Tag Archives: Financial News

May 12, 2025
May 9, 2025
May 8, 2025
May 7, 2025
Financial News

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Today's topics include plotting the future of the U.S. economy, looking past today's FOMC decision, no word on X-date from Bessent yet, eyes on shipping data, a strong 10-year auction, China trade talks, March trade deficit widened to record, the end of the old economic order, an update on the resiliency of retail investors, trade uncertainty makes buybacks cool again, and who should own the future of AI?... Read More

May 6, 2025
May 5, 2025
May 2, 2025
May 1, 2025
April 30, 2025
April 29, 2025
April 28, 2025
April 25, 2025
Financial News

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 |  Featured, Newsclips

Today's topics include looking for rate cuts, South Korea seems to land first trade 'understanding' with U.S., bond vigilantes absorb influence again, hedge fund leverage & the Treasury market, wages & inflation, CEOs' ditch outlooks & signal worry, raise your hand if you want to replace Powell now, China saving face while prepping major stimulus plans, a history of U.S. tariff policy, and Trump's second first 100 days... Read More

April 24, 2025
April 23, 2025
April 22, 2025
April 21, 2025
April 17, 2025
Financial News

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 |  Featured, Newsclips

Today's topics include what's going on with yields?, Japan trade deal could be the first domino, when will tariffs begin to hurt the economy?, Powell's rock & hard place scenario getting tighter, Fedspeak, Fed independence, hard data vs. soft data, the low volatility period has ended, an isolation strategy, deciphering what foreigners are doing in the treasury market, and investment grade issuance has been slow in 2025... Read More

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

Quick Comments/What We’re Reading
 |  Newsclips

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