Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include today's trade headlines, gold sentiment at an extreme, an eye on global shipping, surplus savings struggle to find productive investments, stock returns after rising above 200-day moving average, stock returns after quick bounce back, the odds of recession, what is Trump's preferred crude oil price?, and watch for stocks exposed to government spending during debt ceiling debates.... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include plotting the future of the U.S. economy, looking past today's FOMC decision, no word on X-date from Bessent yet, eyes on shipping data, a strong 10-year auction, China trade talks, March trade deficit widened to record, the end of the old economic order, an update on the resiliency of retail investors, trade uncertainty makes buybacks cool again, and who should own the future of AI?... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include looking for rate cuts, South Korea seems to land first trade 'understanding' with U.S., bond vigilantes absorb influence again, hedge fund leverage & the Treasury market, wages & inflation, CEOs' ditch outlooks & signal worry, raise your hand if you want to replace Powell now, China saving face while prepping major stimulus plans, a history of U.S. tariff policy, and Trump's second first 100 days... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include what's going on with yields?, Japan trade deal could be the first domino, when will tariffs begin to hurt the economy?, Powell's rock & hard place scenario getting tighter, Fedspeak, Fed independence, hard data vs. soft data, the low volatility period has ended, an isolation strategy, deciphering what foreigners are doing in the treasury market, and investment grade issuance has been slow in 2025... Read More