Newsclips
The Election and the Markets
October 29, 2024
Betting markets are discounting a Republican/Trump victory. Financial markets impacted by the election's outcome are trading the same way.
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Quick Comments/What We’re Reading
October 29, 2024
Today's topics include part one of the Treasury's refunding announcement, rising yields in the face of rate cuts, results of yesterday's Treasury auctions, momentum vs. valuation in the short-term, a good sign from CEOs?, tech earnings, China's uneven economic slowdown, sizing up China's stimulus package, and the BoJ continues to walk a fine line
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Cartoons
October 29, 2024
Newsclips
Q3 2024 Earnings Update: Unimpressive Beat Rate Compared to Previous Quarters
October 28, 2024
We are more than a third of the way through Q3 earnings season. Expectations for earnings growth have fallen significantly since late 2023. It remains to be seen if companies can beat estimates at rates similar to those of past quarters.
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Quick Comments/What We’re Reading
October 28, 2024
Today's topics include a note on an anomalous payrolls report, another view of the labor market, Timiraos gauges how each candidate would affect inflation, a big couple weeks for the bond market, the Treasury's quarterly refunding announcement, housing supply & demand, and the BoJ's communication breakdown
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Cartoons
October 28, 2024
Media & Communications
Jim Bianco joins Bloomberg to discuss the Election, Bond Market Volatility & the Federal Reserve
October 25, 2024
Jim Bianco joins Bloomberg to discuss the Election, Bond Market Volatility & the Federal Reserve with Jonathan Ferro & Annmarie Hordern.
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Quick Comments/What We’re Reading
October 25, 2024
Today's topics include existing home sales don't look good, the Fed doesn't have an understanding of inflation, yen carry & tech stocks, the IMF declares inflation beaten, what to think of China's stimulus, Jurrian Timmer comments on RRP & the TGA, money markets climb to new high, new leveraged loan record, investing for the long run, and global population decline
Newsclips
Cartoons
October 25, 2024
Charts of the Week
Wealthy Households Still Driving Retail Spending
October 25, 2024
While official retail sales data remains strong, lower-income household spending has been somewhat stagnant for a couple years now.
Charts of the Week
Biggest Rise in Yields After Rate Cuts Begin
October 25, 2024
10-year yields have risen almost 60 basis points since the Fed started cutting rates, more than any other period after a first rate cut since at least 1989.
Charts of the Week
Updating the Election Horserace
October 25, 2024
This week's update looks at presidential betting, Electoral College betting, the polls, the election models and the potential of a red wave.