Today's topics include future earnings estimates, more on the Mar-a-Lago accord, bond market vs. DOGE, unaffordable housing market for low earners, egg production at 2016 levels, investor vs. consumer sentiment, hedge fund performance, and cryptos take a hit
The Q4 2024 earnings season is nearing its end. Full-quarter growth is poised to beat initial expectations.
The Commitment of Traders report is meant for investors to gauge positioning changes among different types of market participants.
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
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. Watch the replay… <a class="more-link" href="https://www.biancoresearch.com/conference-call-replay-notes-detailing-the-rumored-mar-a-lago-accord/">Continue reading <span class="screen-reader-text">Conference Call Replay & Notes – Detailing the Rumored Mar-a-Lago Accord</span></a>
Join us today, February 20, 2025 for our next conference call.
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