Tag Archives: Financial News

April 16, 2025
Financial News

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Today's topics include retail traders continue buying the dip, Japan is first in line, drawing comparisons between Liberation Day & the 1971 end of Bretton Woods, foreign currency performance versus the dollar, developing a plan to hike taxes for $1m+ earners, China's Q1 growth strong given stimulus, Is the end goal turning all eyes to China?, where is the Fed's "sacrifice ratio?", and war on rare earths... Read More

April 15, 2025
Financial News

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Today's topics include the Fed's measure of inflation expectations ticks higher, peak stock market bearishness in the latest BofA survey, all this uncertainty pushes term premium to highest since 2014, gold inventories' effect on GDPnow, the SF Fed has an eye on the labor market, Bessent teases increased buybacks for off-the-run securities, how do stocks respond to a death cross?, and zero-day options & intraday volatility... Read More

April 14, 2025
April 11, 2025
April 10, 2025
Financial News

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Today's topics include what is the tariff rate after yesterday's pause?, what about American services?, will the rally continue?, the bond market remains the most important decider of policy, discussing yesterday's massive bounce, updating chances of a recession, Fedspeak, the United States vs. China, ...vs. the European Union, and tariffs are a reminder of Brexit ... Read More

April 9, 2025
April 8, 2025
Financial News

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Today's topics include tariffs' binary outcome laid bare yesterday, is China selling treasuries?, Ray Dalio on the new world order, a volatile day for yields brings record TLT volume, catching a falling knife, no Fed put this time around?, the 60/40 portfolio, an eye on potential funding strains, and bunds as an alternative to U.S. treasuries... Read More

April 7, 2025
Financial News

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Today's topics include charting the market carnage, recession odds ticking higher, checking in on the odds of rate cuts, the Fed's transitory base case begins to fade away, the Fed vs. the White House, Friday's downside gap puts stocks in bad company, fear & uncertainty is the new norm, how much do tariffs add to inflation?, and dollar demand as a sign of financial stress in markets... Read More

April 4, 2025
Financial News

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Today's topics include a tough market environment, what do Bloomberg economists think?, where is the bottom?, U.S. dollar rout extends, updating recession odds, tech darlings to total disaster on massive volume, how many cuts in 2025?, buy the dip?, El-Erian lays out two potential outcomes, Fedspeak, understanding pre-tariff trade imbalances, are there any 'puts' left?, and retail traders see 'buy-the-dip' moment... Read More

April 3, 2025
April 2, 2025
April 1, 2025
March 31, 2025
Financial News

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Today's topics include soft vs. hard economic data, today's tariff headlines, more stories on American exceptionalism, stocks remain uncorrelated, goods inflation creeping higher again, the housing market, the odds of recession continue to inch higher, tax season's effect on the debt ceiling x-date, an eye on FX liquidity, and gold keeping pace with stocks over last decade... Read More

March 28, 2025
March 27, 2025
Financial News

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Today's topics include have we already seen the last Fed rate cut?, the Atlanta Fed updates its gold-adjusted GDPNow, today's tariff headlines, demand for U.S. Treasury securities, pushing back on the end of U.S. exceptionalism, how to tackle the risk posed by a growing basis trade, hard vs. soft economic data, what to expect after a correction, and too much passive investing hurts price discovery.... Read More

March 26, 2025
Financial News

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Today's topics include talkin' uncertainty & volatility, today's tariff headlines, what non-tariff economic leverage might trump use?, x-date will come into better focus after April 15 taxes are due, how much control does the Treasury actually have over rates?, trading liquidity deteriorates, Fed communication is a political Rorschach test, Fedspeak, and Moody's warns on U.S. finances... Read More

March 25, 2025
March 24, 2025
March 21, 2025
March 20, 2025