Tag Archives: Morning

The good, bad and the ugly of a stronger dollar: Morning Brief

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, November 12, 2021 Higher yields, higher dollar As I promised several days ago, today is the day I dig into the idea of interest rate differentials. The inflation-driven concept is accretive for both the U.S. dollar and stock investors — even if soaring prices are a net negative for just about everyone else. In summary, prices are surging,… Source link

Read More »

‘Stagflation is the message’ as prices spike to 30-year highs: Morning Brief

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, November 11, 2021 Forget a ‘taper tantrum’ — ‘inflation indignation’ is here After Thursday’s bad news that consumer prices in October ran hotter — at over 6%, the hottest they’ve been since the first Bush administration, to be exact — than Wall Street expected, most of the emphasis has been on the reaction in stock markets,… Source link

Read More »

The race is on to keep regulators from spreading ‘peanut butter’ over crypto boom: Morning Brief

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, November 10, 2021 A lot for regulators to chew on, but for crypto the same old menu may not do  On Tuesday, Yahoo Finance joined Decrypt in an effort to spotlight all the ways in which cryptocurrency is now going mainstream. And there are no shortage of headlines trumpeting the ways in which digital coins are capturing the public’s… Source link

Read More »

Wall Street is starting to get antsier about inflation — and Fed rates: Morning Brief

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, November 9, 2021 Investors are more worried about inflation than the Fed seems to be Amid the market’s debate over whether inflation will prove transitory or permanent, closely tracked indicators, such as bond yields, are sending us mixed signals about the future. That in part is because the real economy is also fighting through… Source link

Read More »

Here comes the travel boom: Morning Brief

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, November 8, 2021 Pandemic travel ban eases in US Macy’s Herald Square gives a hearty welcome back to its international friends.  Today, the U.S. lifts a pandemic travel ban on international visitors from 33 countries. The ban has lasted 19 months, and was first implemented by the Trump administration. International travelers will be… Source link

Read More »

The growing link between vaccine mandates and open jobs: Morning Brief

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, November 5, 2021 How the vaccine mandate could be making the job crunch worse With jobless claims hitting a new pandemic-era low and the October jobs report on tap for Friday morning, it’s worth revisiting a theme the Morning Brief recently explored. Namely, are looming vaccine mandates helping or hurting a labor crunch that’s still… Source link

Read More »

With the taper set, the Fed is facing its hardest task yet: Morning Brief

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, November 4, 2021 No taper tantrum in sight, rate hikes take center stage On Wednesday, the Federal Reserve passed its first major test — announcing the slow normalization of policy without upsetting markets. In announcing that it would curtail bond purchases as growth slows and price pressures bubble over, markets responded by setting… Source link

Read More »

2 asset classes to watch as the Fed moves to taper: Morning Brief

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, November 3, 2021 Bonds and the dollar Watch bonds and the dollar, the forgotten stepchildren of a frothy market. Once upon a time, inflation-wary investors used to telegraph their displeasure by selling Treasury debt, which pushed up yields and the value of the U.S. dollar (one day I’ll explore the fascinating world of interest rate… Source link

Read More »

Making sense of the Twisted Sister labor market: Morning Brief

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, October 22, 2021 The Great Resignation gives way to the Dee Snider workforce “We’ve got the right to choose it There ain’t no way we’ll lose it This is our life, this is our song” —“We’re Not Gonna Take It,” Twisted Sister What to make of the labor market, where unfilled jobs are near a record high, unemployment claims hit yet… Source link

Read More »