Tag Archives: Financial News

Financial News

Quick Comments/What We’re Reading

Today's topics include the S&P 500 enters correction territory, should you save? borrow? Neither are looking too good, an eye on retail traders during the selloff, deciphering market volatility, how much economic growth has just been a growing government?, the Fed's rock & hard place problem gets tighter, looking at crude's longest losing streak since 2015, more thoughts on tariffs, the gold bug continues on, and dollar declines on fiscal policy... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include short-term volatility, how is the U.S. consumer looking?, searching markets for recession signals, El-Erian opines on market shift, corporate spreads to widen from historically tight levels, job openings increased but the labor market is strong, how much can we talk about uncertainty?, what is working & not working in the market selloff?, higher rates in Japan, and bleak air travel demand... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include the Atlanta Fed comments on GDPNow's plummet, the administration continues to signal it is ok with short-term pain, where is neutral?, El-Erian calls for fed to review 2% inflation target, opposing inflation expectations, clearing the path for German spending, the wealth effect & consumer spending, dividend stocks, and Wall Street forecasts are a lagging indicator... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include the rich are still spending, more on the Mar-a-Lago accord, some context on federal job cuts, Goolsbee explains away inflation expectations, empires fall when debt servicing costs grow unwieldy, U.S. stocks vs the rest of the world's stocks, what happens if/when Russian sanctions are lifted?, and Nvidia reports earnings after Wednesday's close... Read More

Financial News

Quick Comments/What We’re Reading

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

Financial News

Quick Comments/What We’re Reading

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