For the Week: The S&P500 gained 2.3% (up 15.9% y-t-d), and the Dow rose 2.0% (up 3.8%). The Utilities increased 0.5% (down 8.1%). The Banks rallied 3.4% [...]
[Yahoo/Bloomberg] Bonds Extend Losses With Inflation Data in Focus: Markets Wrap [Yahoo/Bloomberg] China’s PBOC Sticks With Yuan Support as Currency Losses [...]
[Yahoo/Bloomberg] Stocks Gain as Upbeat Earnings Offset Policy Hawks: Markets Wrap [CNBC] Treasury yields climb as investors digest Fed Chair Powell’s [...]
[Yahoo/Bloomberg] Chips Drag Down US Stocks; Stoxx 600 Gains: Markets Wrap [Yahoo/Bloomberg] China Sidesteps Yuan Support After Currency Pulls Back From Lows [...]
[Yahoo/Bloomberg] Stocks Struggle to Shake Off Worries Over Rates: Markets Wrap [Reuters] China starts to slow yuan’s one-way slide [Yahoo/Bloomberg] Oil [...]
[Yahoo/Bloomberg] Bonds Rally as Economic Threat Hits Risk Appetite: Markets Wrap [Yahoo/Bloomberg] Gloom Grips China Markets Again as Stimulus Trade Fizzles [...]
[Reuters] Rebel Russian mercenaries return to base under deal ending advance on Moscow [Yahoo/Bloomberg] On Deck for Fed, ECB — Another Dose of Inflation [...]
Higher For Longer—Into The Teeth of Trouble This week, HAI is necessarily brief. The author is currently flying high over the beloved United States. As a [...]
[CNN] Live Updates: Putin accuses Wagner chief of stoking ‘armed rebellion’ [Reuters] Rebel Russian mercenaries barrel towards Moscow [...]
For the most part, things seem to look and feel as they did during the old cycle. Loose financial conditions persist, and securities markets remain energized. [...]
[Reuters] Rate worries, stalling economies cast pall over stock markets [Yahoo/Bloomberg] Bonds Surge as Activity Data Raises Recession Fear: Markets Wrap [...]
[Yahoo/Bloomberg] Stocks Slump as Hawkish Central Banks Sap Spirits: Markets Wrap [Reuters] Shares ease, dollar steady in central-bank heavy day [Reuters] Oil [...]
[Yahoo/Bloomberg] Stocks Struggle Before Powell; UK Rate Bets Rise: Markets Wrap [Reuters] Stocks and bonds reflect fears of Powell embracing his inner hawk [...]
[Yahoo/Bloomberg] Stocks Slip as Investors Face Gut Check on Rally: Markets Wrap [Yahoo/Bloomberg] Treasury Yields Rise as Global Bond Slide Extends Before [...]
[Reuters] Stocks rally stalls, eyes on Powell testimony for US rate clues [Yahoo/Bloomberg] Global Stocks Slip After Wall Street Rally Fizzles: Markets Wrap [...]
