Tag Archives: Financial News

February 19, 2025
February 18, 2025
Financial News

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Today's topics include more on inflation seasonality, inflation expectations, finally something other than wait-and-see from a Fed official, risk-on, risk-off, an alternate take on the CAPE ratio, stock market dispersion, the Dow vs. S&P 500, the state of the housing market amidst high mortgage rates, and hedge funds find loophole in European corporate bonds... Read More

February 14, 2025
Financial News

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Today's topics include Jim discusses Mar-a-Lago accord, how can Bessent lower 10-year yields?, another change from pandemic times is sticking, mortgage rates take a slight dip, end of unicorn bubble, auto insurance rates, when does optimism turn into a stronger economy?, China's foreign investment outflow, a quick take on defense spending, and global energy usage.... Read More

February 13, 2025
February 12, 2025
Financial News

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Today's topics include Powell reiterates no rush on lowering rates further, two conflicting views on inflation, an uncertain society but calm market, a shift in what is driving equity markets, Japanese borrowing costs, earnings beats continue to roll in, risk on market, draining reverse repo, China's property crisis is getting worse, creating a bipolar world, traders eye Wednesday rallies, and are stablecoins the future?... Read More

February 11, 2025
February 10, 2025
February 7, 2025
February 6, 2025
Financial News

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Today's topics include previewing tomorrow's payrolls report, Bessent focusing on 10-year yields rather than funds rate, Fed's reverse repo facility continues to shrink, Fedspeak, the Fed announces its bank stress test scenarios for 2025, the retail crowd flexing its muscles, Europe replenishes natural gas stockpiles, quantifying market concerns in 2025, and gauging the BoJ's rate path... Read More

February 5, 2025
February 4, 2025
February 3, 2025
January 31, 2025
January 30, 2025
January 29, 2025
January 28, 2025
January 27, 2025
Financial News

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Today's topics include is DeepSeek a black swan event for AI?, equity risk premium turns negative for first time since 2002, greater volatility & the case for active management, the treasury general account, quantifying the effect of immigration/deportations, carry trades become less attractive, turning the 60/40 portfolio upside down, and deglobalization... Read More

January 24, 2025
January 23, 2025
Financial News

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Today's topics include let's not forget about inflation, what's next for the Fed?, trials & tribulations of a value investor, is this a bubble? would you even know?, Germany's high energy costs hurt growth, leading indicators are meant to indicate something...anything!, dissecting the U.S. tax system, how financially healthy are U.S. households?, Japanese banks see light at the end of the tunnel, Chinese equities see diminishing returns with economic doubts weighing, and a resurgence of IPOs?... Read More

January 22, 2025