Coming into 2024, many economists expected a soft landing with inflation completing its “last mile” in a return to 2%. This forecast has been undermined by strong Q4 GDP, a blowout January payrolls release, and record highs in stocks.
Join us Today, February 8, 2024 for our next conference call.
Today's topics include predicting the future is tough, monetary policy's long & variable lags, the Fed's balance sheet, the Fed & politics, the no landing scenario, employers regaining power?, ECB & BoE monetary policy, another sign negative rates are coming to an end in Japan, and Chinese deflation
Today's topics include talking markets, the last mile in the battle against inflation, wages & spending, soft landing hopes take a hit, where is neutral?, Pimco sees a March hike from BoJ, long-short hedge funds struggle to beat the index, and China's latest moves to halt the stock market's decline.
Jim Bianco joins Fox Business to discuss the "No Landing" Outlook, Rate Cuts in 24, Food Inflation with Charles Payne.
Today's topics include the Fed vs. the markets, yesterday's strong PMI data, liquidity concerns, concerns over corporate profits, bullish tech sentiment, junk spreads as a contrarian indicator, and China losing ground to India.
A replay of our February 8, 2024 conference call.
We are nearly halfway through Q4 2023 earnings season. Earnings expectations were declining into reporting season but given strong beats, quarterly growth expectations have risen.
Today's topics include Powell's 60 Minutes interview, Fed officials weigh in on rate cuts, the OECD weighs in on rate cuts, the last mile in the battle against inflation, big swings in yields, questioning Shiller's Cape valuation measure, the Mag Seven's earnings, and the BoJ ready to say goodbye to negative rates?