First to Market
Bond Voyage – Corporate Debt Signals Two Possible Paths Ahead
CHART OF THE DAY GOOD MORNING! Last week, my colleague Hardika Singh wrote about the recent surge in investor demand for corporate bonds citing it...
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First to Market
Whatever Happened to the Lag Seven
CHART OF THE DAY GOOD MORNING! Believers in the Magnificent Seven have had their faith tested in recent months. With four of them reporting earnings...
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First to Market
Economic Spending Is Close to Running on Fumes
CHART OF THE DAY GOOD MORNING! The glue that has been the hallmark of the soaring post-pandemic economy is coming unstuck, raising concerns about how...
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First to Market
The Stock Market Was Right to Not Care About Lisa Cook
CHART OF THE DAY GOOD MORNING! While all of us were uber focused on Greenland this week, important news pertaining to Federal Reserve independence took...
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First to Market
Can Tacos Without The Meat And Toppings Be Called Tacos?
CHART OF THE DAY GOOD MORNING! It’s only been 22 days into the new year, yet the market events of this week make it feel...
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First to Market
Who Wins In An America First Approach?
CHART OF THE DAY GOOD MORNING! Investors across the globe are quickly realizing the era of TACO might be over and they’re running out of...
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First to Market
Investors Are Thirsting After Corporate Bonds and Their Low Premiums
CHART OF THE DAY GOOD MORNING! The bond markets are not immune from the craziness we’ve seen in the stock market lately. The extra yield...
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First to Market
A Small-Caps Rally is Becoming Impossible to Ignore
CHART OF THE DAY GOOD MORNING! Shares of risky, speculative small companies are finally fighting back after getting beat up for the past few years....
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First to Market
Trump Takes His Own Swipe at the House of Cards
CHART OF THE DAY GOOD MORNING! President Trump's populist focus on affordability has shifted to the credit-card industry and has sent the shares of major...
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First to Market
What The Past Teaches Us About Fed Independence
CHART OF THE DAY GOOD MORNING! I (and plenty of others, from Jamie Dimon to Christine Lagarde), am concerned about long-term global economic stability with...
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