Weekly Digest
Weekly Research Recap
March 22, 2024
Some interesting charts from our recent posts.
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Page 151 of 801Markets
What Is Neutral?
March 21, 2024
The Fed said the economy is improving and inflation is higher than expected, yet they still want to cut three times this year. Why? They think the federal funds rate is very restrictive. The market is reacting to potential rate cuts as "cheaper money coming" and launching into record territory. We fear this easy money will produce more inflation down the road.
Financial News
Quick Comments/What We’re Reading
March 21, 2024
Today's topics include parsing the dots, inflation 'bumps', not much detail on the taper yesterday, understanding Fedspeak, more on interest costs adding up, the risk for the BoJ moving forward, dispersion among Mag Seven returns, and the mutual fund turns 100
Humor
Cartoons
March 21, 2024
LOL. Seems like a good day to repost this. And you wonder why gold and BTC rocked after JayPow’s presser. They’re all in the bag for nominal growth through November. All of them. pic.twitter.com/yWGvDnjwf9 — Ben Hunt (@EpsilonTheory) March 21, 2024
Markets
Jim Bianco joins Fox Business to discuss today’s FOMC Meeting, No Landing & the Bond Market
March 20, 2024
Jim Bianco joins Fox Business to discuss today's FOMC Meeting, No Landing & the Bond Market with Charles Payne.
Talking Data Podcast
Talking Data – The U.S. Stands Alone
March 20, 2024
In the latest installment of Talking Data, Jim discusses the divergence of U.S. economic growth from the rest of the developed world.
Financial News
Quick Comments/What We’re Reading
March 20, 2024
Today's topics include timing the rate cuts, an eye on liquidity, consumers feeling the squeeze from credit card debt, the haves and have-nots, comparisons to the 90's tech bubble, checking in on CD rates, options volume surpasses share volume, and the problems still facing the BoJ
Humor
Cartoons
March 20, 2024
Financial News
Quick Comments/What We’re Reading
March 19, 2024
Today's topics include Fed cuts: June or bust, Timiraos lays out the Fed's game plan for the year, updating the RRP's usage, Japan ends the era of negative rates, fund managers in risk-on mode, the correlation between the dollar & PE ratios, bank capital rules, and Bitcoin ETF outflows
Humor
Cartoons
March 19, 2024
Markets
The U.S. Stands Alone
March 18, 2024
Every recession or financial crisis changes an economy. The 2020 Covid shutdown/restart was no different. U.S. consumers abandoned savings for spending. The result is a "no-landing" economy and "sticky" inflation. This seems to be unique to the U.S.
Financial News
Quick Comments/What We’re Reading
March 18, 2024
Today's topics include previewing the BoJ meeting, what would a BoJ hike mean for Yen carry trade?, the return of 'higher for longer', searching for the neutral rate, the economy has changed, government borrowing & bond market vigilantes, Shelton on the Fed's role in inflation's decline, commodities trading, and distressed office sales