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June 30, 2024
Of incremental issuance next year, we think that the recipe for a steeper curve. Is unlikely the curve ends next year steeper than it is currently . Highly unlikely unless the fed puts the rate hikes on ice or starts to ease. Very unlikely scenario. Very much likely contining to flatten. In that environment we of the paint strong growth, inflation maybe ticks up a little bit. It doesnt get out of control. The yield curve continues to flatten. Critically, it does not invert. Im worried about it, ...
June 30, 2024
Foreign competition for treasuries. When you add in the 700 billion next year, we think that the recipe for a steeper curve. Is it likely the curve ends steeper than it is currently . Highly unlikely unless the fed puts the rate hikes on ice or starts to ease. Very unlikely scenario. Very much likely contining to flatten. In that environment we paint strong growth. Inflation maybe ticks up a little bit. The yield curve continues to flatten. Critically, it does not invert. Im worried about it, to...
June 30, 2024
Is it likely the curve ends steeper than it is currently . Highly unlikely unless the fed puts the rate hikes on ice or starts to ease. Very unlikely scenario. Very much likely contining to flatten. In that environment we paint strong growth. Inflation maybe ticks up a little bit. The yield curve continues to flatten. Critically, it does not invert. Im worried about it, too. I think we need to watch it. The 10year treasury, high 230s is meaningful. The history of inversions is such that it is te...
June 30, 2024
The reality is this curve should stephen steepen because of less foreign competition for treasuries. When you add in the 700 billion next year, we think that the recipe for a steeper curve. Is it likely the curve ends next year steeper than it is currently . Highly unlikely unless the fed puts the rate hikes on ice or starts to ease. Very unlikely scenario. Very much likely contining to flatten. In that environment we paint strong growth. Inflation maybe ticks up a little bit. Does not get out o...
June 30, 2024
Benefited their students, online courses and their benefits to nontraditional students such as members of the military. Thank you for attending the summit on innovation in education and thanks to all of you who will present this morning. Were excited and grateful to have so much knowledge and ek per tease in one room, and i know were eager to hear from all of you. Before we begin, i want to say a quick word about innovation, about the focus on innovation. This year, i embarked on our rethink sch...
June 30, 2024
Is the multibillion dollar poet business going up in smoke . Well explore a serious new threat to the industry that just saw one of its biggest successes. We begin this morning with a look at todays eye opener, your world in 90 seconds. Happy new year. This book is buzz, buzz, buzz. Already sold out this book stores around the country. Mr. President , have you read the book . The president isnt talking, but he is tweeting. President trump unleashing a new twitter tirade. Michael wolff is a total...
June 30, 2024
Is the multibillion dollar poet business going up in smoke . Well explore a serious new threat to the industry that just saw one of its biggest successes. We begin this morning with a look at todays eye opener, your world in 90 seconds. Happy new year. This book is buzz, buzz, buzz. Already sold out this book stores around the country. Mr. President , have you r the book . The president isnt talking, but he is tweeting. President trump unleashing a new twitter tirade. Michael wolff is a total lo...
June 30, 2024
Smoke . Well explore a serious new threat to the industry that just saw one of its biggest successes. But we begin this morning with a look at todays eye opener, your world in 90 seconds. This book is buzz, buzz, buzz stuff. Its already sold out in bookstores around the country. Mr. President , have you read the book fire and furry. . The president isnt talking but he is tweeting. Unleashing a twitter tirade. This is nothing but defendant wing la la stuff. Passengers were evacuated after a plane...
June 30, 2024
Now was it pothole relateed or a nail. I dont know. I never hit a pothole yesterday. It could have been a nail. I really think because i have low profile tires that its the cold weather so when the cold and they like freeze up or get cold. A lot of people have been having tire pressure issues just because its so cold. Ugh, i cant even deal good morning, everyone its january 6th 2018. Bottom your screen says 8 degrees outside. That the air temperature lauren. You have to factor in the wind. How y...
June 30, 2024
Is the nonmanufacturing or services portion of the economy that is by far the biggest. Economicore strong data adding to the jobs reports. That was not good news for stocks. We saw on increased in bond yields. The first one i want you to look at here is the 10 year yield, which remains unchanged after the latest numbers came out. Holding at the highest since january of 2014 and up one basis point this morning. Seeing little change holding atd market, but the selloff is indeed continuing. The dow...