'Good News Is Bad News': Big Jobs Beats Sends Rate-HIKE Odds Soaring; Here's What Wall Street Thinks...
...but there are no signs of inflationary wage-growth in any of today's data.
...but there are no signs of inflationary wage-growth in any of today's data.
The Russian leader said contact between Kyiv and Moscow was ongoing between their respective intelligence agencies...
"...breakthrough intelligence revitalizes the desire/necessity to spend."
"What do you want me to do?! Get a brass band?"
Norway's fund proposal is more portfolio engineering than a geopolitical "dump America" move (for now)...
So far this is indeed a "bad news is good news" kind of report.
Nationwide marches, corrosive attacks on soldiers, and an NGO in the frame...
Something interesting is happening inside the plumbing of the global financial system.
"Dare to think outside existing frameworks..."
However the European Commission statement itself suggests otherwise, with non-committal language...
“We are in the territory where bad news is good news, as both equities and credit are likely to be driven by what rates do. A small positive number would be a sweet spot for the markets.”
Risk spreads in France across the spectrum continue to creep higher as budget tensions rise...
"A stronger NFP print will likely push bond yields higher, weighing on Equities; the logic is that more jobs leads to more spending and that combined strength should embolden businesses to hire further."
GE Vernova bounces back with a new four-reactor project after losing the Rolls Royce...
"Lululemon's challenges are far from over..."
North Dakota had the largest decrease, with electricity prices falling 18% over the same period...
“Given the current situation, it’s difficult to see operations resuming in any form by the end of the year...”
"If she walks free, her supporters should have to let her babysit..."
