Today's topics include talkin' markets, how low can the Fed's balance sheet go?, stock valuations, U.S. could avoid a government shutdown, a deep dive on the yield curve & recessions, stickiness of ETF investors, the idea of slow & steady rate cuts, markets anticipating Fed cuts, another mild european winter, and the dogs of the Dow
Jim Bianco joins Fox Business to discuss Bitcoin Spot ETF Approval, Jobs Market & the Bond Market with Charles Payne.
This morning's payroll number was above expectations. Wall Street expected 175k jobs to be added in December, with the actual release coming in at 216k.
Today's topics include what will the Fed do?, money market assets reach record, shipping snarls in the Red Sea, stock & bond correlation, mortgage rates, sizing up the mMg7 stocks, private credit risks, questioning the future of QT, and the St. Louis Fed has a new president
With the fastest tightening cycle in history through the past 2 years, the expectation was the labor market would start to slow. Indeed publishes an alternative metric to traditional labor market measures.
Sentiment is an important measure to gauge future expectations for market moves. The caveat, however, is sentiment is often correlated to what has happened in the market recently.
Elon Musk still holds the title for world's richest person while 2023 was a bad year for Gautam Adani.
The REIT sector, as a proxy for real estate, did not have a good year. Only a few actually outperformed the S&P 500. Rising mortgage rates were the main culprit.
ETFs represent an important part of equity markets, allowing everyday investors to capture different types of market strategies with just one investment and minimal fees. These are most often passive investments (allocators), yet active ETFs (traders) have become more common in recent years.
How does the relationship between valuations and future stock returns change as the holding period lengthens?