Paddy Hirsch of MarketPlace takes to his whiteboard to explain. It’s like Jake, who bought too much house!
The root of Italy’s problems from Marketplace on Vimeo.
Paddy Hirsch of MarketPlace takes to his whiteboard to explain. It’s like Jake, who bought too much house!
The root of Italy’s problems from Marketplace on Vimeo.
A significant valuation premium relative to their larger peers.
We discuss various parts of the consumer reaction function that help explain the divergence between consumer sentiment and some important pieces of macro data. We also give thoughts on what this disconnect may mean for consumer and voter behavior.
The effects of a rising TGA due to tax payments this week, increased repo usage heading into quarter-end, and higher overnight funding costs are likely to reduce overall market liquidity. This combination could make trading conditions challenging over the final two weeks of June, potentially placing significant downward pressure on stock prices.
China’s bond market is starting to open up