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Focused Research
Inflation Watch – Right at Expectations
November 13, 2024
October's inflation data came in right at expectations. Fed funds traders increased their expectations for a December rate cut slightly.
Newsclips
Quick Comments/What We’re Reading
November 13, 2024
Today's topics include hot inflation could back Fed into an uneasy corner, more on massive ETF flows, dollar rally, yen weakening could spark intervention, financial conditions continue to ease, stocks outside the U.S. haven't enjoyed the same gains, India's equity markets & household savings, and more FTX drama
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Cartoons
November 13, 2024
Newsclips
Q3 Earnings Update: Positive Bottom Line Momentum
November 12, 2024
As we near the end of Q3 reporting season, better-than-expected earnings are driving full-quarter expectations higher. Expectations for earnings growth had fallen significantly before the reporting season.
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Quick Comments/What We’re Reading
November 12, 2024
Today's topics include previewing tomorrow's CPI report, rising yields in a rate-cutting environment, inflation expectations, Fedspeak, investing in a reflationary environment, when will QT end?, Trump vs. the Fed, and massive flows into risk-on ETFs
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Cartoons
November 12, 2024
Media & Communications
Jim Bianco Discusses How the Election & Yesterday’s Fed Meeting Will Affect the Economy & US Markets
November 8, 2024
Jim Bianco joins Bloomberg to discuss how the Election & Yesterday’s Fed Meeting will affect the Economy & US Markets with Jonathan Ferro, Lisa Abramowicz & Annmarie Hordern.
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Quick Comments/What We’re Reading
November 8, 2024
Today's topics include did yesterday change traders' thinking on the Fed's path?, Powell dismisses the rise in rates, the decomposition of higher yields, Timiraos gauges the likelihood of a soft landing, treasury volatility falls in wake of election & Fed meeting, understanding Fedspeak, some details on Chinese stimulus, the ramifications of possible Chinese tariffs, and crypto rides the trump train
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Cartoons
November 8, 2024
Newsclips
Quick Comments/What We’re Reading
November 7, 2024
Today's topics include on yesterday's big market moves, the rise of thematic ETFs, concern over growing CRE risks, worlds richest got richer yesterday, small caps rip higher after election, the president & Fed independence, making the case for flexible inflation targeting, Japanese wage growth, more China stimulus measures, pro-crypto election sends crypto on a run, and pollsters were the real losers of the 2024 election