Today's topics include the rich are still spending, more on the Mar-a-Lago accord, some context on federal job cuts, Goolsbee explains away inflation expectations, empires fall when debt servicing costs grow unwieldy, U.S. stocks vs the rest of the world's stocks, what happens if/when Russian sanctions are lifted?, and Nvidia reports earnings after Wednesday's close
Today's topics include detailing the rumored Mar-a-Lago accord, estimating PCE, audit the Fed?, gold goes streaking, how long might the stock market's consolidation range last?, small cap stocks back to underperforming, Berkshire's pile of cash, pushback on DOGE dividend checks, and Japanese inflation surprises to the upside
Today's topics include pushing the dollar lower, the wait-and-see FOMC minutes, DOGE, overvalued stocks, the market is no longer one dimensional, European stocks vs. U.S. stocks, and an eye on the yen & Japanese inflation
Today's topics include What is the Mar-a-Lago Accord?, returns since the stock market's pre-covid peak five years ago, today's tariff headlines, China's true holdings of U.S. treasuries, European gas stockpiles, U.S. stock market exceptionalism, BoJ policy, and using news headlines to predict the stock market
Jim Bianco joins Fox Business to discuss “The Mar-A-Lago Accords” with Charles Payne.
The Trump administration appears to be borrowing Silicon Valley's playbook in moving fast and breaking things. They desire a lower 10-year yield, which would likely require a lower dollar. The Mar-a-Lago Accord is a rumored proposal to radically restructure U.S. Treasury debt, converting foreigners' holdings into ultra-long-term debt with a lower coupon.
The Q4 2024 earnings season is nearing its end. Full-quarter growth has accelerated as companies have beat expectations.
Today's topics include more on inflation seasonality, inflation expectations, finally something other than wait-and-see from a Fed official, risk-on, risk-off, an alternate take on the CAPE ratio, stock market dispersion, the Dow vs. S&P 500, the state of the housing market amidst high mortgage rates, and hedge funds find loophole in European corporate bonds