Tag Archives: Morning

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Friday, December 17, 2021 As ever, we can’t forget about China The world’s largest economy — rife as it is with attendant crises, policy shifts and political intrigue — is a constant focus for investors. Therefore, it’s sometimes easy to lose sight of what’s happening in the second largest. The ongoing turmoil of Evergrande, which Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Wednesday, December 15, 2021 ‘Spider-Man’ and a high-class inflation problem Donning my Captain Obvious hat, I’ll connect a few dots that by now are fairly apparent: inflation remains implacable in the face of rising COVID-19 infections. That is likely to make the Federal Reserve announce that it’s slowing the spigot of monetary policy,… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Tuesday, December 14, 2021 With taper, rate hikes baked into 2022, the chickens may come home to roost in 2023 Buy the taper, sell the fact? Stocks, which mostly rallied as Federal Reserve officials dropped hints that crisis-era monetary accommodation is nearing an end, are clearly showing signs of wear. With the Omicron variant of COVID-19 becoming… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Monday, December 13, 2021 And the verdict is: Interest rate hikes from the Federal Reserve in 2022 are OK, says Mr. Market.  Dare I say this week’s Fed decision on Wednesday may be a non-event for the markets? (Our Fed correspondent Brian Cheung shudders at this mere suggestion.) How else should one assess the landscape going into the meeting —… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Thursday, December 10, 2021 ‘Learning to live’ with the virus has become a credo Last Sunday, after nearly suffering a heart-attack watching Pittsburgh play Baltimore in a classic Steelers-Ravens thriller, I attended my first concert of the pandemic era: Genesis, which played to a packed-to-the-rafters crowd at Madison Square Garden. Tomorrow… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Thursday, December 9, 2021 For now at least, ‘a good meeting of the minds’ The cryptocurrency industry’s major power players encountered skeptical yet noticeably polite questioning from Congress on Wednesday, where both sides laid bare their disagreements about how the emerging industry should be overseen by the federal government. Lawmakers and… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Wednesday, December 8, 2021 Blank-check companies have matured, but still look like the ‘Wild West’ It’s been a rough week for special purpose acquisition companies, the funding vehicles better known as a SPAC. Once upon a time referred to as “blank-check” companies, SPACs are firms that go public with the express purpose of raising capital to… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Monday, December 6, 2021 Most investors will enter this week confused after battling through another topsy-turvy trading week.  Bitcoin nosedived at its worst by 20% over the weekend (more on that below). Last week, the S&P 500 saw five straight losses of at least 1% at one point each day, according to Bloomberg data. Small-cap stocks as measured… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Friday, December 3, 2021 Like Freddie, Jason and John McClain, the U.S. debt fight just won’t die The Omicron variant and inflation worries are spooking markets. And as if investors aren’t preoccupied by enough, the nation’s leaders are bickering over debt and spending — well, and just about everything else, to be honest — in ways that could… Source link

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Thursday, December 2, 2021 ‘The economic impact of COVID seems to be diminishing’ The Omicron variant of COVID-19 made its first domestic appearance on Wednesday, with one recorded case, a person who had traveled to South Africa and mildly symptomatic, being found in California. The news was enough to send stocks into a tailspin — again —… Source link