Newsclips
The Implications of Global Quantitative Tightening
August 27, 2024
While market participants are focused on the coming rate cut cycle, global central banks are still removing liquidity with QT roll-offs.
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Quick Comments/What We’re Reading
August 27, 2024
Today's topics include a 25 basis point cut comes into focus, quantifying the extra savings from locked-in mortgages, housing affordability, an eye on private repo market, the yuan carry trade, market valuations, cracks in consumer spending, and money markets still seeing inflows
Newsclips
Cartoons
August 27, 2024
Conference Calls
You’re Only as Good as Your Weakest Assumption
August 26, 2024
A replay of our August 29, 2024 conference call.
Newsclips
You’re Only as Good as Your Weakest Assumption
August 26, 2024
At Jackson Hole Chairman Powell said, "The time has come" to start cutting rates. He expressed concern about the labor market. However, the labor market has undergone epic changes post-pandemic, and interpreting its data is very complicated. A credible case can be made that the labor market is still robust, and stimulating the economy could produce more inflation.
Newsclips
Quick Comments/What We’re Reading
August 26, 2024
Today's topics include reviewing Powell's Jackson Hole speech, inflation by income deciles, in search of neutral, central banks' safety net, a tipping point for the Beveridge Curve?, the carry trade lives on, making the case for emerging markets, and an eye on shipping rates
Newsclips
Cartoons
August 26, 2024
Media & Communications
Jim Bianco joins Fox Business to discuss Fed Chairman Powell’s Speech, the Economy & Labor Market
August 23, 2024
Jim Bianco joins Fox Business to discuss Fed Chairman Powell’s Speech, the Economy & Labor Market with Charles Payne.
Media & Communications
Jim Bianco joins CNBC to discuss Chairman Powell’s Speech and the U.S. Economy
August 23, 2024
Jim Bianco joins CNBC to recap Chairman Powell’s Speech and the Economy with Sara Eisen and Carl Quintanilla.
Newsclips
Quick Comments/What We’re Reading
August 23, 2024
Today's topics include breaking down the reasons for rising unemployment, does the Fed need to cut rates?, the full Jackson Hole schedule, market implications for Jackson Hole, timing the rate cuts, Treasury policy as a form of stimulus, the shift to deglobalization, and the BoJ probably isn't done hiking rates
Newsclips
Cartoons
August 23, 2024
Charts of the Week
The 20-Year Kink in the Curve
August 23, 2024
With four years of issuance to analyze, the 20-year bond has proven to be an expensive form of debt for the U.S. taxpayer.