Larry Summers: Treasury Borrowing Has Gotten "Bizarre"
When the government pays the Fed on its Treasury holdings the flow ultimately surrenders fixed-rate liabilities for a riskier near-term float.
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Shiller Numbers Flash "Danger" In Low-Rate High-Inflation Zone
The golden mean points to an economy on a steady climb with rates that are neither too hot nor cold, rewarding investment while punishing waste.
Ed Yardeni Sees The Roaring 2020s Alive And Well
The noted market historian says earnings are "on fire" and while growth comparisons are getting harder, the post-pandemic world is still in boom mode.
LPL: Why We're Watching Economic Numbers Again
Even before the pandemic, macro news releases were increasingly ignored as the province of "nerds" who didn't understand day-to-day stock moves. Now?
Government Spending Continues: Gundlach Warns Dollar Is Doomed
It’s hard to look at this latest $3.5 trillion spending proposal (on top of the trillions already spent) and not believe the bond king has a point.
Ray Dalio: 3 Keys To Success
Dalio emphasized the principles required to be a quiet (but effective) impactful leader in his most recent Twitter thread. And leadership is success.
BofA’s Carey Hall Says Stock Sentiment Nearing ‘Sell Signal’
Her forecast would imply a slide of about 14% for the benchmark gauge of American equities from its current levels as earnings hit a wall.
