft vs. hard economic data, today's tariff headlines, more stories on American exceptionalism, stocks remain uncorrelated, goods inflation creeping higher again, the housing market, the odds of recession continue to inch higher, tax season's effect on the debt ceiling x-date, an eye on FX liquidity, and gold keeping pace with stocks over last decade... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include have we already seen the last Fed rate cut?, the Atlanta Fed updates its gold-adjusted GDPNow, today's tariff headlines, demand for U.S. Treasury securities, pushing back on the end of U.S. exceptionalism, how to tackle the risk posed by a growing basis trade, hard vs. soft economic data, what to expect after a correction, and too much passive investing hurts price discovery.... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include talkin' uncertainty & volatility, today's tariff headlines, what non-tariff economic leverage might trump use?, x-date will come into better focus after April 15 taxes are due, how much control does the Treasury actually have over rates?, trading liquidity deteriorates, Fed communication is a political Rorschach test, Fedspeak, and Moody's warns on U.S. finances... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include options market signaling a bottom?, irrational exuberance?, characteristics of the labor market, Europe's natural gas problem continues, crude oil supply, China's desire to foster a consumption economy, how to hide your trades, and Mag Seven stocks still not exactly cheap... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include the S&P 500 enters correction territory, should you save? borrow? Neither are looking too good, an eye on retail traders during the selloff, deciphering market volatility, how much economic growth has just been a growing government?, the Fed's rock & hard place problem gets tighter, looking at crude's longest losing streak since 2015, more thoughts on tariffs, the gold bug continues on, and dollar declines on fiscal policy... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include short-term volatility, how is the U.S. consumer looking?, searching markets for recession signals, El-Erian opines on market shift, corporate spreads to widen from historically tight levels, job openings increased but the labor market is strong, how much can we talk about uncertainty?, what is working & not working in the market selloff?, higher rates in Japan, and bleak air travel demand... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include the Atlanta Fed comments on GDPNow's plummet, the administration continues to signal it is ok with short-term pain, where is neutral?, El-Erian calls for fed to review 2% inflation target, opposing inflation expectations, clearing the path for German spending, the wealth effect & consumer spending, dividend stocks, and Wall Street forecasts are a lagging indicator... Read More