Central Banks
Updating the Fed’s IOU’s
September 6, 2024
The Fed's cumulative losses since September 7, 2022 now total roughly $193 billion.
The Fed's cumulative losses since September 7, 2022 now total roughly $193 billion.
A long-term look at compute power & the cost of memory
Some interesting charts from our recent posts
Jim Bianco joins Fox Business to discuss tomorrow's Payrolls Report, and what to expect from the Fed and the Market with Charles Payne.
Today's topics include previewing tomorrow's payrolls report, a look at construction jobs, disinversion of the wrong curve, Fedspeak, the case against a 50 basis point rate cut, extreme optimism in the stock market, an eye on BoJ policy & the carry trade, and OPEC feeling the pain of lower crude prices
Today's topics include stocks' rough day, profiling the immigrant workforce, should the Fed cut rates aggressively?, the spike in inflation was not solely a supply problem, housing supply & demand, heavy lies the crown, and checking in on the T+1 transition
The yen carry trade was a hugely profitable trade throughout the post-pandemic period. Over the past three months, however, it lost almost 52%.
Today's topics include seasonality of returns, magic or luck?, re-forecasting 2024 S&P 500 returns, consumer spending remains strong, a widening rally, the cost of housing, equity rally driving record market inflows, households' bullishness on stocks, apartment construction, where is the global travel slowdown?, and smaller size of new companies post-pandemic
Jim Bianco joins CNBC to discuss Sticky Inflation, Immigration/Labor Market Data, Size of Rate Cuts with Rick Santelli.