Tag Archives: Morning

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

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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

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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

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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

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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

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Don’t give up on the bull case just 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 Tuesday, October 19, 2021 Jitters over inflation, supply and labor notwithstanding, the bull case is still intact After an encouraging run of bulge-bracket bank results that kicked off third quarter (Q3) earnings, this week’s earnings — which include Netflix (NFLX) and Tesla (TSLA) — will be an acid test for a skittish market that’s still Source link

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Why stocks are suddenly back in rally mode: 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, October 19, 2021 Trash. That’s my word of the morning for you all.  My golf game was in trash-like form on Sunday afternoon while catching a quick 18 holes with Yahoo Finance senior columnist Rick Newman (whose play was not trash). I doff my cap to you, Sir Rick.  Trash was in my thoughts on the golf course (that led to trash play). I… Source link

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One very sticky inflation trend (and maybe another) on the rise: 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, October 14, 2021 Rents are surging, and your ticket out of town could be next The latest on the inflation front shows that consumer prices are still on the rise. As usual these days, there’s good, bad and worse news. First, the (sort-of) good news: September’s consumer price index (CPI) was relatively stable, with the headline rate… Source link

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Inflation is here. It’s ugly. It stings. But it could make you money: 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, October 11, 2021 Funny (or sad, depending on how you look at it) short story from this past week that will inspire you to (hopefully) scrutinize your portfolio as we head into 2022.  I enjoy grocery shopping, really ever since I raised hell down the canned-goods aisles with my mom as a kid. The thrill of finding that perfect looking steak… Source link

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