Talking Data – Is Tariff Inflation Coming?
In the latest installment of Talking Data, Jim discusses the payrolls report and whether tariffs will lead to more inflation... Read More
In the latest installment of Talking Data, Jim discusses the payrolls report and whether tariffs will lead to more inflation... Read More
In the latest installment of Talking Data, Jim discusses the payroll report, the labor market, and population growth. ... Read More
In the latest installment of Talking Data, Alex discusses the new retail crowd and their market impacts. ... Read More
In the latest installment of Talking Data, Jim discusses the potential of Powell being fired and what that means for the Fed. ... Read More
In the latest installment of Talking Data, Jim discusses the Fed and the potential for rate cuts. ... Read More
In the latest installment of Talking Data, Jim discusses the Fed, politics, and inflation. ... Read More
In the latest installment of Talking Data, Alex discusses CDS spreads & the debt ceiling. ... Read More
In the latest installment of Talking Data, Jim discusses proper rate levels. ... Read More
In the latest installment of Talking Data, Jim discusses the bond market, inflation, and real yields. ... 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