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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

January 12, 2024

We Warned You

US bank mgmt teams other than those at JPM are downbeat. Citi missed on revenues, with the CEO citing a “very disappointing”...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

January 11, 2024

How Does It Work, Again?

Now you can explain to your grandparents what a Bitcoin ETF is, as the SEC authorized the product, per Reuters. Ether gained 9...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

January 10, 2024

Thursday Waiting Game

Investors are a bit on edge, waiting for Thursday’s CPI print. That will be sign for potential Fed moves this year. It should sh...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

January 9, 2024

Total Bummer

The World Bank is saying that the global economy is on course for its worst half decade for growth in 30 years. Growth is es...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

January 8, 2024

Getting It Done

Congressional leaders announced a bipartisan deal on top-line spending levels for the current fiscal year, which should help...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

January 5, 2024

Place New Bets

Well... stocks look to continue their 2024 confusion-filled hangover after payrolls continued to surge causing fears that wagers ...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

January 4, 2024

Still Going

Like the Energizer Bunny, U.S. companies kept going, and going, with their hiring in December. This is now sparking doubts on h...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

January 3, 2024

Hangover

Markets look positioned to extend their drop in 2024 as traders look to a number of datasets / Fed minutes as to whether inter...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

January 2, 2024

New Year New Worries

As we begin the first trading day in 2024, markets look to start the new year with questions on the health of the economy and if...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 29, 2023

The Final Countdown

No doubt many of you will be doing the year-end countdown this weekend, perhaps with bubbly in hand. Market-wise, while we st...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 28, 2023

Up and Away

Driven by central bank cutting bets, global debt has had a nice run here in 4Q23. For those keeping score, the BBG Global Agg...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 27, 2023

An End in Sight

With Friday being the last trading day of 2023, it’s almost if investors simply want to reach new highs. We closed within 0.5%...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 26, 2023

Feelin’ Thin

Equities in the early morn' are slightly green. We had thin trading overnight overseas, with some markets still closed. The d...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 22, 2023

Breaking News

Isn’t everything breaking news these days? I laughed when seeing that headline for today’s inflation reading. Most people ge...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 21, 2023

Afternoon Scrambling

Not sure if you received a gazillion notes yesterday afternoon, flagging that the sender wasn’t sure why the markets were ...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 20, 2023

Strongly Bonded

Global bonds rallied on the back of soft inflation data as traders increased positioning for rate cuts, estimating up to 145bps...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 19, 2023

Baby It’s Not Cold Outside

The Fed’s Daily is warming investors up to easing in 2024, saying that he wants to avoid overtightening, per Reuters. The SP...

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CIO | Nadine Terman @SolsteinCapital details what she's seeing in global financial markets.

December 18, 2023

Early Gift

Japanese co Nippon Steel is buying US Steel for over $14bn in cash, roughly a 40% premium to Friday’s closing price. ...

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