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
The Commitment of Traders report gauges position changes among different types of market participants.
Today's topics include tax season will be critical for x-date projections, tariff headlines, U.S. exceptionalism, money flowing into European stock ETFs, not all Eurozone yields are the same, active vs. passive investing, stocks might give you 3% annualized over the next decade, and prospective returns on high-yield debt