Conference Call
You’re Only as Good as Your Weakest Assumption
August 26, 2024
A replay of our August 29, 2024 conference call.
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You’re Only as Good as Your Weakest Assumption
August 26, 2024
At Jackson Hole Chairman Powell said, "The time has come" to start cutting rates. He expressed concern about the labor market. However, the labor market has undergone epic changes post-pandemic, and interpreting its data is very complicated. A credible case can be made that the labor market is still robust, and stimulating the economy could produce more inflation.
Financial News
Quick Comments/What We’re Reading
August 26, 2024
Today's topics include reviewing Powell's Jackson Hole speech, inflation by income deciles, in search of neutral, central banks' safety net, a tipping point for the Beveridge Curve?, the carry trade lives on, making the case for emerging markets, and an eye on shipping rates
Humor
Cartoons
August 26, 2024
Markets
Jim Bianco joins Fox Business to discuss Fed Chairman Powell’s Speech, the Economy & Labor Market
August 23, 2024
Jim Bianco joins Fox Business to discuss Fed Chairman Powell’s Speech, the Economy & Labor Market with Charles Payne.
Markets
Jim Bianco joins CNBC to discuss Chairman Powell’s Speech and the U.S. Economy
August 23, 2024
Jim Bianco joins CNBC to recap Chairman Powell’s Speech and the Economy with Sara Eisen and Carl Quintanilla.
Financial News
Quick Comments/What We’re Reading
August 23, 2024
Today's topics include breaking down the reasons for rising unemployment, does the Fed need to cut rates?, the full Jackson Hole schedule, market implications for Jackson Hole, timing the rate cuts, Treasury policy as a form of stimulus, the shift to deglobalization, and the BoJ probably isn't done hiking rates
Humor
Cartoons
August 23, 2024
Yield Curve
The 20-Year Kink in the Curve
August 23, 2024
With four years of issuance to analyze, the 20-year bond has proven to be an expensive form of debt for the U.S. taxpayer.
Economy
Small Business Owners Face Uncertainty
August 23, 2024
The NFIB Small Business Uncertainty Index is at a level rarely seen over the past five decades.
Markets
Housing Becomes Less Affordable for First-Time Homebuyers
August 23, 2024
Homebuyers enjoyed a relatively affordable market in the decade following the housing crash. The recent rise in prices and mortgage rates put homeownership out of reach for many prospective first-time buyers.
Economy
The State of the Federal Deficit
August 23, 2024
The current deficit and spending is consistent with prior recessionary levels.