Today's topics include how long will the government shutdown last?, no volatility without economic data, measures to watch until official data returns, which economic data matters most to traders?, updating stock market concentration, today's sign of irrational exuberance, and pushing back on the idea of gold as a safe haven
Today's topics include understanding the economy without public data, is US economic activity a sum of parts?, the gold trade, Fedspeak you might have missed, more thoughts on the credit market, hedging volatility, abandoning the steepener trade?, and US markets = AI trade
The U.S. equity market is top-heavy, richly valued, and sold on the AI narrative. How should you think about markets in this environment?
Today's topics include Dudley opines on the Fed & rates, liquidity concerns, credit market risks, the coming soybean bailout, thoughts on the housing market shortage, complex options strategies continue to become more readily available for retail, hard to deny strong growth, AI & productivity, how far will AI capex go?, and a bleak retirement picture
Jim Bianco joins Fox Business to discuss the VIX, Retail Investors vs Wall Street, Froth in the Market & Division at the Federal Reserve over the Labor Market with Charles Payne.
Join us today, October 2, 2025 for our next conference call.
Today's topics include impact of the shutdown, previewing the payrolls report (in case it is released on Friday), relying on private data in the absence of government data, Lisa Cook to remain at Fed until case in January, how have markets reacted to past shutdowns?, Summers not buying what Miran's selling, shadow bank lending, declining manufacturing productivity, and gold's rise resumed in September
Gold has trended higher this year as inflation remains above the Fed's 2% target. The dollar has depreciated as fiscal concerns grow.