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Newsclips
Quick Comments/What We’re Reading
January 7, 2025
Today's topics include what I learned in my first year managing fixed income, bonds offer a yield again, TIPS vs. treasuries, European natural gas storage, Fedspeak, Barr to step down as Fed vice chair, the idea of permanently doing away with debt ceiling, stock market breadth, and bankruptcies on the rise
Newsclips
Cartoons
January 7, 2025
Newsclips
Quick Comments/What We’re Reading
January 6, 2025
Today's topics include what rates mean to stocks, be careful with seasonality data, central banks expect to continue cutting rates in 2025, Fedspeak, the Fed's communication breakdown, cracks in the labor market, how high can profit margins go?, Bernanke weighs in on Trumponomics, the U.S. vs. the rest of the world, and free markets need creative destruction
Newsclips
Cartoons
January 6, 2025
Media & Communications
Jim Bianco joins Fox Business to discuss the K-Shaped Economy, Stubborn Sticky Inflation & Tariffs
January 3, 2025
Jim Bianco joins Fox Business to discuss the K-Shaped Economy, Stubborn Sticky Inflation & Tariffs with Charles Payne.
Conference Calls
Where Do Bonds Fit in a Diversified Portfolio?
January 3, 2025
A replay of our January 7, 2025 conference call.
Newsclips
Quick Comments/What We’re Reading
January 3, 2025
Today's topics include high current returns bring lower future returns..., ...but time in the market matters more than market timing, immigration's effect on the labor market, productivity, how to lower the deficit, bank reserves at year-end, the first or last week of the year doesn't matter more than any other week, target date funds shaping investment allocations, and bitcoin ETF flows
Newsclips
Cartoons
January 3, 2025
Charts of the Week
What Is Term Premium Telling Us?
January 3, 2025
Is the rise in term premium a worrisome risk warning or a return to norms seen pre-QE?
Charts of the Week
U.S. ETFs Own Over 5% of Bitcoin Supply
January 3, 2025
Bitcoin ETFs currently own about 5.5% of all circulating bitcoin. While they offer exposure to crypto's price action, they might be a source of concern for real adoption of a decentralized, censorship-resistant currency.
Charts of the Week
SOFR Hits Upper End of Fed’s Range at Year-End
January 3, 2025
SOFR rose above the top end of the Fed's target range for the second quarter-end in a row. Usage of the Fed's Standing Repo Facility remains low, however.