Tuesday, December 9, 2025
[CNBC] Stocks are little changed as Trump approves Nvidia chips sales to China: Live updates [Yahoo/Bloomberg] Oil Holds Biggest Decline in Three Weeks With Glut in Focus [AP] Federal Reserve set to cut rate but may signal a pause to come [Yahoo/Reuters] Hedge funds and state-backed investors bet on volatility in 2026 [Reuters] Morning Bid: […]
Up or Down? Which Way Will Prices Go?
David McAlvany has occasionally quoted former Secretary of the Treasury William E. Simon, who noted that, “I continue to believe that the American people have a love-hate relationship with inflation. They hate inflation but love everything that causes it.” This truism is at the heart of America’s current economic dilemma. Trump, of course, inherited a […]
Monday, December 8, 2025
[CNBC] Stocks are little changed after Wall Street notches back-to-back winning weeks: Live updates [Yahoo/Bloomberg] Powell’s Vote-Gathering Challenge Shows Test for Next Fed Chair [Axios] Yes, AI is in a bubble. No, it’s not just hype. [Axios] Where homes are losing value most [Yahoo/Reuters] German corporate bankruptcies to surge to a decade high in 2025 […]
Sunday, December 7, 2025
[Yahoo/Bloomberg] Powell on track for Fed rate cut despite some dissent [Reuters] Wall St Week Ahead: Fed’s internal split puts spotlight on Powell’s rate guidance, dissents [Yahoo Finance] Crucial Fed decision looms as stocks fly high near records: What to watch this week [Axios] It’s a winner-take-most economy [Yahoo/Bloomberg] What Bubble? Asset Managers in Risk-On […]
Saturday, December 6, 2025
[Reuters] Wall St Week Ahead: Fed’s internal split puts spotlight on Powell’s rate guidance, dissents [Yahoo/Bloomberg] US Treasuries Wrap Up Worst Week Since April Amid Fed Doubts [Yahoo/Bloomberg] US Bank Regulators Ease Post-Crisis Curbs on Leveraged Loans [Yahoo/Telegraph] Britain’s bond vigilantes target Trump’s America [Yahoo Finance] More housing markets are shifting toward buyers. It’s not […]
Sand in the Hourglass – December 5, 2025
Sand in the Hourglass – December 5, 2025 In markets and the economy, the marquee title fight is always between inflation and deflation. Right now, we’ve got powerful fighters on both sides looking to face off. Essentially, we’ve got 6-foot 5-inch 300-pound heavyweights in each corner set to duke it out over the next several […]
December 5, 2025: $12 TN and Counting
Money Market Fund Assets (MMFA) surged $132 billion last week to a record $7.654 TN – the largest increase since the week ended April 1, 2020 (massive covid-related QE). This week saw emerging market (EM) CDS drop five to 130 bps, the low since Q1 2018. What’s the source of all this liquidity fueling loose […]
Friday, December 5, 2025
[CNBC] Stocks are little changed ahead of key inflation data: Live updates [Yahoo/Bloomberg] US Bonds Head for Worst Week in Six Months Before Inflation Data [Yahoo/Bloomberg] Even If Fed Cuts Rates Again, US Economy May Not Get Much of a Boost [Yahoo/Bloomberg] Economists See Two Fed Rate Cuts in 2026 Following December Move [Politico] Trump […]
