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Financial News

Quick Comments/What We’re Reading

August 30, 2024

Today's topics include a strong us economy, some watching for a slowdown, looking to add more bonds into portfolios, money market funds keep the momentum going, lack of housing affordability showing up in pending home sales, is this a 'soft landing?', tracking labor force growth, squandering the advantage of having the world's reserve currency, eyes on the bond market & yield curve, normalizing economic shocks, global government debt levels, some concerns in Japan, and other concerns in China

Markets

Bianco Research Conference Call Replay & Notes: You’re Only as Good as Your Weakest Assumption

August 29, 2024

At Jackson Hole, Chairman Powell said, “The time has come” to cut rates. He expressed concern about the labor market and suggested inflation has been defeated. However, the labor market has undergone epic changes post-pandemic and interpreting inflation data is very complicated. A credible case can be made that the labor market is still robust and inflation is bottoming around 3%. Stimulating such an economy could produce more inflation.

Financial News

Quick Comments/What We’re Reading

August 28, 2024

Today's topics include office vacancies, the Fed's path ahead, stocks after the rate cut, corporate sentiment improving, more on payroll revisions, bond bullishness, market breadth broadened out after August selloff, retail traders might have left options behind, taking a look at Nvidia before earnings, Nvidia attracts volatility, where is the recession?, the BoJ presses on, China's large-scale issuance of government debt stokes fears, and junk volumes
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