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Conference Calls
Updating the Economic Landscape
May 13, 2024
A replay of our May 16, 2024 conference call.
Newsclips
Q1 2024 Earnings Update: Growth Outpaces Expectations
May 13, 2024
Q1 2024 earnings season is coming to an end. Expectations declined leading into reporting season but have bounced higher on positive results.
Newsclips
Quick Comments/What We’re Reading
May 13, 2024
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
Newsclips
Cartoons
May 13, 2024
Media & Communications
Jim Bianco joins Bloomberg Surveillance & Bloomberg Radio
May 10, 2024
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.
Newsclips
Quick Comments/What We’re Reading
May 10, 2024
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?
Newsclips
Cartoons
May 10, 2024
Charts of the Week
Bitcoin Gains Come From Outside U.S. Hours
May 10, 2024
The majority of gains in bitcoin since the pandemic came outside of U.S. trading hours.
Charts of the Week
The Government Could Learn Something From Corporations
May 10, 2024
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.
Charts of the Week
Speculation During the Equity Market Rally
May 10, 2024
Equities have rallied significantly since the Fed pivot, followed by increased levels of speculative action in crowded stocks.
Charts of the Week
Liquidity Measures Worth Watching
May 10, 2024
Several liquidity charts worth watching as the Fed's reverse repo facility continues to be drained