Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include a disconnect between markets & managers, timing a hike, how widespread is inflation?, currency volatility on the rise, the fresh faces of the automotive industry, CalPERS diversifying and adding leverage..., ...NYC taxis tried to add leverage a decade ago. It did not end well, did you enjoy your brief respite from debt ceiling drama?, Covid's effect on the markets, Elon sells another billion in stock, and cryptos' rough day... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include diving into wage growth, inflation's effect on profit margins, 60 Minutes tackles the supply chain, the demand side of the supply chain bottleneck, timing potential rate hikes, the case against average inflation targeting, limits to ECB stimulus, will Biden just pick a Fed chair already?, dividend growth, and a bit of inflation humor... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include don't read too much into productivity's plunge, still pointing toward June for the first rate hike, gauging maximum employment, understanding Fedspeak, global inflation, inflation's distorting effects on earnings, natural gas imports & exporters, Evergrande's upcoming payments, the crypto jobs market, and the battle to regulate stablecoins... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include the different camps of central bank policy, negative-yielding debt, Dudley on interest rate hikes, earnings' contribution to the stock rally, where have the bond vigilantes gone?, Lagarde continues to push back on rate hike expectations, Zillow's home-buying experiment comes to an end, another measure of supply chain issues, and China's digital yuan... Read More