Today's topics include attempting to project the Fed's path, long bond wagers lose traction pre-FOMC, more on momentum trading in 2024, are higher rates necessary?, forecasting an oil glut, defending the Euro, the persistence of work from home & its impact, private equity could struggle for returns in higher for longer environment, synthetic risk transfers...where hidden threats lie, and China's inflation measures hold steady
Today's topics include previewing tomorrow's CPI report, Timiraos offers thoughts on FOMC meeting, the odds of rate cuts heading into tomorrow's CPI release, quantifying rate cuts across the globe, using ChatGPT to beat the market, post-pandemic productivity, small business optimism, and Russian oil
Today's topics include more on Friday's jobs report, bond market volatility, the wealth effect keeps recession at bay, synchronized global monetary policy, inflation sentiment & the target rate, central bank policy as elections draw near, signs of volatility beyond the VIX, previewing this week's FOMC meeting, your daily story on stock market concentration, and the housing market
This morning's payroll number beat estimates of around 185k. This marks 24 of the last 29 months that the initial payroll release has beaten Wall Street estimates.
Today's topics include impact of diverging central banks, food inflation, zombie companies, what do rate cuts mean?, Nvidia stock splits monday, retail investors & real estate investments, bond flows, highlighting risks in private equity space, watching a mania unfold...again, and Bitcoin approaching fresh record
Is the economy slowing? When will the deficit matter? How dominant are momentum stocks?
Join us Today, June 6, 2024 for our next conference call.
Today's topics include previewing tomorrow's payrolls report, revisions incoming for the payrolls data?, a former Fed official calls for improvements to the dot plot, the Fed vs. the ECB, the deficit, stock market concentration, cash vs. the equal-weighted S&P index, and passive equity money ready to get more active?