SOME RECENT BLOOMBERG HEADLINES/COMMENTS
Are the markets coming to realization of the President’s agenda? Recent comments and headlines on Bloomberg read:...
Are the markets coming to realization of the President’s agenda? Recent comments and headlines on Bloomberg read:...
The outcome of the Fed meeting was largely as expected. The Committee strengthened their assessment of the economy and signaled that risks have diminished while leaving the key interest rate near zero and ...
Earlier last week I referenced IRS data stating that 65% of people earning over $500,000 were self-identified as Democrats. Since Thursday’s proposal of increasing the capital gains tax to over 43%, I have observed a...
Equities led by companies that stand to benefit the most from an economic revival rebounded. Similar to the prior two days, there was no specific catalyst....
Last week I commented about a possible short cover rally in the Treasury market, perhaps a reason why yields dropped about 10 basis points in quick order. JP Morgan wrote yesterday that ...
Led by technologies, equities declined. There was no major catalyst other than the generic concerns…earnings, valuations, COVID, inflation fears. Similar to the two week advance in Treasuries, an advance which ...
Earnings season accelerates this week. Last week’s results were primarily concentrated in the mega sized financials. Profits exceeded expectations and perhaps of great significance is the...
A midafternoon sell program perhaps tied to the Beige Book which indicated potential margin compression sent the NASDAQ down about 1.0%. Oil advanced about 5% on ...
There was little reaction to the nominally higher than expected reading for March’s CPI. Consumer prices climbed the most since 2012. The FRB Chair has emphatically stated such increases are ...
The question of whether inflation presents a credible threat to the comfortable status quo will be confronted on three different sectors in the coming days. First and most obvious is ...