Gene Editing Could Deliver One‑Shot Heart Disease Cure
Gene editing may mean a one-time treatment for heart disease will be available soon. Seems more important than a lot of other news but not getting a lot of attention.
When Life Insurance Expires: Payout vs Conversion Dilemma
Here’s a problem I never anticipated: My mother Has outlived her life insurance policy🤣 take the payout and pay taxes or convert?
Robust Jobs Gains Push Unemployment to 4.3%, Yields Rise
Good jobs report with 178k job growth and the unemployment rate edging down to 4.3%. The revisions were small at 7K. Bond yields rise. (Note this report was pre-war.)
Fed Sees Optimism: Growth up, Jobs Down, Inflation Easing
Fed SEP shows a lot of optimism with GDP growth picking up, the unemployment rate coming down and inflation easing.
Yield-Oil Divergence Signals Market Concern Shift
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 Yields Rise Above 4% Amid Brief Conflict Reaction
Ten-year treasury yields are back above 4%. Very short-lived reaction to the conflict in Middle East. https://t.co/CSDtKBWAFO
Equities Slip, Yields Dip Below 4%, Dollar Softens
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.
Fed Minutes Reveal Mixed Inflation, AI Boosts Productivity
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...
Equity Futures Slip, Yields Rise Slightly Ahead of Jobless Claims
Thursday: Equity futures lower, treasury yields edge higher by 1-2 bps and dollar steady. Jobless claims in focus today.
Hawks Push Back, Hint at Two‑Sided Policy Language
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.
Weak Data Fuels Bonds, 15% Growth Now Unrealistic
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.
Equities Edge up as Dollar Slips, Data Awaits
Tuesday: Equity futures slightly higher, dollar weaker and treasury yields nearly unchanged. Retail sales, Employment Cost Index and Import prices out today.