Today's topics include previewing tomorrow's payrolls report, discussing valuations, easy monetary policy & asset bubbles, an economic sweet spot, understanding sentiment & inflation, the cost of housing, reactions to the UK budget, China injects liquidity through PBOC, and BoJ holds firm while indicating commitment to further rate hikes in necessary
A look at the size of various markets compared to the U.S. economy
Today's topics include a rise in consumer confidence, what is driving the dollar rally?, when do rates take a toll on stocks?, entering a hot period for stocks despite blistering rally, political uncertainty & geopolitical risk, the election & markets, pre-election currency volatility, more eyes on gold, demand tailwinds, and a visual representation of China's housing crisis
Betting markets are discounting a Republican/Trump victory. Financial markets impacted by the election's outcome are trading the same way.
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
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.
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
Jim Bianco joins Bloomberg to discuss the Election, Bond Market Volatility & the Federal Reserve with Jonathan Ferro & Annmarie Hordern.