How are major cities recovering from the pandemic? A good metric is public transportation ridership. It paints a picture of cities stalling at about two-thirds to three-quarters of its pre-pandemic volume.
A long-term look at the dollar pound exchange rate
Some interesting charts from our recent posts.
Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation with Charles Payne & Joseph Wang.
Time horizon matters. In the long term, calls for the end of the US dollar as the reserve currency grow louder. In the short term, wagers on a stronger dollar increase. What is driving bullish USD positioning?
Today's topics include additional measures to watch for signs of liquidity stress, the stock market can survive high rates, stocks for the long run, grading Fed communication, the VIX is not abnormally low given stock prices, underwater mortgages, corporate buybacks on the rise, and delinquencies
Today's topics include America's debt problem, Kashkari on neutral, the 10% recession rule, checking in on the pandemic-era winners, more on Gross's declaration that bond funds are dead, inflation is really bad when new currency denominations must be printed, how will the BoJ unwind its stock holdings?, and stocks & commodities moving in tandem
Today's topics include yields finally play a role in total return, cash is king, Fedspeak = back to long & variable lags, the composition of Treasury borrowing, homeownership remains elusive for renters, global trade set to rebound, and electronic market making in fixed income
Q1 2024 earnings season is nearing completion. Expectations declined leading into reporting season but have bounced higher on positive results.