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Markets and the Economy Post-Election/Fed
November 4, 2024
A replay of our November 8, 2024 conference call.
Newsclips
Q3 Earnings Update: Earnings Bounce Started Late But Has Picked Up Steam
November 4, 2024
Two-thirds of the way through the Q3 earnings season, better-than-expected earnings are driving full-quarter expectations higher. Expectations for earnings growth had fallen significantly before the reporting season.
Newsclips
Quick Comments/What We’re Reading
November 4, 2024
Today's topics include Timiraos had a busy weekend, El-Erian on Fed policy, checking in on the Fed's reverse repo facility, yields rising in the face of Fed cuts, the Trump trade, a divided economy, and lingering doubts about Chinese stimulus
Newsclips
Cartoons
November 4, 2024
Media & Communications
Jim Bianco joins CNBC to discuss Rising Bond Yields Impact on the Market
November 1, 2024
Jim Bianco joins CNBC to discuss Rising Bond Yields & Fed Rate Cuts with Kelly Evans and Michael Kantrowitz.
Focused Research
Employment in Pictures – Strikes and Weather
November 1, 2024
Weather and strikes have muddied the payroll report's economic signaling. We will have to wait for revisions. The unemployment rate was not muddied, pointing to some strength in the labor market.
Focused Research
Total Return Review – Bonds’ Bad Month & Gold’s Great Year
November 1, 2024
The 10-year lost 3.60% on a total return basis in October, marking one of its worst monthly returns since the pandemic. Gold continues its great year.
Newsclips
Quick Comments/What We’re Reading
November 1, 2024
Today's topics include volatility accelerates, tech takes an earnings hit, China stimulus could be boosting manufacturing activity, U.S. oil production, is the massive AI spend paying off?, election trades, buying an index with stocks at record highs, and Jim talks bitcoin
Newsclips
Cartoons
November 1, 2024
Charts of the Week
World Economic Output by Country
November 1, 2024
The U.S. makes up over a quarter of world GDP. China and Japan have swapped spots in terms of economic output over the past several decades.
Charts of the Week
The Rise of Price-Sensitive Treasury Buyers
November 1, 2024
As foreign central banks and the Federal Reserve own a smaller portion of the U.S. Treasury market, price-sensitive buyers take on increased importance to bond price discovery.