The outperformance of tech stocks, specifically the Magnificent 7 stocks, in 2023 created a wide dispersion in the composition of the equity market rally.
Today's topics include Jim discusses the FOMC meeting & inflation, what does a strong labor market really mean?, previewing tomorrow's payroll report, understanding Fedspeak, post FOMC reactions, TIPS as an inflation hedge, what happened with New York Community Bank?, you get debt & you get debt!, and a new made-up way to transfer risk
Jim Bianco joins Bloomberg to discuss today’s the Ramifications of Record High Equities, today’s FOMC Meeting, Bond Market Volatility, the Bank of Japan & the Path of Inflation with Manus Cranny and Kate Moore.
Today's topics include timing the rate cuts, rates tend to fall around FOMC days, the Treasury's refunding announcement, the health of the labor market, will additional supply keep oil prices under $100 forever?, U.S. stocks vs. the rest of the world, housing price gains slowing, commercial real estate outlook not getting any better, and Evergande collapse isn't the end of China's problems
Today's topics include FOMC meeting takes back seat to the Treasury's borrowing plans, tomorrow's FOMC meeting is all about QT, inflation & Fed forecasts, the Mag Seven is not a homogenous entity..., ...but the stock market remains highly concentrated, an update on the Red Sea's shipping issues, fewer workers quitting, and mentions of war on the rise
We are now a few weeks into the Q4 2023 earnings season. Earnings expectations are still positive but have declined significantly in recent weeks.
Today's topics include Fed to take next step toward cutting rates, inflation expectations, El-Erian raises concerns over debt, uncertainty in the bond market, previewing this week's Treasury issuance announcement, investment grade bonds, the latest on Red Sea attacks, Cathie Wood defends Ark, and a Bitcoin carry trade
Jim Bianco, President of market and macroeconomic research firm Bianco Research, appears Jan. 11, 2024, with hosts Jeffrey Sherman and Samuel Lau to discuss among other issues his outlook for a “no landing” U.S. economy in 2024, sticky inflation of 3% to 4% and his theory on Fed Chair Jerome H. Powell’s dovish turn on Dec. 13.