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Tuesday recap
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Daily
Every morning
Weekly
Tuesday recap
Fed SEP shows a lot of optimism with GDP growth picking up, the unemployment rate coming down and inflation easing.
War continues. I am watching the cross asset class correlations. So far, bond yields and oil have moved together on inflation concerns. But eventually high oil prices are negative for growth. When bond yields fall as oil prices rise it’s...
Ten-year treasury yields are back above 4%. Very short-lived reaction to the conflict in Middle East. https://t.co/CSDtKBWAFO
Friday: Equity futures lower again, treasury yields down by 2-3 bps with ten-year yield dipping below 4%. Dollar softer. PPI due out today.
In this week's #OnInvesting, @LizAnnSonders and I talk about Fed minutes, mixed signals on inflation & unemployment, and weakness in the survey data. Liz Ann & @KevRGordon discuss the latest GDP report and the impact of tariffs, AI-driven investment and...
Thursday: Equity futures lower, treasury yields edge higher by 1-2 bps and dollar steady. Jobless claims in focus today.
FOMC minutes suggest that the hawks pushed back. "Several would support two-sided language" about policy direction and "several" noted that if inflation remains high, rate hikes might be necessary.
Soft retail sales, ECI flat for quarter and ADP jobs figures on the low end of expectations. Good data for the bond market, but that 15% GDP growth rate looks out of reach.
Tuesday: Equity futures slightly higher, dollar weaker and treasury yields nearly unchanged. Retail sales, Employment Cost Index and Import prices out today.
