Today's topics include sticky inflation, wages vs. inflation, more Fedspeak confirming higher for longer, rate cut expectations, corporate net interest income, what is the proper level of bank reserves?, sentiment analysis on the beige book, the dollar, and the calls for 'no landing' grow
Today's topics include higher for longer is now the base case, central banks' 2% inflation target, economic growth around the world, managers shed bond exposure, market reaction to Middle East escalation, housing affordability, quantifying wealth by generation, and AI will require massive amounts of energy
The bond market is again tracking historic year-to-date losses. The global fund manager started the year with a record bullish position and is experiencing much pain. Stocks have begun to notice.
Today's topics include Treasury yields vs. dividend yields, tax payments drain the Reverse Repo Facility, Daly sees no urgency to cut rates, the latest Bank of America survey, when forecasts go wrong, shadow banking, checking in on Russian crude shipments, and the jump in electricity prices
Q1 2024 earnings season started this week. Expectations are still positive but have declined significantly since the start of the year even as the US economy beats expectations.
Today's topics include which companies feel the pinch of 'higher for longer'?, monetary policy's long & variable lag, U.S. GDP forecasts, the effect of index rebalancing, who will buy all the debt?, reasons for a sustained rally in gold, and the pessimistic consumer
Jim Bianco discusses the Re-Thinking of Fed Cuts and the Path of Inflation, Geopolitical Concerns, the start of Earnings Season, Consumer Sentiment & Fed Speak with Charles Payne from MoneyShow's 2024 Investment Masters Symposium.
Stocks have surpassed all-time highs and volatility has remained quiet in 2024 as the US economy breezes past calls for a recession. Sticky inflation and higher rates can change things.