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[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 […]
[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 […]
[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 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 […]
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 […]
[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 […]
Precious metals start their climb again as gold reaches back up above $4,200 and silver surges up 10.5% to just over $58. Following the pre-holiday spike, the S&P remains relatively flat. Meanwhile, volatility in the crypto markets appears to be pushing sentiment back towards precious metals. Between the chaotic crypto markets and ongoing global demand […]
[CNBC] Stocks are little changed as rate cut bets strengthen: Live updates [CNBC] Treasury yields rise slightly even as traders continue to bet on a December rate cut [Reuters] US weekly jobless claims drop to lowest level in more than three years [Yahoo Finance] Companies announced more than 71,000 layoffs last month in worst November […]
