Talking Data – What Is Holding Back the Fed?
In the latest installment of Talking Data, Jim discusses the Fed and inflation. ... Read More
In the latest installment of Talking Data, Jim discusses the Fed and inflation. ... Read More
In the latest installment of Talking Data, Jim discusses the bond markets' wild gyrations in the past week. ... Read More
In the latest installment of Talking Data, Jim discusses the recent selloff, American Exceptionalism, and rates. ... Read More
In the latest installment of Talking Data, Jim discusses the recent selloff in risk assets. ... Read More
In the latest installment of Talking Data, Jim discusses the market's response to the possibility of increased European defense spending.... Read More
In the latest installment of Talking Data, Alex discusses gold's rally. ... Read More
In the latest installment of Talking Data, Alex discusses the momentum-driven equity rally in 2024 and what's ahead for 2025. ... Read More
In the latest installment of Talking Data, Alex discusses why the dollar has been surging and the outlook for 2025. ... Read More
In the latest installment of Talking Data, Jim discusses why bonds are struggling with the Fed cutting rates.... Read More
In the latest installment of Talking Data, Alex discusses the dominance of the U.S. stock market and future returns. ... Read More
In the latest installment of Talking Data, Jim discusses the investment case for the bond market. ... Read More
In the latest installment of Talking Data, Jim discusses the upcoming election and its impact on markets. ... Read More
In the latest installment of Talking Data, Jim discusses why long-term yields are rising. ... Read More
In the latest installment of Talking Data, Jim discusses the yield curve and the performance of the Bianco Research Total Return Index. ... Read More
In the latest installment of Talking Data, Jim discusses yesterday's CPI report and rate cuts. ... Read More
In the latest installment of Talking Data, Jim discusses the strength in consumer spending and consumption. ... Read More
In the latest installment of Talking Data, Jim discusses yesterday's FOMC meeting. ... Read More
In the latest installment of Talking Data, Jim discusses recent strong economic data.... Read More
In the latest installment of Talking Data, Jim discusses the performance and positioning of the Bianco Total Return Index and understanding the Fed. ... Read More
In the latest installment of Talking Data, Jim discusses why we should not rely on the pre-pandemic economy when forecasting the post-pandemic economy.... Read More