Markets
Is the Economy Surging Again?
July 22, 2024
The most interesting question going into next week is whether the U.S. economy is picking up.
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Page 121 of 801Earnings
Q2 2024 Earnings Update: Strong Start to Reporting Season
July 22, 2024
We are a few weeks into Q2 2024 earnings season. Expectations for Q2 have remained stable throughout 2024, with forecasts of nearing 10% year-over-year growth.
Financial News
Quick Comments/What We’re Reading
July 22, 2024
Today's topics include the Trump trade - does it exist?, waiting for a September rate cut, debt concerns, the rotation into small cap stocks, top secret bank ratings, and election betting update
Humor
Cartoons
July 22, 2024
Financial News
Quick Comments/What We’re Reading
July 19, 2024
Today's topics include timing a rate cut, Fedspeak, when will AI benefit someone other than Nvidia?, repent! the end is nigh, looking ahead to the QRA, inflation & money supply, small caps vs. large caps, China's holdings of U.S. stocks & bonds, and mortgage rates hit lowest level since march
Humor
Cartoons
July 19, 2024
Markets
Bianco Research Conference Call Replay & Notes: “The Economy and the Election”
July 18, 2024
Mixed economic data continues whipsawing the markets with payrolls coming in stronger than expected and inflation coming in lower than expected. Meanwhile, a crazy election cycle has yet to move the markets in any meaningful way.
Markets
Jim Bianco joins Bloomberg Radio to explain why the Fed shouldn’t be cutting rates soon
July 18, 2024
Jim Bianco joins Bloomberg Radio to discuss why the Fed shouldn’t be cutting rates soon, higher neutral rates, the rotation to small caps, the election year effects on the Fed and the stock market, and why stocks are taking cues from interest rates with Tom Keene & Paul Sweeney.
Stocks
Ditching Momentum for Small Cap Stocks
July 18, 2024
Powell and other Fed officials have signaled if economic data cooperates, a cut is coming soon. This sparked a rotation into small caps and away from the winners of 2024.
Conference Call
The Economy and the Election
July 18, 2024
Join us today, July 18, for our next conference call.
Financial News
Quick Comments/What We’re Reading
July 18, 2024
Today's topics include the case for a July rate cut, Pimco VP says not to worry about government debt, how strong is the dollar?, the cynical take on AI, an eye on economic activity, a political angle on the housing affordability, and breaking down the world's largest firms
Humor
Cartoons
July 18, 2024