Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include the rich are still spending, more on the Mar-a-Lago accord, some context on federal job cuts, Goolsbee explains away inflation expectations, empires fall when debt servicing costs grow unwieldy, U.S. stocks vs the rest of the world's stocks, what happens if/when Russian sanctions are lifted?, and Nvidia reports earnings after Wednesday's close... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include more on inflation seasonality, inflation expectations, finally something other than wait-and-see from a Fed official, risk-on, risk-off, an alternate take on the CAPE ratio, stock market dispersion, the Dow vs. S&P 500, the state of the housing market amidst high mortgage rates, and hedge funds find loophole in European corporate bonds... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include Jim discusses Mar-a-Lago accord, how can Bessent lower 10-year yields?, another change from pandemic times is sticking, mortgage rates take a slight dip, end of unicorn bubble, auto insurance rates, when does optimism turn into a stronger economy?, China's foreign investment outflow, a quick take on defense spending, and global energy usage.... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include Powell reiterates no rush on lowering rates further, two conflicting views on inflation, an uncertain society but calm market, a shift in what is driving equity markets, Japanese borrowing costs, earnings beats continue to roll in, risk on market, draining reverse repo, China's property crisis is getting worse, creating a bipolar world, traders eye Wednesday rallies, and are stablecoins the future?... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include previewing tomorrow's payrolls report, Bessent focusing on 10-year yields rather than funds rate, Fed's reverse repo facility continues to shrink, Fedspeak, the Fed announces its bank stress test scenarios for 2025, the retail crowd flexing its muscles, Europe replenishes natural gas stockpiles, quantifying market concerns in 2025, and gauging the BoJ's rate path... Read More