Today's topics include still no clarity on 25 vs. 50, what to expect if the Fed cuts 50, the BoJ's delicate task of zigging when everyone is zagging, slowing wage growth, fiscal spending, consumer confidence & the stock market, mortgage rates have to move much lower to affect housing market, and natural gas supply/demand
Jim Bianco joins Fox Business to discuss Wednesday's FOMC Meeting and Fed Policy with Charles Payne.
Today's topics include the 25 vs. 50 debate continues, looking beyond this week's meeting, is a unanimous vote really necessary?, the Fed vs. other central banks, stocks' response to rate cuts depends on reason for cuts, housing affordability, updating the Mag Seven vs. the rest, an eye on delinquent loans, and hedge funds short brent crude for first time since at least 2011
Today's topics include now we have Fed uncertainty?, real rates see new high, stocks versus bonds, what is driving equity markets?, small-caps vs large-caps, more on the demand hit to crude, record low on China's 10-year yield, defensive sector rotation, the political struggle over housing affordability, and the prospects of an American sovereign wealth fund
Many U.S. companies are reportedly pushing off public offerings due to uncertainty surrounding the election and Fed policy. IPO's track record over the last couple years are likely also a big reason for companies' reluctance to go public.
The portion of the high-yield universe made up by the riskiest bonds has dwindled since 2009.
For the last few decades the U.S. has been in a low interest rate environment where deficit spending would not cause major issues. A 40-year high in inflation and the higher rates that followed are stressing the country's finances.
The data suggests this race is too close to call. Last week (pre-debate), Trump had a slight lead among bettors. This week, Harris has a slight lead. Post-debate polls will be rolling in next week.
Several liquidity charts worth watching as the Fed's reverse repo facility continues to be drained