Tuesday Headlines: Goldman’s Solomon warns on deficits
New York Post: Goldman’s Solomon raises alarm on US debt: ‘Ability to spend without constraint is not unlimited’ Wall Street Journal: RBC Reorganizes Investment Banking in…
Fun with REIT valuations
TWO DIRECTIONS: Great moments in financial journalism! The New York Times finally gets around to wondering how it can be that the price of Blackstone’s $114 billion private REIT, whose…
Monday Headlines: Investors embrace soft-landing trade
Wall Street Journal: Investors Crowd Into Soft-Landing Trade Ahead of Crucial Inflation Data New York Post: Jim Simons, billionaire hedge fund manager, math whiz and philanthropist,…
Friday Headlines: Why higher rates are still not off the table
New York Times: Why Higher Fed Rates Are Not Totally Off the Table Bloomberg: Hedge Funds Draw Pension Money to Riskiest Corner of a $1.3 Trillion…
Thursday Headlines: Corporate share buybacks surge
Wall Street Journal: Buybacks Are Back: Corporate America Is on a Spending Spree Bloomberg: ‘Seriously Underwater’ Home Mortgages Tick Up Across the US Financial Times: Bridgewater’s…
On inflation, the money supply tells the tale
IT’S THE MONEY: Why is no one else talking about this? The pundits might lately be saying that inflation is set to surge again, but former Western Asset Management chief economist Scott Grannis points…
Wednesday Headlines: FTX customers set for full recovery
New York Times: FTX Customers Poised to Recover All Funds Lost in Collapse Bloomberg: Billions in Phantom Debt Is Lurking In ‘Buy Now, Pay Later’ Services…
Tuesday Headlines: Questions hang over Blackstone’s real estate fund
New York Times: The Big Questions Hanging Over a Blackstone Fund Bloomberg: Einhorn Says Markets Are ‘Broken.’ Here’s What the Data Shows. Wall Street Journal: The…
New hope for the office market
THE VULTURES HAVE LANDED: Is free market capitalism great, or what? Signs are already emerging that the problems in the office market are starting to fix themselves. [A] new…
Monday Headlines: Treasury rate re-set boosts investors
Bloomberg: At $2 Million Per Minute, Treasuries Mint Cash Like Never Before Financial Times: Last Credit Suisse chief executive, Ulrich Körner, to leave UBS New York…