Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include Trump gets Japanese trade deal, is 15% the new tariff floor?, a history lesson on political pressure on the Fed chair, Bessent swashes Powell removal, a check on valuations, how will the Fed address any tariff inflation that arises?, job switchers versus stayers, a new cohort of meme stocks, a list of other trade deal news, and electricity supply & AI demand... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include mid-year update on the Bianco Research Fixed-Income Total Return Index, what to expect now that the debt ceiling has been lifted, Dudley pours cold water on administration's attempts to lower rates, tariff headlines, Powell's potential replacements, volatile sentiment swings, are markets too complacent?, the odds of rates returning to zero, and a history of Fannie & Freddie conservatorship... Read More