Today's topics include previewing tomorrow's GDP release, the drivers of inflation, Jamie Dimon on the prospects of a soft landing, the power of petrodollars, today's five-year auction to test demand, dangers of a strong dollar, could the ECB be one & done?, and private equity
Jim Bianco joins Fox Business to discuss “No Landing,” Inflation & the Federal Reserve with Charles Payne.
The pandemic caused massive supply chain disruptions that originated on the production side. The current shipping disruption could cause more supply chain issues, this time from the shipment side.
Today's topics include are 5% 10-year treasury yields possible again?, where will the target rate end the year?, divergent global monetary policy, the dollar's rise, lower income loan stress, and U.S. oil production
A summary and replay of our April 25, 2024 conference call
Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin with Oliver Renick.
The level of deficit spending will not be solved at the ballot box. It will be solved by the market imposing discipline. When this will happen is an open question. The UK mini-budget debacle in September 2022 offers a potent roadmap.
Q1 2024 earnings season is underway. Expectations are positive but have declined significantly since the start of the year even as the US economy beats expectations.
Today's topics include do yields matter to stocks?, forecasting vs. scenario analysis, the TGA swells as tax payments are made, keep an eye on this week's treasury auctions, stimulus sets the U.S. apart, earnings expectations, betting on a strong dollar, and high yield