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Saturday, August 6, 2022

Saturday's News Links

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[Reuters] Taiwan says Chinese warplanes and ships conduct attack simulation exercise [Reuters] Blinken chides China's 'irresponsible...
Friday, August 5, 2022

Weekly Commentary: Indefensible Neutral Rate Doctrine

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Bloomberg’s David Westin (Wall Street Week, July 29, 2022): “ What do you economists do when you put together these neutral rates? ” Larry S...

Friday Afternoon Links

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[CNBC] Dow rebounds to flat as Wall Street weighs strong jobs report, more Fed action [CNBC] U.S. 10-year Treasury yield jumps after jobs gr...
Thursday, August 4, 2022

Friday's News Links

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[Yahoo/Bloomberg] Stocks Slide as Jobs Fuel Rate-Hike Bets: Markets Wrap [Reuters] Oil Suffers Deep Weekly Loss as Concerns Over Demand Inte...

Thursday Afternoon Links

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[Reuters] S&P 500 flat as Apple, energy shares weigh [Dow Jones] Gold futures score highest finish in a month, top $1,800 as investors f...
Wednesday, August 3, 2022

Thursday's News Links

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[Yahoo/Bloomberg] Bonds Rally on Economic Fear; Tech Stocks Gain: Markets Wrap [Yahoo/Bloomberg] Gold Climbs as US-China Geopolitical Risks ...

Wednesday Evening Links

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[Yahoo/Bloomberg] Stocks Snap Two-Day Drop; Treasuries Trim Losses: Markets Wrap [Yahoo/Bloomberg] Oil Plunges to Lowest Since February as U...

Wednesday Afternoon Links

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[Reuters] Wall Street rises on tech, earnings boost as recession fears ease  [Reuters] Pelosi lauds Taiwan, says China's fury cannot sto...
Tuesday, August 2, 2022

Wednesday's News Links

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[Yahoo/Bloomberg] Stocks Rise After Pelosi Wraps Up Taiwan Visit: Markets Wrap [Yahoo/Bloomberg] Oil Turns Higher as OPEC+ Agrees to Miniscu...

Tuesday Evening Links

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[Yahoo/Bloomberg] Fed Views Boost Yields, Dollar as Haven Bid Ebbs: Markets Wrap [CNBC] Dow futures gain slightly after the three major aver...

Tuesday Afternoon Links

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[Reuters] Wall Street drops on rising U.S.-China tensions over Taiwan [Reuters] Pelosi arrives in Taiwan, voicing U.S. 'solidarity' ...
Monday, August 1, 2022

Tuesday's News Links

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[Yahoo/Bloomberg] Stocks Drop Over China Tension, Hawkish Fedspeak: Markets Wrap [Reuters] Stocks and bond yields slip on U.S.-China tension...

Monday Evening Links

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[CNBC] Stock futures are flat after first trading day in August [Politico] Pelosi Taiwan trip overrides Chinese military threats [Reuters] U...

Monday Afternoon Links

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[Reuters] Dow, S&P 500 edge lower in choppy trading; Tesla lifts Nasdaq [Yahoo/Bloomberg] Treasuries Rally as Traders Digest Fedspeak, D...
Sunday, July 31, 2022

Monday's News Links

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[Yahoo/Bloomberg] US Equity Futures Retreat Amid Hawkish Fed Talk: Markets Wrap [Yahoo/Bloomberg] Oil Declines as China Slowdown Spurs Conce...

Weekly Commentary: Just the Facts - July 29, 2022

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For the Week: The S&P500 rallied 4.3% (down 13.3% y-t-d), and the Dow rose 3.0% (down 9.6%). The Utilities surged 6.4% (up 2.4%). The ...