financial conditions
The evidence presents conflicting assessments of financial conditions. Fed minutes described conditions as still supportive despite higher Treasury yields 1, while Julius Baer argued they had tightened sharply through rising long-term yields and a stronger dollar 2. Luke Gromen warned that Treasury-market dysfunction could emerge before tighter conditions materially hit companies and consumers 3.
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 2 voices1 steady1 rising
Steady
- CDCameron DawsonSteady Says financial conditions remain easy and it has not been right to expect them to tighten. “it's not been the right call to make to expect tighter financial conditions because they continue to get easier” ▶ 11:31 It's A New World Order For Markets | Cameron Daw… · 13 Oct
Rising
- JTJurrien TimmerRising Expects financial conditions to tighten from here, tempering earnings-driven price momentum. “a slight tightening in financial conditions now starting to temper the earnings-driven price momentum” Open the post It does appear that the investment clock has mov… · 13 Oct
1 steady1 rising
Mentions
2 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Cameron Dawson 1 mention
- Jurrien Timmer 1 mention
- Adam Taggart 1 mention
See what your own voices say about financial conditions, every morning.
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