Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include fund managers most bearish on bonds on record, Zillow's effect on the housing market, Yellen targets December 3 debt ceiling deadline, more on the 60/40 portfolio, who is the recovery leaving out?, Powell's odds of reappointment take a hit, charting the supply chain's problems, Fitch notes stablecoins' growth could affect short-term debt markets, know your 'roll' in futures investing, and France tests crypto bond deals.... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include IMF trims 2021 global growth projections, Clarida affirms November taper and end to purchases in mid-2022, the PBOC's liquidity injections, Bostic sees persistent inflation, the latest on the supply chain, earnings as a market-timing tool, the 60/40 portfolio's problem, and potential index entrants currying favor with s&p global?... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include transitory vs. persistent inflation, Q3 GDPnow continues lower, looking for relative value opportunities in treasuries, growth vs. value, big tech valuations, the potential fallout from China's real estate problems, checking in on the world's richest, Bitcoin mining during the energy crunch, Staff shortages has management teams at last resort... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include waning enthusiasm from the retail crowd?, earnings & stocks, the UK's energy problems continue, the 60/40 portfolio disappoints, checking in on sentiment, central banks confront stagflation, Fed officials' trading activity to be reviewed, SOFR continues gaining steam, another way to measure supply chain woes, the oil rally, and another crack in China's housing market... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include the latest on the debt ceiling, the cost of servicing debt, alternative measures of inflation, COVID has peaked in the U.S., updating Powell's odds of another term, stock/bond correlation, stock flows vs. prices, assessing the risk of stagflation, where's the wave of evictions?, the blurred line between TradFi & DeFi, and CBDCs & dollar hegemony... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include can the Fed control inflation?, supply chain worsens, the energy crisis, the Fed explores its options in case of debt limit issues, an explosion in options trading, China's not done with its tech firms, stocks vs. bonds, a credit crunch among commodity traders, how much power should a central bank have?, day trading SPACs, SOFR gaining steam, and China's ban on crypto... Read More