Conference Calls
Updating the Economic Landscape
May 13, 2024
A replay of our May 16, 2024 conference call.
A replay of our May 16, 2024 conference call.
Q1 2024 earnings season is coming to an end. Expectations declined leading into reporting season but have bounced higher on positive results.
Today's topics include all eyes on CPI this week, higher forever?, demand remains high for U.S. debt, a look at maturity walls, small businesses feeling inflation's pinch, the effects of a strong dollar, could the ECB cut before the Fed?, late-cycle indicators, all quiet on the volatility front, rents are a thorn in the Fed's side, and oil demand
Jim Bianco joins Bloomberg Surveillance & Bloomberg Radio to discuss the Bond Market, the Last Mile of Inflation, Fed Rate Cut Timing & the Post-Lockdown Economy.
Today's topics include total return is not dead, QT concerns, Fed officials highlight inflation uncertainty, corporate bond outperformance, dollar strength, summer gas demand key for consumer spending, Dow Jones versus S&P 500, higher bank revenues on volatility, BoE on path to cut rates in June, and is China's outlook more positive?
The majority of gains in bitcoin since the pandemic came outside of U.S. trading hours.
Non-financial corporations are getting a bigger benefit from higher interest income than the drag from higher interest expenses. Consequently, their financial position is improving. This may be why higher rates are not hurting the economy.
Equities have rallied significantly since the Fed pivot, followed by increased levels of speculative action in crowded stocks.
Several liquidity charts worth watching as the Fed's reverse repo facility continues to be drained
The Treasury Department's Office of Financial Research aggregates monthly SEC filings from money market funds to show industry-wide statistics.