Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include today's big FOMC meeting, a rough start for the LME as it reopens nickel market, is the commodity market too big to fail?, Are price controls coming?, Raskin no longer being considered for Fed seat, China defends its stock market, hedge funds exit U.S. equities, stock pickers trailed their benchmarks for 12th straight year, Fitch weighs in on Russian default, Russia's gold reserves, and economics of blockchains... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include retail vs. hedge fund flows, accounting for inflation in historical gas price comparisons, El-Erian on the buy-the-dip mentality, more on the strains in energy markets, nickel's giant short squeeze, the housing market remains hot, the return to the office, stagflation concerns rising, tech wreck, and Yellen on Biden's crypto executive order... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include Pozsar offers further thoughts on funding stress, the consequences of weaponizing the financial system, a massive battle in the nickel market, wheat market gets volatile, PCE vs. CPI, looking for signs of recession, Shell adopts the "better to ask forgiveness than permission" mantra, stock ratings remain bullish, releasing more oil, and hedge funds' tech bets... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include European natural gas prices continue higher, discounted Russian oil, an alternate take on crude oil's surge as a sign of recession, prices at the pump, rising mortgage payments, forecasting inflation, stagflation risks, bearish on the euro, the technicalities of Russian bond payments, Kocherlakota on empty FOMC seats, and pensions' stock allocations... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include weaponizing the financial system, the dollar's role as world currency reserve, more on Russia's reserves, Russian stocks being removed from major indices, global liquidity's stress test, Russian stock market still closed, strong wage growth to persist, SOMA manager sees possible increased uptake in Fed's repo facility, and commodities boom... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include Zoltan calls for Volcker-style inflation fight, futures curves & monetary policy, parsing the FOMC minutes, retail sales telling different story from consumer confidence, omicron's effect on labor market recedes, stock vs. bond flows, IMF warns on continued supply chain issues, treasuries volatility & liquidity, and crypto regulation... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include liquidity conditions tighten, 25 or 50?, inflation is in the eye of the beholder?, low-income Americans worse off now than before pandemic, the energy effect, are consumers still buying?, we are spending on experiences!, the empty office, eyes on government deficits, back to the supply chain, housing & rent inflation around the world, and a gas tax holiday... Read More