#deteriorating-fundamentals

#deteriorating-fundamentals

"Today's increase is significant, but it doesn't mean the labor market is back on track or growing robustly. The gains are highly concentrated in a few industries, not broad-based across the economy."

Credit cards can be very dangerous from a financial well-being perspective, if used irresponsibly. The temptation to use one to fund a big holiday or a new sofa that you can't afford can be seriously tempting.

USHY seeks to track the investment results of the ICE BofA US High Yield Constrained Index, composed of U.S. dollar-denominated, high yield corporate bonds, providing broad exposure in a low-cost wrapper.

High energy prices are kryptonite for the housing market. Affordability, especially for those first-time home buyers, is now an elusive dream until oil prices come down and interest rates come down.

"It's a brutal job market. To see that 3.1% hiring rate, the lowest since April 2020, underscores how little hiring is going on."

The US dollar returned to the upside as geopolitical fears rebounded after US President Trump's address to the nation. The rhetoric fuelled risk aversion and flows toward the dollar while oil prices surged.

The sharp rise in oil prices and renewed inflation concerns created significant pressure on both stocks and bonds, impacting investor sentiment and market dynamics.

Druckenmiller founded Duquesne Capital Management in 1981, which went on to deliver average annual returns of 30% without a single losing year. Every other major investor you know today has had at least some losses, but not Druckenmiller.

'Walmart Worries' just keep multiplying. It's currently close to the highest level ever recorded which was during the Great Financial Crisis of 2008-09.

Warning to the invading American ruling establishment and its affiliated spy companies. You ignored our repeated warnings about the necessity of halting terrorist operations, and today, in terrorist attacks carried out by you and your Israeli allies, a number of Iranian citizens were martyred.

"Oil prices are higher again this morning, but Treasury yields are lower as the risks to economic growth begin to take precedence over the risks to inflation," Oxford Economics said in a note on Monday.

behind the recent jump are primarily the weak labour market numbers, but almost all the economic data has turned soft since the end of last year. Total nonfarm payroll employment edged down by 92,000 in February, and the unemployment rate changed little at 4.4 percent.

TD Cowen reduced estimates across the household and personal care space, arguing that companies will be unable to fully mitigate higher oil-related input costs stemming from the Iran war.

"The historical evidence reveals a striking pattern: government bonds have repeatedly generated substantial real losses during these extreme episodes. They have even underperformed equities and real estates which are traditionally regarded as risky assets."

There is an echoing melancholy to this era, as we watch the end of Silicon Valley's hypergrowth era, the horrifying result of 15+ years of steering the tech industry away from solving actual problems in pursuit of eternal growth. Everything is more expensive, and every tech product has gotten worse, all so that every company can "do AI,"

Rising inflation concerns, hawkish monetary policy signals, and escalating geopolitical tensions weighed on risk assets. Energy markets are adding to the pressure. Oil prices surged following renewed attacks on energy infrastructure in the Middle East, intensifying concerns about inflationary pressure.