[Reuters] Wall St Week Ahead Inflation data looms for markets as stocks hover near records [Yahoo/Bloomberg] Volatility Risks Rise in Japan Markets With Ishiba [...]
[Yahoo/Bloomberg] Trump says Hassett, Warsh and Waller are finalists for Fed chair [Reuters] US bond market may be too sanguine about underlying fiscal, [...]
The Countdown to Cuts In August, HAI favorite commodity research firm Goehring & Rozencwajg (G&R) wrote—seemingly prophetically—of a new [...]
An apt Friday evening headline from “The Times” (UK): “After a Very Brief Selling Frenzy, Bonds Are Back in Fashion.” What a difference a few trading [...]
[CNBC] Stocks gain on hope tepid jobs data will trigger Fed rate cut: Live updates [CNBC] Payrolls rose 22,000 in August, less than expected in further sign of [...]
[CNBC] S&P 500 little changed after weak ADP hiring data ahead of Friday’s jobs report: Live updates [Yahoo/Bloomberg] Rising Treasury Volatility Is [...]
[CNBC] S&P 500 rises after Google avoids harsh antitrust penalty: Live updates [Yahoo/Bloomberg] Gold Extends Gains to Fresh Record on Rate-Cut Bets, Debt [...]
[Yahoo/Bloomberg] Gold Punches Through $3,500 to Hit Record High on Rate-Cut Bets [CNBC] Stock futures fall to start September amid new tariff uncertainty, [...]
[Yahoo/WSJ] Gold Futures Rise to Record High on Fed Concerns, Rate-Cut Expectations [Reuters] Europe stocks steady, bonds struggle ahead of crucial US data [...]
[Yahoo/Bloomberg] Tame US Job Growth Expected in Approach to Fed Meeting [Yahoo Finance] Trump’s trade war just got more chaotic than ever [...]
[AP] What happens to Trump’s tariffs now that a federal appeals court has knocked them down? [BBC] What happens next after Trump tariffs ruled illegal? [...]
Be Right and Sit Tight For the long weekend, this author is on the road for a late summer vacation with the family. HAI will consequently offer just a few very [...]
France’s 10-year “OAT” yields jumped nine bps this week to 3.51%. Thirty-year French yields surged 12 bps to 4.42%, trading within four bps of the spike [...]
[CNBC] S&P 500 retreats from record as traders assess new inflation data into long weekend: Live updates [CNBC] Core inflation rate rose to 2.9% in July, [...]
[CNBC] S&P 500 rises as Nvidia shares pare premarket losses: Live updates [Yahoo/Bloomberg] Oil Drops as US Berates India and Surplus Concerns Flare Again [...]
