Today's topics include a top-heavy market, Nvidia's 'vendor financing' criticism, government shutdown begins, ETF flows, mortgage rate breakdown in the U.S., falling oil prices, is AI taking jobs?, and student loan debt & gen x
ETFs have become a dominant force in U.S. trading since their inception in 1993.
The Bianco Research Fixed Income Total Return Index is set for higher rates and a steeper curve, overweight MBS, underweight corporates, with conviction in EM debt and short-term TIPS. Join us Thursday to discuss the drivers.
Today's topics include no jobs data in the event of a shutdown, the economy relies on the consumer, Treasury buyers, doing away with the fed funds rate, the cost of energy in the U.S., credit market conditions, and Fedspeak
The Bianco Research Fixed Income Total Return Index is set for higher rates and a steeper curve, overweight MBS, underweight corporates, with conviction in EM debt and short-term TIPS. Join us Thursday to discuss the drivers.
The economy appears strong, inflation seems sticky, the stock market is hitting new highs while credit spreads are at generational lows, and the market may even be signaling that the Fed is now neutral.
Jim Bianco joins Bloomberg to discuss Fed Division, the Fed's Inflation Target & the Labor Market with Jonathan Ferro & Lisa Abramowicz.
Jim Bianco joins Bloomberg to discuss Fed Division, the Fed's Inflation Target & the Labor Market with Jonathan Ferro & Lisa Abramowicz.
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Today's topics include will the government shut down tomorrow night?, scrutinizing Miran's change of heart on the neutral rate, Supreme Court responds to Cook, Barkin mentions high degree of uncertainty, the race for Fed chair, the Fed's balance sheet, comparing global financial asset growth, narrow corporate spreads, and blockchain coming to the SWIFT payment system