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July 7, 2024
Yesterday, but again we were talking about Massive Gains not just through the month of july but year to date as well well continue to keep an eye on this if youre watching treasury yields, this is where you would anticipate seeing moves if there were a downgrade if people were afraid of rushing into this. But it turns out u. S. Treasuries are still a safe haven and why the yields are still a bit lower. The 2year note trading at 4. 86 . Of course, all that related to what were seeing. Talk about ...
July 7, 2024
Record high amid massive inflows into Exchange Traded funds. The state of Digital Currencies amid that rally. Caroline apple facing weak demand for the iphone in china. The recently slashed the price of the latest model. We will discuss that and more. First, lets check on markets. The macro field to the day the pce deflator what is the Inflationary Pressure the Federal Reserve is looking at . Came in, in line with expectations. Write for the Federal Reserve therefore to be pausing on rate cuts. ...
July 7, 2024
Citing alibaba to cut prices by as much as 55 for more than 100 products. Alibaba currently trading down 0. 6 . In the markets it is trepidation. Investors waiting for that crucial pce data out of the u. S. On thursday after a hotter than expected cpi data, prompting questions about perhaps what signs may be gleaned from the data to suggest what the fed might do with rate cuts. Bear in mind, Market Expectations now coming to about an 80 basis point car from the year, down from that 150 basis poi...
July 7, 2024
Half. The subcommittee will come to order and i ask for unanimous consent to share be authorized to declare a recess at any time. Without objection so ordered. I want to briefly review the three commandments of the subcommittee. One is that we shall start on time which we just did so thats good. We will enforce the five minute rule that if time allows we will entertain a second round of questions, and it often does. But i bring this up i want to stress the third which is shall not use acronyms o...
July 7, 2024
Half. The subcommittee will come to order and i ask for unanimous consent to share be authorized to declare a recess at any time. Without objection so ordered. I want to briefly review the three commandments of the subcommittee. One is that we shall start on time which we just did so thats good. We will enforce the five minute rule that if time allows we will entertain a second round of questions, and it often does. But i bring this up i want to stress the third which is shall not use acronyms o...
July 7, 2024
Half. The subcommittee will come to order and i ask for unanimous consent to share be authorized to declare a recess at any time. Without objection so ordered. I want to briefly review the three commandments of the subcommittee. One is that we shall start on time which we just did so thats good. We will enforce the five minute rule that if time allows we will entertain a second round of questions, and it often does. But i bring this up i want to stress the third which is shall not use acronyms o...
July 7, 2024
Half. The subcommittee will come to order and i ask for unanimous consent to share be authorized to declare a recess at any time. Without objection so ordered. I want to briefly review the three commandments of the subcommittee. One is that we shall start on time which we just did so thats good. We will enforce the five minute rule that if time allows we will entertain a second round of questions, and it often does. But i bring this up i want to stress the third which is shall not use acronyms o...
July 7, 2024
Half. The subcommittee will come to order and i ask for unanimous consent to share be authorized to declare a recess at any time. Without objection so ordered. I want to briefly review the three commandments of the subcommittee. One is that we shall start on time which we just did so thats good. We will enforce the five minute rule that if time allows we will entertain a second round of questions, and it often does. But i bring this up i want to stress the third which is shall not use acronyms o...
July 7, 2024
Half. The subcommittee will come to order and i ask for unanimous consent to share be authorized to declare a recess at any time. Without objection so ordered. I want to briefly review the three commandments of the subcommittee. One is that we shall start on time which we just did so thats good. We will enforce the five minute rule that if time allows we will entertain a second round of questions, and it often does. But i bring this up i want to stress the third which is shall not use acronyms o...
July 7, 2024
Half. The subcommittee will come to order and i ask for unanimous consent to share be authorized to declare a recess at any time. Without objection so ordered. I want to briefly review the three commandments of the subcommittee. One is that we shall start on time which we just did so thats good. We will enforce the five minute rule that if time allows we will entertain a second round of questions, and it often does. But i bring this up i want to stress the third which is shall not use acronyms o...