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Media & Communications
Jim Bianco joined Bloomberg & Fox Business to discuss the Election Betting Markets, the Trump/Powell Trade & the Rotation into Small Caps
July 22, 2024
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.
Newsclips
Is the Economy Surging Again?
July 22, 2024
The most interesting question going into next week is whether the U.S. economy is picking up.
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Q2 2024 Earnings Update: Strong Start to Reporting Season
July 22, 2024
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.
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Quick Comments/What We’re Reading
July 22, 2024
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
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Cartoons
July 22, 2024
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Quick Comments/What We’re Reading
July 19, 2024
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
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Cartoons
July 19, 2024
Media & Communications
Jim Bianco joins Bloomberg Radio to explain why the Fed shouldn’t be cutting rates soon
July 18, 2024
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.
Newsclips
Ditching Momentum for Small Cap Stocks
July 18, 2024
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.
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Quick Comments/What We’re Reading
July 18, 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