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Jason MaFortune |
The anomalous recent behavior of the 10-year yield is actually as sign that "demand for Treasury debt is weaker than first meets the eye."
"The result is an industrial machine that cannot stop and cannot slow down—but that, owing to the limits of demand, cannot keep going."
"There is the need to seriously address the chain of economic and livelihood challenges, such as inflation, unemployment, management of prices and the...
The healthcare and social assistance industry, which will expand employment by 2.2 million over the next decade.
“Why did we make a single currency and an ECB together? We can do it and I bet we’d find allies in Europe.”
"Attempting to strike U.S. warships enforcing the blockade therefore crosses a different threshold."
The overall exposure to dollar-denominated assets would remain largely unchanged at 52.5% versus 52.9% under the current portfolio.
"The concentration of wealth among older generations suggests that consumer spending is increasingly being supported by the spending of accumulated...
"If this continues, it would suggest the labor market is losing strength despite what we may see in the headline unemployment numbers."
"Children don’t need school to become more like the digital world. They are already immersed in that world for much of the time outside school hours."
"People are on the edge now; if I put more pressure on them, they might fall off the edge. We have to be careful that no one falls off."
"Capital flowing into corporate bonds is capital not flowing into Treasuries, and Treasury yields have had to rise to clear the market."
"Digital assets and gold are how ordinary Iranians protect their savings from inflation."
The federal government will hold a 55% stake in the company, consisting of equity ownership and oil production.
"And any nation that serves as a financial artery of a withering regime should expect to share in its isolation."
"And if the Strait is not fully closed, Iran’s leverage is weak. Thus, Iran has reasons to escalate."
The financial sector's loss of deposits has created a liquidity crunch so severe that it's threatening Russia's ability to fund its war.
"If the market price of USTs is not 'allowed' to adjust down, the foreign exchange price of UST owned by foreign investors has to adjust via a...
"When does debt become unsustainable? When the global financial markets say it is. That appears to be happening."
"Taming inflation is the key to restoring stability in Venezuela, and all the other progress flows from that."
"As someone who has experienced war, we understand the true value of peace."
"Markets are primed for Dollar debasement to resume and — as Japan shows — it can be next to impossible to stabilize a currency once it enters a...
Thrive Capital founder Joshua Kushner's $12.5 billion deal with former Disney CEO Bob Iger to buy the Los Angeles Lakers vaults him into an elite...
Unless the U.S. implements the June ceasefire deal in a few weeks, Iran will launch a "timely and precise" attack to break the blockade, an Iranian...
"My guess is he is preparing to offset a boatload of carried interest income. If you own a sports team, done correctly, you can get a deduction...
"I think by far the most accurate criticism of AI companies including Anthropic is that we haven’t yet delivered on our big promises to benefit the...
Satellite images revealed that Saudi ships on both sides of the Strait of Hormuz are preparing to transport oil out of the Persian Gulf.
"The bottom line is that the US economy continues to be supported by a growing set of tailwinds."
"Now traders are watching the 'yen carry trade,' where cheap yen borrowing funds bets on higher-yielding assets worldwide, and wondering if it’s...
The head of the Iran-China Joint Chamber of Commerce said "the consequences of the blockade far outweigh those of a direct war."
"Hefty chunk of non-Iranian crude still getting out, unlike the Iranian crude that isn’t."
"My hunch is that this is as at least partially attributable to wealth effects from record highs in the stock market."
"We are just watching Iran with its huge inflation and the fact they have no money," Trump said.
"When this message sinks in, other countries will redouble their search for more attractive, readily usable alternatives."
"And there is anger at being ignored, sidelined, having our economic futures mortgaged by the generations that came before us on everything from the...
But Iran's aggressive demands cool hopes that the strait will see traffic return to normal anytime soon or that the U.S. will stop applying economic...
The good news for the younger generations is that boomers are already showering some of their money on their heirs.
"We should not have to choose between putting a check on Putin's aggression and putting a check on this president's tariffs regime."
"US accepting Iranian control of the strait without explicitly acknowledging that control seems a likely endgame here."
"Last night's events underscore a reality that is becoming increasingly difficult to ignore: for now, Iran appears to hold the strategic advantage in...
"AI is creating a structural skills mismatch as companies aggressively replace generalists with specialized talent."
South Korea’s Kospi index, which has been a bellwether for global stocks lately, soared 18% on Friday, marking its biggest single-day jump on record.
"The bottom line is that an important part of the Fed’s credibility is not just to say that it has certain goals but also to explain how it will...
"Today, the labor market’s speed limit is much lower than just a few years ago, setting the stage for a jobless expansion."
"The Iran and Ukraine wars may be connecting."
"At some point, the rivers of capital financing private and government debt issuance will flow less freely."
"While the contest between open and proprietary AI is often presented as a winner-takes-all format war, the most likely outcome is a combination of...
Iran and Oman are also in talks that center around having Iran run vessel transit through the Strait of Hormuz with fewer restrictions on ships.
"So we are starting to talk about the kind of no way out scenarios because of this new Red Sea unrest."
"In any case, what is clear is that Iran’s war is becoming increasingly intertwined with two other conflicts: the Saudi-Houthi confrontation and the...
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