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Media & Communications
Jim Bianco joins Bloomberg to discuss the Federal Reserve, Payrolls Report & Bond Market
December 6, 2024
Jim Bianco joins Bloomberg to discuss the Federal Reserve, Payrolls Report & Bond Market with Jonathan Ferro, Annmarie Hordern & Dani Burger.
Focused Research
Employment in Pictures – All About Revisions
December 6, 2024
Hurricanes and strikes led to an extremely low response rate to the payrolls survey in October. After an additional month to collect data, the response rate is now 92%. While this led to a small positive revision to October employment data, the market was expecting a larger bump.
Newsclips
Quick Comments/What We’re Reading
December 6, 2024
Today's topics include a more productive economy, US equity inflows bucking global outflow trend, complacency warnings starting, more on the cost of food, the inflation fight isn't over, buyback record, pensions to dip further into PE investments, and on the latest parabolic crypto rally
Newsclips
Cartoons
December 6, 2024
Newsclips
Quick Comments/What We’re Reading
December 5, 2024
Today's topics include previewing tomorrow's payrolls report, Fedspeak, bonds as a hedge to stocks, some hope for small cap stocks, the odds of a BoJ hike tumble, more on the partisan nature of business owners/executives, the number of billionaires rises, and another crypto milestone
Newsclips
Cartoons
December 5, 2024
Newsclips
Quick Comments/What We’re Reading
December 4, 2024
Today's topics include the OECD's global economic outlook, Fedspeak, the relationship between Treasury yields & relative U.S. stock returns, bullish bond market sentiment, charting tariffs, China's leverage in the tariff war, a bubble checklist, and oil supply & demand
Newsclips
Cartoons
December 4, 2024
Newsclips
Quick Comments/What We’re Reading
December 3, 2024
Today's topics include the jobs market, more on U.S. vs. European valuations, comparing productivity among G7 countries, Fedspeak, politics & sentiment, some technical reasons for stock bullishness, gold vs. stocks, quantifying the return of the carry trade, and the yuan's slide continues
Newsclips
Cartoons
December 3, 2024
pic.twitter.com/hssREza9jK — Elon Musk (@elonmusk) December 1, 2024
Conference Calls
Looking Into 2025
December 2, 2024
A replay of our December 4, 2024 conference call.