The one thing that is concerning is that yields are justified if the economy isn’t that strong!
Besides Nvidia's earnings on Wednesday, inflation takes center stage with US core PCE, German, French and Italian flash CPI, as well as Tokyo CPI all out on Friday with Spain's equivalent coming out on Thursday.
Is This the Anti-Terrorism Stock of the Decade?
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This was truly an election with consequences...
Three years ago today, Russia invaded Ukraine. As we now stagger towards a possible negotiated end to the conflict --or at least a pause to rearm-- the world around us is vastly changed even if some politicians and
Congestion pricing is actually rooted in an issue which Governor Hochul tends to gloss over: Carbon taxation...
US yields are biased lower in the coming months as the economy adjusts from pro-growth Trump euphoria to the reality of a new administration that appears to be intent on making significant reductions to government spending.
Moscow blames French leaders' constant anti-Russia rhetoric...
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"Thank You, Tim Cook & Apple."
Markets misbehave, sometimes when we least expect it. How badly they misbehave depends on the soundness of the hull and the level of self-reinforcing hubris...
"Starting this week, those who still fail..."
"We’ve seen a lot of inflation fears, but now markets are shifting focus back to the potential growth effects"
"Criminal organizations that specialize in stealing from trains, which consist primarily of Mexican citizens..."
Mayor Muriel Bowser instead wants the District of Columbia to become the 51st state...
CCTV quoted Xi as saying that China and Russia share a "unique strategic value" that is "not aimed at any third party..."
But the outlook isn’t all bad, as the real estate churn may open up 140 million square feet of retail space in a market where high quality storefronts are in short supply, a JLL report says.
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