Newsclips
Total Return Review – Stocks & Bonds at the Halfway Point of 2024
July 1, 2024
Stocks outperformed bonds by a wide margin in the first half of 2024.
Stocks outperformed bonds by a wide margin in the first half of 2024.
Today's topics include government debt, China's bond market, after hours trading, earnings season is coming, what will central banks do?, lumber prices, and income gains.
Differentiating 'allocator' ETF flows from 'trader' ETF flows
Today's topics include about last night, no more bears?, travel records, trapped in a cheap mortgage, the U.S. economy outperforms, French spreads widening, and the U.S. stock market vs. the world.
Today's topics include stocks closing in on great first half of the year, the labor market, the Fed's choose-your-own-adventure approach, housing valuations, the yen is fighting an uphill battle, record TLT inflows, the petrodollar is not dead, and hedge funds selling tech stocks.
Jim Bianco joins Fox Business to discuss the relationship between Japanese Yen Intervention & U.S. Bond Yields, along with the Psychological Toll of Inflation with Charles Payne.
Today's topics include Treasury market liquidity, Fedspeak, the basis trade, quantifying the sources of monetary policy tightening, an eye on the yen, checking in on the odds of a rate cut, a new prediction market, and politics & sentiment.
Today's topics include when will the Fed return to profitability?, calling for more accountability at the Fed, more on T-bills' share of issuance, Mary Daly has concerns about the labor market, mean vs. median inflation expectations, people expect to retire earlier in life, Larry Summers reiterates higher for longer, momentum plays take a hit, and the housing market.