Tag Archives: Financial News

June 6, 2025
Financial News

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Today's topics include tariff price impacts, how can we get lower rates?, markets will be the ultimate determinant of how much debt is too much, how far can equities go?, thoughts on the deficit, dollar bearishness, Japan & U.S. restart trade talks, Fedspeak, ECB reaching the end of its cutting cycle, alternative benchmarking & performance, and stablecoin risk & regulation... Read More

June 5, 2025
June 4, 2025
June 3, 2025
Financial News

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Today's topics include The OECD's economic outlook, unanchored inflation expectations, what's next for the big beautiful bill?, trading tariff volatility, Larry Fink on globalization, Japan's 10-year auction sees solid demand, the retail crowd loves 0DTE options, what would the U.S. give up if it lost reserve currency status?, and Fannie/Freddie.... Read More

June 2, 2025
Financial News

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Today's topics include the economy & tariffs, thoughts on the dollar, buyers strike for 30-year Treasuries?, quant driven strategies continue to grow, characterizing the 2025 equity market, El-Erian on the fed's difficult position, summer vacation travel, eyes on more JGB auctions this week, Warsh criticizes the Fed for not doing more on debt, and concentration risk in private credit... Read More

May 30, 2025
Financial News

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Today's topics include U.S.-China shipments are still flowing, how are tariff-impacted stocks trading?, Fedspeak, 'Sell in May & go away' backfires in 2025, more on tariff court ruling, the state of the labor market, the state of the housing market, American military might versus China's booming capacity, the future of Fannie & Freddie, what is Section 899 in the 'big beautiful bill?', and quantifying EU-US business relationships... Read More

May 29, 2025
May 28, 2025
May 27, 2025
May 23, 2025
Financial News

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Today's topics include the latest tariff headlines, an eye on the debt ceiling proceedings, Waller gets specific on tariffs & rate cuts, Collins less sure about rate cuts, don't expect a return to QE as yields rise, sentiment swings from one extreme to the other, the stock market shrugs off tariff concerns, the yen carry trade is becoming less enticing, potential fallout from the U.S. downgrade, and critiquing the trade policy uncertainty index... Read More

May 22, 2025
May 21, 2025
May 20, 2025
Financial News

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Today's topics include signs of tariff-driven inflation?, Fedspeak & rate cut outlook, where do valuations stand?, how to think about the 'big beautiful bill', more on the U.S. fiscal situation, 'Good volatility' generates returns for traders, past & future perspective on cargo shipments, retail investors won't give up, weak auction in Japan, and the size of the shadow loan market should be watched closely... Read More

May 19, 2025
May 16, 2025
May 15, 2025
May 14, 2025
Financial News

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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

May 13, 2025
May 12, 2025
May 9, 2025