Time to get Up & Adam! Our daily publication includes insights, the latest index numbers, and market-moving headlines to set you up for a well-informed day! https://t.co/2akYNjqKbk
I hear what you’re saying. There’s definitely a disconnect with what’s happening in the stock market vs what’s happening in the “real world”, i.e., higher yields, inflationary pressures for households that live paycheck to paycheck. I do believe, like you posted, the $2 trillion private credit markets pose a bigger threat than what’s reported. However, I don’t think a lot of people think the economy is “super fantastic“. Momentum is driving the S&P 500 and it’s important to stay diversified and take gains when necessary. I appreciate your caution.
Time to get Up & Adam! Our daily publication includes insights, the latest index numbers, and market-moving headlines to set you up for a well-informed day! https://t.co/2akYNjqKbk
Time to get Up & Adam! Our daily publication includes insights, the latest index numbers, and market-moving headlines to set you up for a well-informed day! https://t.co/2akYNjqKbk
@GamaDelta416263@RyanDetrick@FrankCappelleri But that’s not the reason @RyanDetrick is posting data like this; “to get the love”. Yes, track all you want. He will post what he believes is relevant. By the way, why are you hiding behind a “Market maker” profile and a generic stock market exchange photo?
In the two months since shipping through the Strait of Hormuz was effectively shut down, oil prices have surpassed $100/barrel. In this week's #WeeklyHeadings, we share four reasons why we still expect the path of oil prices to trend lower into year‑end. https://t.co/UX5uXZ86kv
@wesbury Yes, that certainly pushed inflation higher. Someone did ask him that question a few years ago. I’ll have to find the clip and share later. Powell did not answer the question. He said he would not comment on political and fiscal policy matters. Something to that effect.
Although Blue Owl manages approximately $307 billion in AUM, my understanding is this Blue Owl private/ non traded fund that suspended distributions is about $1.7 billion-$2 billion and AUM. Not large, however something to keep an eye on. One to also monitor is Blackstone BCRED and Blackstone BREIT. When those suspend distributions, then we might have a problem.