Transitory Goldilocks The National Bureau of Economic Research (NBER) is the research organization known for marking the official start and end dates for U.S. [...]

[Yahoo/Bloomberg] War, Debt Distress, Inflation: G-20 Finance Chiefs Spar in India [Yahoo Finance] Bank results flash warning signs for Wall Street [...]

I might have titled this week’s CBB “Wednesday.” But even I will (on occasion) draw a line on quirkiness. Wednesday was another extraordinary market [...]

[Yahoo/Bloomberg] Wall Street Caps a Week of ‘Everything Rally’: Markets Wrap [Reuters] Dollar at 15-month low as easing inflation firms rate peak bets [...]

[Yahoo/Bloomberg] Stocks Extend Rally as Risk-On Mood Sinks Dollar: Markets Wrap [Reuters] Gold hits 4-week peak as Fed seen nearing end of rate hikes [...]

[Yahoo/Bloomberg] Dollar Drops, Stocks Gain After US Inflation Data: Markets Wrap [CNBC] 2-year Treasury yield tumbles after June CPI is less than expected [...]

[Yahoo/Bloomberg] China Stimulus Lifts Stocks Despite Rates Warnings: Markets Wrap [Yahoo/Bloomberg] Oil Steadies as China Takes Steps to Revive Ailing Economy [...]

[Yahoo/Bloomberg] US Stocks Waver on China Data, Recession Concern: Markets Wrap [Reuters] Oil eases on China, U.S. data, but OPEC+ cuts limit fall [Reuters] [...]

[Reuters] Yellen sees ‘progress’ in rocky U.S.-China ties, expects more communication [Yahoo/Bloomberg] Bruised Bond Investors Face Long Road [...]

Quality & Scarcity: Keys for Higher Gold During the brief, holiday-shortened week on Wall Street, economic data again came in stronger than expected and [...]

[AP] US Treasury chief Yellen appeals to China for cooperation on climate and other global challenges [Yahoo/Bloomberg] Summers Warns on Inflation Complacency, [...]

Wednesday, July 5, 2023: ISI’s Ed Hyman speaking on Bloomberg Television: “Inflation is coming down around the world. They just reported this morning the [...]