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Daily Journal archiveThe Federal Reserve reportedly has “no plans” to extend its emergency bank lending program when it expires in March (from MarketWatch)…
Read articleIn the meantime, banks have reportedly been gaming the BTFP program for profit (from The Wall Street Journal)…
Read articleA sharp decline in the money supply – like we’ve seen over the past couple years – has historically always caused problems (from Jesse Felder via X)…
Read articleHere’s another reason inflation could prove “stickier” than the consensus currently expects (from E-piphany)…
Read articleWhy stock market volatility could move higher again soon (from The Next Economy)…
Read articleInflation has been particularly burdensome for food prices (from Barchart via X)…
Read articleThese are the “keys” to watch for during the upcoming U.S. presidential election (from The Variant Perception)…
Read articleHere’s a list of 2024 outlooks from some of the world’s biggest investment firms (from Behind the Balance Sheet)…
Read articleThe outlook for Bank of America continues to deteriorate (from JustDario via X)…
Read articleWhy the BRICS currencies are not an imminent threat to the U.S. dollar (from the American Institute for Economic Research)…
Read articleCorporate insiders appear quite nervous (from The Daily Shot)…
Read articleA global easing cycle is expected to begin this year (from Game of Trades via X)…
Read articleThe New York Fed’s manufacturing index collapsed this month (from ZeroHedge)…
Read articleThe Fed’s media “mouthpiece” hints that the end of quantitative tightening (QT) is near (from ZeroHedge)…
Read articleJavier Milei – the newly elected libertarian president of Argentina – gave a jaw-dropping speech at the annual meeting of the World Economic Forum in Davos, Switzerland, earlier this month. Here are the highlights (from Milei Explains via X)…
Read articleBullish investors may face a “reality check” this year (from Morgan Stanley Wealth Management)…
Read articleThe Philadelphia Fed manufacturing index also showed significant unexpected weakness this month (from JaguarAnalytics via X)…
Read articleU.S. regulators are preparing a new rule to force healthy banks to borrow from the Fed’s discount window (from The Bitcoin Layer)…
Read articleThis little-known seasonal indicator is sending a relatively bullish message for 2024 (from Wayne Whaley via X)…
Read articleThe Fed and U.S. Treasury “blinked” last fall (from Lawrence Lepard/Equity Management Associates’ Q4 2023 Letter)…
Read articleThe largest U.S. public pensions are increasingly turning to leverage to boost returns and liquidity. What could go wrong? (from The Financial Times)…
Read articleHistory shows the stock market tends to do well in U.S. presidential election years like this one (from Barchart via X)…
Read articleThe S&P 500 is making new highs, but market “breadth” is not confirming so far (from Hi Mount Research)…
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