New Fed Q4 Z.1 Credit and flow data was out this week. For the first time since 2007, annual Total Non-Financial Debt (NFD) growth exceeded $2.0 TN – a bogey [...]
[Bloomberg] U.S. Stocks Rise With Treasuries Amid Jobs Data: Markets Wrap [Bloomberg] U.S. Jobs, Wages Show Solid Gains in Trump’s First Full Month [...]
[Bloomberg] Euro Rallies as Draghi Optimism Saps Bond Strength: Markets Wrap [Bloomberg] ECB Keeps Bond-Buying, Rates Unchanged Amid Inflation Flare-Up [...]
[Bloomberg] Treasuries On Worst Run Since ’12 as Dollar Jumps: Markets Wrap [Bloomberg] ADP Says Companies in U.S. Hired the Most in Almost Three Years [...]
[Bloomberg] U.S. Stocks Fluctuate With Dollar as Bonds Slip: Markets Wrap [Reuters] U.S. trade deficit jumps to five-year high on imports [Bloomberg] Fed Takes [...]
[Bloomberg] Stocks Rally Stalls; Euro Falls on French Politics: Markets Wrap [Bloomberg] French Bonds Decline as Juppe Stays Out of Presidential Race [...]
[Reuters] China cuts growth target as it pushes through reforms, builds ‘firewall’ against risks [Bloomberg] China Sets Growth Target of About 6.5% [...]
[Reuters] Trump administration to propose ‘dramatic reductions’ in foreign aid [Reuters] Deutsche Bank board to discuss capital hike on Sunday: [...]
How about a cursory look at recent economic data: February’s 57.7 ISM Manufacturing reading was the strongest since August 2014. New Orders at 65.1 matched [...]
[Bloomberg] Reflation Rally Retrenches Before Yellen Weighs In: Markets Wrap [CNBC] Commerce Secretary Wilbur Ross to CNBC: We’ll be [...]
[Reuters] Dollar rises, global stocks hold highs on March Fed rate hike bets [Bloomberg] Global Stock Rally Shifts to Asia After U.S. Highs: Markets Wrap [...]
[CNBC] Dow breaks above 21,000 as stocks hit all-time highs after Trump’s speech [Bloomberg] Focus Turns to Fed as Dollar Gains, Bonds Drop: Markets Wrap [...]
[Bloomberg] Dollar Falls, Stocks Fluctuate Amid Economic Data: Markets Wrap [Bloomberg] U.S. Growth Pace Unrevised as Consumption, Investment Diverge [...]
[Bloomberg] U.S. Stocks, Dollar Fluctuate Before Trump Speech: Markets Wrap [Reuters] Asia stocks erase losses but some investors await Trump talk [Bloomberg] [...]
[Bloomberg] Greece must not be granted a “bail in” that would involve creditors taking a loss on their loans [Reuters] China securities regulator [...]
