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Wednesday, September 6, 2023

[Yahoo/Bloomberg] Stocks Slide as European Stagflation Fears Mount: Markets Wrap [Yahoo/Bloomberg] Japan Ramps Up Verbal Defense as Yen Sets Fresh 10-Month Low [Yahoo/Bloomberg] Soaring US Dollar Raises Alarm as China, Japan Escalate FX Pushback [Yahoo/Bloomberg] Oil Edges Away From $90 After OPEC+ Leaders Extend Supply Cuts [CNBC] Fed’s Collins says policymakers can ‘proceed cautiously’ on […]

China Turns BRICS to CRIBS

China Redraws Map & Claims New/Old Territory Real Assets Will Outperform Financial Assets Student Debt Repayment: 43 Million People Will Pay Average $413 Per Month. Roughly 60% of Americans cannot afford a one-time out of pocket expense of 400 bucks or more. The Federal Reserve estimates that the number is 37%. I’ve seen samples of […]

Tuesday, September 5, 2023

[Yahoo/Bloomberg] Stocks Retreat, Dollar Rises as Risk-Off Deepens: Markets Wrap [Yahoo/Bloomberg] Dollar Soars to Five-Month High as US Economy Powers Ahead [Yahoo/Bloomberg] Oil Slips From Highest Since December Ahead of OPEC+ Supply Move [Reuters] US Senate races ahead of House on spending bills, aims to avoid gov’t shutdown [Reuters] Rising demand for Fed bank lending […]

Choices Determine Outcomes

This blog has spoken often of contrast in recent postings. It’s a crucial concept. Walking on the sidewalk is far safer than walking in the road. It’s better to drink water than gasoline, but it’s better to put gasoline in your car’s tank than water. And so it goes, almost ad infinitum. These are truisms, […]

Monday, September 4, 2023

[Yahoo/Bloomberg] Stocks Rise on Signs China Stimulus Taking Hold: Markets Wrap [Yahoo/Bloomberg] Property Stocks Lead China Rally as Stimulus Measures Lift Mood [Yahoo/Bloomberg] Oil Holds Near Highest Since November as OPEC+ Tightens Market [Reuters] Low US heating oil stockpiles could cause winter sticker shocks [Yahoo/Bloomberg] China’s Mortgage Relaxation Spurs Weekend Sales in Mega Cities [Reuters] […]

Sunday, September 3, 2023

[Reuters] Major Gulf bourses fall amid China gloom [Yahoo/Bloomberg] Higher-for-Longer Mantra Starts to Weigh on Emerging-Market Debt [Yahoo Finance] Fed in focus as earnings, economic calendars slow: What to know this week [Yahoo/Bloomberg] Regional Banks Ready a Wave of Bond Issuance: Credit Weekly [Yahoo Finance] Why wealthy customers are the ‘most worrisome’ for banks right […]

The Gift of Loved Ones – September 1, 2023

The Gift of Loved Ones This author is incredibly thankful for the opportunity to spend the current long weekend with loved ones. While markets are an absolute fascination and a dedicated passion, people are flat-out amazing! The chance to appreciate the extraordinary folks we’re all surrounded by is a gift. It’s a gift not to […]

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