Conference Call
The “Last Mile” Gets Bumpier
April 1, 2024
A replay of our April 3, 2024 conference call.
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Page 148 of 801Data Reports
Total Return Review – U.S. Stocks Outperform
April 1, 2024
U.S. stocks have handily outperformed stocks from the rest of the world since the beginning of 2023, largely on the back of the Magnificent Seven.
Data Reports
Monthly Fund Flows – Retail Money Market Funds Continue Growing
April 1, 2024
Money continues to flow into retail money market funds. Banks are left with the option of raising deposit rates, which squeezes margins, or watching customers walk out the door.
Financial News
Quick Comments/What We’re Reading
April 1, 2024
Today's topics include equities vs uncertainty, watching for another 'bank walk', Mag7 becomes Fab4, another reminder on CRE maturity wall, equities still did well without Mag7 outperformance, how much trust should we put in official jobs numbers?, credit demand remains strong, a strong dollar, and regulating AI
Humor
Cartoons
April 1, 2024
Talking Data Podcast
Talking Data – Observable Rates
March 28, 2024
In the latest installment of Talking Data, Jim discusses the outlook for the Bianco Research Fixed-Income Total Return Index (BTRINDX) and the ETF that tracks it, the Wisdom Tree Bianco Total Return Fund (WTBN).
Financial News
Quick Comments/What We’re Reading
March 28, 2024
Today's topics include to cut or not to cut?, gas prices, can the Fed thread the needle on a soft landing?, when strength is a weakness, momentum factor driving markets, Treasury auctions have been strong recently, elections & market volatility, and Chinese property sector crisis continues to unfold
Humor
Cartoons
March 28, 2024
Inflation
Inflation Hits Income Groups Differently
March 28, 2024
In the post-pandemic economy, low-income groups have experienced inflation of roughly 2% more than high-income groups.
Bonds
Checking in on T-Bill Issuance
March 28, 2024
T-bills are accounting for a rising percentage of outstanding debt in the U.S., surpassing the 20% limit typically advocated by the TBAC.
Markets
Vanguard, America’s Largest Funds
March 28, 2024
Vanguard's biggest funds tracking the S&P 500 and Total Stock Market Index collectively have $2.65 trillion in assets under management, or just shy of 5% of U.S. stocks.
Stocks
Tesla Loses Steam Against Other Automakers
March 28, 2024
Other automakers are catching up to Tesla