Bonds Blogs and Articles
Bonds Blogs and Articles
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The President is expected to announce his Fed Chairman pick this week, with former governor Kevin Warsh emerging as the leading contender. Warsh, a noted hawk, aligns his policy outlook with Treasury Secretary Bessent. He is best known for a long‑term campaign to shrink the Fed’s balance sheet and now argues for additional rate cuts, citing an anticipated AI‑driven productivity boom. The nomination could steer monetary policy toward a blend of tightening and targeted stimulus.
Seeking Alpha’s weekly indicators for Jan 12‑16 highlight a normalizing yield curve and mortgage rates at three‑year lows, which are reviving the housing market. At the same time, gasoline prices have slipped to their lowest level in almost five years, creating...
Industrial production reached a new post‑pandemic high in December, climbing 0.4% after revisions added another 0.2% to prior months. The modest 0.2% rise in manufacturing was dwarfed by a 2.6% jump in utility output, which also posted a 2.3% year‑over‑year...
The episode breaks down Block, Inc.'s latest credit outlook, highlighting a dramatic shift from a shaky to a durable balance sheet and a clear path to achieving the Rule of 40 by 2026. Q3 2025 results show 18% YoY gross...
The U.S. dollar is in a consolidating phase, hovering around JPY158.6 after a brief push toward JPY159.5, as Japanese authorities intensify verbal warnings of possible market intervention. In North America, traders await U.S. PPI, retail sales data and comments from...
The episode dissects Molson Coors' looming $2.4 billion refinancing challenge amid a sharp operational downturn, highlighted by an 11.9% drop in pretax income, a $3.6 billion goodwill impairment, and rising net leverage to 2.28x. Volume shrinkage—especially in the economy and flavored‑alcohol segments—combined...
The administration is signaling a willingness to enlist government‑sponsored enterprises (GSEs) such as Fannie Mae and Freddie Mac in its effort to push mortgage rates lower. After the 2008 crisis, the GSEs’ mortgage holdings shrank dramatically, but policymakers see an...
