Conference Call
The Case For Strong Nominal Growth in 2024
November 30, 2023
Join us Today, November 30, 2023 for our next conference call.
Join us Today, November 30, 2023 for our next conference call.
Today's topics include bond market optimism, Fed tightening, is passive investing the problem or scapegoat?, Fedspeak, relentless focus on Mag7, the massive growth of money market funds in 2023, on housing, an economic advantage, dollar falls, criticisms of Chinese financial firms continue, and the power of AI in R&D
Today's topics include Bill Ackman Sees Q1 rate cut, the OECD on lower global economic growth, the hard part of the fight against inflation, wage growth, regulatory changes could hurt basis trade, housing affordability, even the hawks are on board with a December pause, and the BoJ prepares banks for higher rates
Today's topics include more 2024 forecasts, longshot bets on rate cuts, the magnificent seven, growth vs. value, quants in China, paper losses piling up at the BoJ, hedgers get black friday deals, and Dudley makes the case for CBDCs
Jim Bianco discusses External Forces on the Economy, Rate Hikes/Cuts in 24, Impact of Interest Rates with Charles Payne on Fox Business.
A replay of our November 30, 2023 conference call.
Today's topics include timing the peak in rates, checking in on FOMC policy expectations, time for 2024 predictions, housing prices rising again, cash on the sidelines?, term premium turns negative once again, want more 0DTE options? you got it, concerning signs in consumer credit, betting on a recession has been painful, and politics & consumer confidence.
Thanks to three years of rising prices, inflation expectations are becoming unanchored while financial conditions are easing. The Fed should respond by threatening to hike rates. Will they?