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Page 158 of 3384Media & Communications
This is as Good as Inflation is Going to Get
June 24, 2024
Jim Bianco discusses this saying that PCE data shouldn’t move the market too much. He talks about how he would pay attention to the University of Michigan Inflation Expectation which will be on Friday as well. He goes over next steps for the Fed, highlighting that this is as good as inflation is going to get. Finally, he looks at how the consumer has been a big driver of this economy.
Conference Calls
The Post-Pandemic Economy Is Different
June 24, 2024
A replay of our June 27, 2024 conference call.
Newsclips
Quick Comments/What We’re Reading
June 24, 2024
Today's topics include neutral rate estimates edging higher, rising debt problems, Treasury auctions leaning on short-term debt, some perspective on Nvidia's valuation, consumer spending, a note on tech inflows, shipping costs remain elevated, and a history of the world's largest companies.
Newsclips
Cartoons
June 24, 2024
Newsclips
Quick Comments/What We’re Reading
June 21, 2024
Today's topics include when will the Fed cut rates?, Fed officials urge patience with rates, foreign travel boosts European economic growth, Nvidia & concentration risk, opinions on defense spending, quiet markets, dollar up, investing in higher-yielding MBS, CRE & mis-rating risk, and politics at central banks
Newsclips
Cartoons
June 21, 2024
Charts of the Week
Breaking Down Debt in the U.S.
June 21, 2024
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper
Charts of the Week
Comparing the Value of Credit in the U.S. to GDP
June 21, 2024
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period.
Charts of the Week
Funding Gaps at Public and Private Pensions
June 21, 2024
Private pension funds typically have much smaller funding gaps than their government counterparts.
Charts of the Week
Defined Benefit Plans vs. IRAs
June 21, 2024
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.
Charts of the Week
Comparing Real Estate to GDP and Stock Ownership
June 21, 2024
Over the past couple decades, households' real estate equity and direct stock ownership have moved in lockstep.