Two Year Note News Today

Kathy Bostjancic, chief economist, SVP at Nationwide, sheds light on the big investing issues this year, including recession and bank risk.

Both political sides seem disinterested in doing something temporary or shorter-term about the federal debt ceiling to avoid a default....XLI

These banking system steps would place increased drag on the velocity of money, which in turn will suppress economic growth....BLK

Bank Beating, Stunning Yield Spreads, How Did This Happen? CPI, Trading BAC, WFC: Market Recon...SIVB

Here's what I think mattered more than anything else late last week as the market rallied....XLB

The move higher for yields put some pressure on the technology sector and growth type names that have lost the right to be called 'growth' types in 2022....XLK

If this market can survive last night's earnings without completely breaking anything, I think we still have a ballgame....XLRE

Let's check what's happening with small- and mid-cap stocks, and why we should watch the Two Year Note....IWM

Even if the Fed were to take a little something off of their fastball, the Fed is still tightening....AAPL

Stephen Guilfoyle in his Market Recon column focuses on bummer bank earnings, June's cooler core PPI reading, comments on rate hikes by Fed Governor Christopher Waller, a big day ahead for manufacturing and retail data, Alphabet's imminent stock split and Russia's maneuvering in the oil market....JPM