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Recession Probabilities Based On Multiple Financial Measures
Article By:
Menzie Chinn
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Sunday, June 25, 2023 9:07 AM EDT
Assume no recession in US through February 2023. What do term and credit spreads, financial conditions index, debt-service ratios predict?
S&P 500 Likely To Pull Back To Its Trendline...but That's Okay
Article By:
MoneyShow.com
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Sunday, June 25, 2023 7:16 AM EDT
Stocks ended last week higher but ended the day lower on Friday as new concerns caused investors some anxiety. Yes, the Fed skipped on a rate increase, but it made it clear that investors should not expect a halt or a decline in rates anytime soon.
In this article: SPX
The Spectacular Past And Concerning Future Of The 60-40 Portfolio
Article By:
AllAboutAlpha
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Sunday, June 25, 2023 6:01 AM EDT
We believe that perhaps no innovation in the history of investing has created more wealth than the 60/40 Portfolio. This portfolio invests its total value in 2 market segments, with 60% of the value invested in stocks and the remaining 40% in bonds.
Comparing Carmaker Revenue Vs. Country GDP
Article By:
Jeff Desjardins
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Sunday, June 25, 2023 4:58 AM EDT
As of July 2022, the global car and manufacturing market was worth about $2.9T. What companies are currently dominating this massive industry, and how much revenue do they generate on a yearly basis compared to the economic output of countries?
Macro: Residential Construction
Article By:
Joseph Calhoun
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Thursday, June 22, 2023 4:29 AM EDT
Housing starts rebounded nicely in May to 1631 units from a revised lower 1340 units in April. Permits went up sequentially as well, just not as much. Both series are above the historic mean and median levels.
Market Blast – Wednesday, June 21
Article By:
Bob Lang
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Wednesday, June 21, 2023 9:02 AM EDT
Futures are mixed this morning as the markets prepare for words from Chair Powell on the Hill. He starts is bi-annual testimony today in front of Congress, tomorrow in front of the Senate. There is often a market response to his words or comments.
Chinese Stock Market Slips As Investors Await PBOC’s Loan Prime Rate Decision
Article By:
The Private Banker
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Monday, June 19, 2023 7:44 AM EDT
Shanghai Composite and Shenzhen Component experienced losses, with a 0.54% and 0.29% decrease respectively, as investors awaited the People’s Bank of China’s decision on the loan prime rate.
Huge Growth In China's Aircraft Industry Is Flying Under The Radar
Article By:
Mish Shedlock
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Sunday, June 18, 2023 6:25 AM EDT
Let's discuss Lyn Alden's thought provoking Tweets on China's aircraft industry.
Week In Review: Cullgen Signs $1.9 Billion Protein Degrader Deal With Astellas
Article By:
ChinaBio® Today
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Saturday, June 17, 2023 3:00 PM EDT
Cullgen will collaborate with Astellas Pharma to discover protein degraders in a deal worth up to $1.9 billion. Meanwhile, Cholesgen formed a collaboration with AstraZeneca to develop new candidates for hypercholesterolemia and metabolic diseases.
Thoughts For Thursday: The Pause That Refreshes?
Article By:
TalkMarkets DailyTalk
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Thursday, June 15, 2023 7:02 AM EDT
Yesterday the Fed, as expected did not increase the Fed funds rate. It remains to be seen if this pause will relieve some of the current strain in the credit markets without fueling inflation.
H&M, Zara Accelerating Retreat, Fast Fashion Crown Changes Ownership Again?
Article By:
EqualOcean
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Wednesday, June 14, 2023 8:52 AM EDT
Not only H&M, but also Zara, Gap, and other fast fashion brands have lost the Chinese market, and more brands such as Top Shop and A&F have left the Chinese market.
US Stock Futures Rise Ahead Of Key Events: Inflation Data And Fed Meeting
Article By:
The Private Banker
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Monday, June 12, 2023 5:20 AM EDT
US stock futures inched higher ahead of inflation data and the upcoming Federal Reserve policy meeting.
Asia Morning Bites, Monday, June 12
Article By:
ING Economics
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Monday, June 12, 2023 3:36 AM EDT
Indian inflation later will show further declines. Markets are reasonably upbeat ahead of the likely Fed pause decision later this week.
Tiny Tech Bank Defies US "Massacre Of The Minnows"
Article By:
Lipper Alpha Insight
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Sunday, June 11, 2023 6:35 PM EDT
Just because some smaller banks have collapsed doesn't mean that all tiny banks are the same. Live Oak Bancshares has zigged where the others zagged.
In this article: LOB
Is Boutique An Advantage In Venture Capital?
Article By:
AllAboutAlpha
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Sunday, June 11, 2023 6:06 AM EDT
The challenge is not just to get into venture capital, but to get into the right funds within venture. The catch-22 is that the quality funds don’t need any more capital. The demand is often greater than the supply.