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June 28, 2024
While maintaining the price of Economic Growth . This is bloomberg surveillance. Im mark barton. We have headlines from the ecb. It says debt sustainability concerns have risen in the last six months amid a potential increase in yields. The ecb says risks to Financial Security stemming from Financial Markets remains significant, mainly because of the possibility of a rapid repricing in Global Fixed Income markets. It says an abrupt repricing could materialize because of spillovers from high yiel...
June 28, 2024
Boo how did they get hit so hard when Nothing Happened . The absurdity can seem pretty preposterous market wide selloff makes you think the business of stocks is stupid and at worst corrupt and drives you away from the entire asset class. I wish i could tell you theres some hidden logic to make you think theres theres nothing to think of it other than negatively thats why i want to tell you all the ways that stocks can be impacted by forces that have nothing to do with the companies. So you have...
June 27, 2024
We are getting breaking news, a little bit of data out of germany. One point 9 move in 2016, a touch above analysts and economists expectations. We were expecting a 1. 8 , and we have a 1. 9 . It is pretty much in line with estimates, rising 0. 7 month on month. We had estimated 0. 2 , so it is coming and above expectations. We have a little bit of china december new yuan loans. It goes back to an economy in china that may be boiling up a little bit, and you china loans increased almost doubled ...
June 24, 2024
Do you know how you can tell . You look at pictures all weekend and they will let you know. No, im not talking about netflix. Man, did i want to watch kwoh of cards while is wife is away. Im talking about the stocks Standard Poors sends me every weekend. I look for trends. Fabulouslooking charts filled with pulchritude, probably worth 34 on the s. A. T. And whats working after this rally in the stock market. I count six groups in outside bull market mode where i would be a buyer right here [ buy...
June 24, 2024
But i do have some questions about how you suggest it would be implemented. First of all, it says it would be charged on a prospective basis. Your budget also says mortgages insured under that title under the previous fiscal year. Is this prospective or rhett owe active . Its prospective from when its enacted. But the fee will be assessed at one point in the year, at the end of the year. I dont think ive seen the text youre looking at. I believe thats whats been described. Its going to be on tra...
June 24, 2024
Tried to do in new york was to leverage shared Regional Service providers to try to ensure that districts were able to get the students the services they needed in a sustainable way. But certainly, i want to make sure our teams connect on that and talk through that because we certainly want to be in the position of supporting districts and serving students with disabilities as well as possible. Thank you. And my final comment is that i hope you will have a listening session in a rural area. We t...
June 24, 2024
Bull market mode where i would be a buyer right here buy, buy, buyand a bigger buyer on any marketwide pull back barring some shocker [ buzzing ] from the fed on wednesday saying it is time to raise rates. What are the terrific six . Not the thirty dozen or the hateful eight. It has to work. Lets start with the predominant group, the utilities. It doesnt matter which you buy. They are all on the run from the best ones American Electric power con ed, dominion to first energy or ones that never sh...
June 23, 2024
Today. Nasdaq inched up. 38 . Some of it is because all we ever do is look at stocks through the prism of the federal reserve. Every day we guessed what the fed will do and every day we make it harder and now that its almost upon us this discussion monopolizes it. We know employment has been strong. Theres no reason to keep shortterm Interest Rates too low. But its how companies are doing like mine. The amazing race would be the last thing you do. I cant name a Business Group doing better than i...
June 23, 2024
Ever do is look at stocks through the prism of the federal reserve. Every day we guessed what the fed will do and every day we make it harder and now that its almost upon us this discussion monopolizes it. We know employment has been strong. Theres no reason to keep shortterm Interest Rates too low. But its how companies are doing like mine. The amazing race would be the last thing you do. I cant name a Business Group doing better than it was six months ago. That is if you thought that Employmen...
June 23, 2024
Though, the stock markets rock because anyone that follows individual stocks knows that things just arent so hot. Individual Sector Analysis says things arent that hot. All right. Not that hot. Thats not a technical term. Its a term that explains where the economy is right now. Thats where the confusion comes in. How can the cooling economy produce more jobs . The answer is simple. The businesses im looking at now will be laying off more people than theyre hiring at this pace. Thats why everyone...