Jim Bianco joined Bloomberg & Fox Business to discuss the Election Betting Markets, the Trump/Powell Trade & the Rotation into Small Caps with Jonathan Ferro, Lisa Abramowicz & Annmarie Hordern of Bloomberg, along with Charles Payne of Fox Business.
The most interesting question going into next week is whether the U.S. economy is picking up.
We are a few weeks into Q2 2024 earnings season. Expectations for Q2 have remained stable throughout 2024, with forecasts of nearing 10% year-over-year growth.
Today's topics include the Trump trade - does it exist?, waiting for a September rate cut, debt concerns, the rotation into small cap stocks, top secret bank ratings, and election betting update
Today's topics include timing a rate cut, Fedspeak, when will AI benefit someone other than Nvidia?, repent! the end is nigh, looking ahead to the QRA, inflation & money supply, small caps vs. large caps, China's holdings of U.S. stocks & bonds, and mortgage rates hit lowest level since march
Jim Bianco joins Bloomberg Radio to discuss why the Fed shouldn’t be cutting rates soon, higher neutral rates, the rotation to small caps, the election year effects on the Fed and the stock market, and why stocks are taking cues from interest rates with Tom Keene & Paul Sweeney.
Powell and other Fed officials have signaled if economic data cooperates, a cut is coming soon. This sparked a rotation into small caps and away from the winners of 2024.
Today's topics include the case for a July rate cut, Pimco VP says not to worry about government debt, how strong is the dollar?, the cynical take on AI, an eye on economic activity, a political angle on the housing affordability, and breaking down the world's largest firms
The Fed raised interest rates 500 basis points since 2021. As markets price in a September rate cut, banks are back in focus at the start of earnings season.