Brian Manby News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Nvidia has had an amazing past year. There are no precedents for a firm going from a market cap below $1T to $2T in less than a year.

Throughout the course of the current Federal Reserve rate hike cycle, and the attendant increase in the U.S. Treasury (UST) 10-Year yield, I periodically get asked whether it is time to go long on duration.

When banking-related issues “hit the tape,” one of the first locations investors should turn to see if there are any negative effects is the funding markets.

Almost a year has passed since the Japan Exchange Group doubled down on corporate governance enhancements.

Last week, I blogged on the theme of the recent shifting narrative in the money and bond markets. One of the key catalysts behind this changing dynamic came from two inflation readings (CPI & PPI), which revealed that the ‘cooling’ effect that had been on display in Q4, had been dialed back a bit to begin 2023.