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Page 172 of 3384Conference Calls
5% 10-Year Yields?
April 22, 2024
A summary and replay of our April 25, 2024 conference call
Media & Communications
Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin
April 22, 2024
Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin with Oliver Renick.
Newsclips
Only Markets Can Rein in the Deficits
April 22, 2024
The level of deficit spending will not be solved at the ballot box. It will be solved by the market imposing discipline. When this will happen is an open question. The UK mini-budget debacle in September 2022 offers a potent roadmap.
Newsclips
Q1 2024 Earnings Update: Ex-Tech Earnings Expectations Negative
April 22, 2024
Q1 2024 earnings season is underway. Expectations are positive but have declined significantly since the start of the year even as the US economy beats expectations.
Newsclips
Quick Comments/What We’re Reading
April 22, 2024
Today's topics include do yields matter to stocks?, forecasting vs. scenario analysis, the TGA swells as tax payments are made, keep an eye on this week's treasury auctions, stimulus sets the U.S. apart, earnings expectations, betting on a strong dollar, and high yield
Newsclips
Cartoons
April 22, 2024
Newsclips
Is the RRP Liquidity Pump Now Dry?
April 19, 2024
If the transfer of money from the Fed's Reverse Repo Facility back into banks is ending, the full effects of quantitative tightening will reassert themselves and bring much tighter liquidity for financial markets.
Newsclips
Quick Comments/What We’re Reading
April 19, 2024
Today's topics include with a yield to manage...active bond funds come into the spotlight, more coming around to no cuts, does the Fed have a reliable model of inflation?, the state of the yield curve inversion, basis trade risk turns heads again, money market assets fall on tax season, pensions allocating away from stocks, mortgage rates at highest level this year, private market risks, and crypto regulation
Newsclips
Cartoons
April 19, 2024
Charts of the Week
Retail Sales vs. Inflation
April 19, 2024
Inflation-adjusted retail sales remain below their peak from March 2021.
Charts of the Week
A Different Measure of Rental Inflation
April 19, 2024
The BLS samples both continuing and new tenants to create the subcomponent of CPI known as rent of primary residences. It also offers a lesser known measure of rent that only samples new tenants. The former is meant to capture rent inflation for the average consumer, but the latter offers a more current view on where rents are heading.