Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include diverging views at the Fed, Grantham warns on risk assets, hedge funds go back to the drawing board on meme stocks, stress test results, smart beta for bonds, watch out for 'shrinkflation', gasoline shortages, more on SPAC risks, defi since the crypto peak, and plenty of regulatory questions remain on CBDCs & stablecoins... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include talkin' DeFi, something to watch in the repo market, the market's reaction to potential tapering, the Fed's catch-22, declining liquidity leads to more volatility, zombie companies, inflationary pressures, which major central bank will taper first?, the BIS takes aim at stablecoins again, declining birth rates, and the changing nature of how we travel... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include all eyes on the Fed this week, EU bonds, the corporate debt boom, Paul Tudor Jones weighs in on the transitory debate, fund managers on the transitory train, money continues to flood the Fed's repo facility, lumber prices coming back to earth, capital expenditures, declining bankruptcies, and hedge funds' crypto exposure... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include keeping an eye on unemployment, where are the bond vigilantes?, learning from past inflationary episodes, crypto regulation, Tether's footprint, a productivity boom, equity populism, could the fed taper MBS before treasuries?, tech stocks take a bite out of indices, on gold, cracks in the housing market, global wealth hit record in 2020, and the Fed buys bitcoin bonds... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include in Yellen's defense on inflation, Warsh warns on Fed's average inflation targeting, are Treasuries' inflation signals distorted?, commodities' supply & demand, retail trained to buy the dip, private equity loves low rates, tax rates of the rich & famous, more on active managers' good month, the Colonial hackers & a transparent blockchain, and stablecoins being scrutinized... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include what's moving the inflation needle?, Dudley chimes in on the transitory debate, stocks rising alongside higher earnings expectations, buckle up for tomorrow's payrolls number, the Fed's secondary market corporate credit facility, DeFi's growth, meme stocks, the global housing market, soaring food prices, and shipping rates are out of control... Read More