Today's topics include the market's reaction to Trump's victory, the economic implications of a red wave, don't expect definitive answers from tomorrow's FOMC meeting, fed funds traders haven't changed their thinking too much, inflation's role in the election, tracking the Fed's QT & bank reserves, and BoJ communication
Jim Bianco joins Fox Business to discuss Market Volatility, Election Proxies & Betting Markets with Charles Payne.
Risk assets have had a great 2024. Investors seem willing to add to risky bets despite several volatility events between now and year-end.
Today's topics include it's election day!, politics & the stock market, what challenges await tonight's winner?, bond vigilantes put Fed in check, the case to hold onto stocks despite valuations, kicking the fiscal can down the road, global debt surpasses $100 trillion, and Vanguard closing in on largest ETF
A replay of our November 8, 2024 conference call.
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.
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
Jim Bianco joins CNBC to discuss Rising Bond Yields & Fed Rate Cuts with Kelly Evans and Michael Kantrowitz.
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.