Tag Archives: Financial News

August 8, 2022
August 5, 2022
Financial News

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Today's topics include justifying rate hikes, breaking down jobs data for the likelihood of a soft landing, has the Fed brought guidance back already?, again on the COVID supply chain, tracking "recession" searches, taking air out of housing, economists need a reality check, Burry says market is still "silly", BofA says no-go on stocks, managers missed the rally, the future of retail, and looking at crypto... Read More

August 4, 2022
August 3, 2022
August 2, 2022
Financial News

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Today's topics include Fed cycles & market bottoms, Zoltan on a US recession, Chinese housing bust hits metals, liquidity drying up in China, labor shortages, supply chains stay strained, peak bearishness, a tale of two markets, housing boom slows, and estimating labor market growth... Read More

August 1, 2022
July 29, 2022
July 28, 2022
July 27, 2022
Financial News

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Today's topics include final check-in before today's FOMC meeting, in search of neutral, the Fed's profit margins are being squeezed, the Phillips curve, European gas still on the rise, housing will determine odds of recession, the dollar, draining the strategic petroleum reserve, big earnings day tomorrow, financial espionage, and even Cathie Wood is giving up on Coinbase.... Read More

July 26, 2022
July 25, 2022
Financial News

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Today's topics include everyone has an opinion on Fed policy, markets expect rate cuts in 2023, move along...no recession to see here, the strong dollar's effect on earnings, the middle class squeeze, globalization lives on, the ECB's transmission protection instrument, the 60/40 portfolio, more signs of strain in European energy markets, and it pays to switch jobs... Read More

July 22, 2022
July 21, 2022
July 20, 2022
July 19, 2022
Financial News

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Today's topics include signs of capitulation?, mounting concern that Nord stream will remain offline, Europe's energy crisis, prices at the pump coming down, someone made a big bet on a 75 basis point hike last week, the dollar's effect on commodities, betting against the yen, the great resignation not going as planned for many, rising mortgage rates, and home sales slump... Read More

July 18, 2022
Financial News

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Today's topics include chairman Timiraos dictates 75 basis points, U.S. inflation is a global problem, tightening financial conditions, have we seen peak inflation?, recession odds, the art of stock picking, declining productivity, divergent jobs data, Europe's energy crisis, central banks as buyers of last & first resort, and measuring supply chain stress.... Read More

July 15, 2022
July 14, 2022
Financial News

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Today's topics include checking in on the odds of Fed hikes after CPI, more on yesterday's CPI report, a bad start to earnings season, the labor market, estimating the cost of servicing U.S. debt, a soft landing seems increasingly unlikely, thin liquidity in 20-year Treasuries, and one of these volatility measures does not look like the others.... Read More

July 13, 2022
July 12, 2022