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April 8, 2024
Over 300k jobs were added in March, beating even the most optimistic economist's estimate. The odds of a rate cut at the June FOMC meeting are now a coin toss.
Today's topics include what to think of the market pullback, what if the Federal Reserve is wrong?, a widening opinion gap on the FOMC, relationship between stocks and bonds, on the oil rally, money markey funds hit fresh record, global equity supply, Fed's foreign reverse repo operation drawing attention, active strategies outperformed in Q1, and dumping PE investments at a loss
Today's topics include previewing tomorrow's payrolls report, Powell's take on inflation, measuring opinions on inflation, will the ECB beat the Fed to the first cut?, food prices, financial conditions, AI dominating the small-cap indices as well, betting on a continued rise in the dollar, manufacturing's decline in the U.S., and more on retirement savings
Join us Today, April 3, 2024 for our next conference call
Today's topics include a longer-term look at rate cuts, rising yields matter, the jobs market, refilling the SPR, the art of forecasting, and how much is needed for retirement?
Jim Bianco joins Fox Business to discuss why interest rates matter, recent economic data supporting the "No Landing" scenario & the impact of higher bond yields on the stock market with Charles Payne.
Today's topics include Q1 GDP tracking at 2.8%, pushing back on rate cuts, Ken Griffin concerned about government interest spending, QE at the PBOC?, the case for European equities, mortgage rates change the math on moving homes, and measuring tech's importance to the economy