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Total Return Review – The Fall of the Yen Carry Trade
September 3, 2024
The yen carry trade was a hugely profitable trade throughout the post-pandemic period. Over the past three months, however, it lost almost 52%.
Newsclips
Quick Comments/What We’re Reading
September 3, 2024
Today's topics include seasonality of returns, magic or luck?, re-forecasting 2024 S&P 500 returns, consumer spending remains strong, a widening rally, the cost of housing, equity rally driving record market inflows, households' bullishness on stocks, apartment construction, where is the global travel slowdown?, and smaller size of new companies post-pandemic
Newsclips
Cartoons
September 3, 2024
Media & Communications
Jim Bianco joins CNBC to discuss Sticky Inflation, Immigration/Labor Market Data, Size of Rate Cuts
August 30, 2024
Jim Bianco joins CNBC to discuss Sticky Inflation, Immigration/Labor Market Data, Size of Rate Cuts with Rick Santelli.
Focused Research
Monthly Fund Flows – Passive Funds Continue to Grow
August 30, 2024
Passive ETFs and mutual funds make up over half of all fund assets. Active managers have voiced their concern.
Newsclips
Quick Comments/What We’re Reading
August 30, 2024
Today's topics include a strong us economy, some watching for a slowdown, looking to add more bonds into portfolios, money market funds keep the momentum going, lack of housing affordability showing up in pending home sales, is this a 'soft landing?', tracking labor force growth, squandering the advantage of having the world's reserve currency, eyes on the bond market & yield curve, normalizing economic shocks, global government debt levels, some concerns in Japan, and other concerns in China
Newsclips
Cartoons
August 30, 2024
Newsclips
Quick Comments/What We’re Reading
August 29, 2024
Today's topics include rate cuts work on a long & variable lag, Fedspeak, can central banks really control inflation expectations?, the effects of a weaker dollar, China's unique economy, Nvidia's lofty expectations, and Berkshire hits $1 trillion
Newsclips
Cartoons
August 29, 2024
Newsclips
Quick Comments/What We’re Reading
August 28, 2024
Today's topics include office vacancies, the Fed's path ahead, stocks after the rate cut, corporate sentiment improving, more on payroll revisions, bond bullishness, market breadth broadened out after August selloff, retail traders might have left options behind, taking a look at Nvidia before earnings, Nvidia attracts volatility, where is the recession?, the BoJ presses on, China's large-scale issuance of government debt stokes fears, and junk volumes