For the last few decades the U.S. has been in a low interest rate environment where deficit spending would not cause major issues. A 40-year high in inflation and the higher rates that followed are stressing the country's finances.
A long-term look at interest rates & CPI
Some interesting charts from our recent posts
Today's topics include have we already seen the last Fed rate cut?, the Atlanta Fed updates its gold-adjusted GDPNow, today's tariff headlines, demand for U.S. Treasury securities, pushing back on the end of U.S. exceptionalism, how to tackle the risk posed by a growing basis trade, hard vs. soft economic data, what to expect after a correction, and too much passive investing hurts price discovery.
Today's topics include talkin' uncertainty & volatility, today's tariff headlines, what non-tariff economic leverage might trump use?, x-date will come into better focus after April 15 taxes are due, how much control does the Treasury actually have over rates?, trading liquidity deteriorates, Fed communication is a political Rorschach test, Fedspeak, and Moody's warns on U.S. finances
Jim Bianco joins Fox Business to discuss "Uncertainty," US Exceptionalism & the Federal Reserve with Charles Payne.
Jim Bianco joins Bloomberg Radio to discuss “Uncertainty” in the Market & American Exceptionalism with Tome Keene and Paul Sweeney.
Uncertainty measures, sentiment swings, and describing the current environment as the end of American Exceptionalism suggest an extremely bearish outlook that occurred last week. Now, markets are bouncing back.
Today's topics include weaponizing tariffs, quantifying protectionism, the dollar's role as the world's reserve currency, the end of globalization, DOGE, gold ETFs finally joining the party?, and retail traders still buying the dip