Today's topics include previewing the FOMC meeting, Chinese stocks, the market that keeps bouncing back, the Fed's involvement in the MBS market, and Tether responds to allegations... Read More
Today's topics include betting on higher bond yields, record low real yields, rate hike expectations, communicating 'transitory' inflation, keep an eye on the debt ceiling, SOFR's big day, wealth inequality, the barriers to crypto adoption, and inflation impacting Biden's approval rating?... Read More
Today's topics include assessing growth, more aid on the way for struggling homeowners?, taper consensus: MBS vs. Treasuries, differing opinions on the ECB's dovish statement, output gaps across the world, problems distributing aid for tenants, modern monetary theory, the Delta variant, currency volatility, checking in on Europe's recovery, and more on stablecoins' holdings... Read More
Today's topics include Interpreting the bond market, the ECB's dovish meeting, dividends outpacing bond yields, previewing next week's FOMC meeting, applying NLP to earnings releases, the bureaucracy of rental assistance, bitcoin as an inflation hedge, and family offices jumping into crypto... Read More
Today's topics include discussing asset prices, a different take on yields, housing inflation, more on value investing, understanding the demands of the U.S. worker, will Powell remain at the helm?, is ECB buying here for the long term?, and the conversation on CBDCs continues... Read More
Today's topics include measuring the reopening trade, Biden stresses inflation is temporary, hooked on quantitative easing, traders' buy-the-dip mentality, covid recession officially lasted two months according to NBER, labor force participation by age, workers demanding higher wages, and regulating stablecoins... Read More
Today's topics include has the economy already peaked?, recovery without stimulus, on bond yields, 50 years of the index fund, doubting a global boom, Powell's tone & the dollar, issues with money market funds, and crypto leveraged trades disappear... Read More
Today's topics include explaining lower bond yields, Yellen chimes in on inflation, bank profitability, will he stay or will he go?, credit rating upgrades, where's the yield in junk bonds?, the case for worsening earnings, including owner-occupied housing in ECB inflation, and regulators vs. the Defi dream... Read More
Today's topics include Powell reiterates the transitory mantra, the Fed's MBS purchases, El-Erian on inflation, interpreting the yield curve, how many jobs have been permanently lost?, checking in on global etf flows, Blackstone continues buying rentals, and banks' opposition to CBDCs... Read More
Today's topics include the transitory debate continues, the many ways of measuring inflation, rising food prices, the Fed's taper tension, buying & selling of Chinese stocks, more on MSCI's all-encompassing index, lumber's fall & house prices, and stablecoins vs. CBDCs... Read More
Today's topics include a weaker yuan, investing in sovereign debt, indexing it all, fintech investing, Bullard on reining in stimulus, governments' record debt level, new working incentives, crypto volume tumbles in June, and risk-adjusted crypto returns... Read More
Today's topics include the correlation between stocks & bonds, avoiding a taper tantrum, electronic bond trading, reversing globalization & demographics, Lagarde says bond purchases will last until at least March, a look ahead to banks' Q2 earnings, some sobering facts on SPACs, betting on crude oil, and have ETF fees bottomed?... Read More
Today's topics include down go interest rates, stocks react to drop in rates, interest rates & pandemics, timing the taper, the labor market mismatch, studying deficits, frackers take conservative approach, the rise of unicorns, and regulating crypto... Read More
Today's topics include central banks become market whales, fearing inflation, falling yields, discussing the labor market, OPEC to lift prices, back to borrowing, and on crypto scams... Read More
Today's topics include China's crackdown, seeking historical inflation parallels, setting realistic stock return expectations, OECD sees growing divide in workforce, doubting the recovery trade, gas prices expected to continue rising, central bankers remain skeptical on crypto, and CBDCs vs. private digital dollars... Read More
Today's topics include Pozsar warns on repo market, rising rents' effect on inflation, oil & inflation, volatility during the summer, leisure & hospitality jobs, stock vs. bond fund flows, and assessing risk in Defi... Read More
Today's topics include fixing the labor shortage with higher wages, making money market funds more resilient, beating a bubble, framing policy on prediction, halfway back to normal life, the global tax, gas prices still rising, and stablecoins' effect on credit markets... Read More
Today's topics include the Fed's attempt to control inflation expectations, Dudley on the taper, the Fed is financing your mortgage, housing market running hot, Robinhood pays record FINRA fine, ECB lifts bank restrictions, private equity investments breaking records, lending crypto, and consumer protections in crypto ... Read More
Today's topics include housing's record jump & inflation, economists' rate hike expectations, commodity traders cash in, El-Erian on the transitory debate, tourism's slump hits world GDP, inflation's effect on the correlation between stocks & bonds, gaps in U.S. vaccination rates, re-entering the office, and leveraging the blockchain for bond issuance... Read More
Today's topics include keeping an eye on the rental market, the reflation trade, CPI vs PCE, shale producers' slow rebuild, was 2020 worse than 2008?, bank dividends, Quarles cautions on CBDCs, and rising car prices... Read More