Earnings
Profiling Banks After Earnings
July 17, 2024
The Fed raised interest rates 500 basis points since 2021. As markets price in a September rate cut, banks are back in focus at the start of earnings season.
The Fed raised interest rates 500 basis points since 2021. As markets price in a September rate cut, banks are back in focus at the start of earnings season.
Today's topics include just how far is the Fed from a cut?, how many cuts in 2024?, on Fed independence, tracking S&P 500 earnings growth, transitioning from mutual fund to ETF investing, investment banking deals surge, auto repos up 23%, and mapping policy in a second Trump presidency
Today's topics include three rate cuts in 2024?, liquidity & returns, Powell gains confidence on inflation, when economic predictors miss their mark, a history on large cap valuations, an update on the small cap rotation since the CPI report, U.S. debt continues to pile up, and is a 6.5% mortgage rate the magic number?
Jim Bianco joins Fox Business to discuss Election Betting Odds, Wall Street Adjustments due to the Election & Bitcoin/Crypto Markets Response with Charles Payne.
A replay of our July 18, 2024 conference call.
Q2 2024 earnings season started last week with bank earnings. Expectations for Q2 have remained stable throughout 2024, with forecasts of over 8% year-over-year growth heading into reporting.
Today's topics include checking in on the odds of a rate cut, should the Fed cut rates?, election update, the post-CPI stock rotation, global debt, banks' net interest margins, a critical look at private equity, crude oil production, and the housing market
Jim Bianco joins Bloomberg to discuss the market impact of the attempted Trump assassination, the Election & the Economy.
There should be zero rate cuts this year, says Jim Bianco. However, he suspects the Fed will probably cut rates in September. He also gives his take on what to expect from markets next week.