Quote of the Day
"The Fed should start its path back to normal in July by cutting the federal funds rate."
(Claudia Sahm)
Bonds
- Bonds are doing okay in 2024, except for duration. (capitalspectator.com)
- Bonds drive markets. (allstarcharts.com)
- The case for central clearing of U.S. government bonds. (ft.com)
Finance
- SPAC IPOs are back from the dead. (sherwood.news)
- PE fundraising is down in 2024. (institutionalinvestor.com)
Companies
- Microsoft ($MSFT) capex spending has surged. (wsj.com)
- How Ola came to dominate the scooter rental market in India. (sherwood.news)
- T-Mobile ($TMUS) is pushing into residential fiber. (wsj.com)
ETFs
- Money managers want to put less liquid assets into the ETF wrapper. (finance.yahoo.com)
- Schwab Ultra-Short Income ETF ($SCUS) is set to launch. (riabiz.com)
- Managed futures ETFs are gaining assets. (morningstar.com)
- Nouriel Roubini is launching an ETF. (wealthmanagement.com)
Economy
- All the data is pointing toward the need for a Fed rate cut. (sherwood.news)
- A look at recent inflation expectations. (econbrowser.com)
- Why there are inflation haves and have nots. (wsj.com)
- Why has the U.S. economy outperformed Europe, post-Covid? (klementoninvesting.substack.com)
Earlier on Abnormal Returns
- Personal finance links: feeling grateful. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: organizational edge. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
