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February 29, 2024
Synchronized global growth was an assumed in the previous cycle. Since the Covid-19 pandemic, the United States has diverged from other developed economies in more than one way. This divergence could be the reason so many have been so wrong about the U.S. economy.
Today's topics include shelter inflation, inflation expectations on the rise, the relationship between unemployment & job vacancies, making the case against a stock market bubble, speculators betting on lower grain prices, the math is still not supportive of office prices, Europe's debt frenzy, and spot ETH ETFs face bigger hurdles than spot BTC ETFs
Today's topics include Fed officials urge patience on rate cuts, explaining gloomy consumer sentiment, statistically speaking about the stock market rally, stock market concentration, raising capital: debt vs. equity, wall street groupthink, Jamie Dimon pushes back on soft landing narrative, and the dynamic dollar
We are nearing the end of Q4 2023 earnings season. Earnings expectations were declining into reporting season, but stronger-than-expected results pushed quarterly growth higher.
Today's topics include talkin' Fed policy & inflation, the Fed's reverse repo facility is running out of ammo, recession odds & rate cuts, treasury yields remain high, previewing Thursday's PCE release, deflation vs. disinflation, some math on stretched valuations & a continued stock rally, the housing market, money market funds continue to attract cash, and an eye on debt servicing costs
Jim Bianco joins Fox Business to discuss the Bond Market, the No Landing Scenario & Optimism in the Market with Charles Payne.
Today's topics include Fed officials still pushing back in easing timeline, US households love stocks, bubble? what bubble?, state of the real estate market, stock splits die out while reverse splits rage on, betting against holders of CRE loans, China's issues continue, and what will Buffett do with his cash hoard?