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Quick Comments/What We’re Reading
April 3, 2024
Today's topics include a longer-term look at rate cuts, rising yields matter, the jobs market, refilling the SPR, the art of forecasting, and how much is needed for retirement?
Newsclips
Cartoons
April 3, 2024
Media & Communications
Jim Bianco joins Fox Business to discuss Why Interest Rates Matter, No Landing & Higher Bond Yields
April 2, 2024
Jim Bianco joins Fox Business to discuss why interest rates matter, recent economic data supporting the "No Landing" scenario & the impact of higher bond yields on the stock market with Charles Payne.
Newsclips
Quick Comments/What We’re Reading
April 2, 2024
Today's topics include Q1 GDP tracking at 2.8%, pushing back on rate cuts, Ken Griffin concerned about government interest spending, QE at the PBOC?, the case for European equities, mortgage rates change the math on moving homes, and measuring tech's importance to the economy
Newsclips
Cartoons
April 2, 2024
Conference Calls
The “Last Mile” Gets Bumpier
April 1, 2024
A replay of our April 3, 2024 conference call.
Newsclips
Total Return Review – U.S. Stocks Outperform
April 1, 2024
U.S. stocks have handily outperformed stocks from the rest of the world since the beginning of 2023, largely on the back of the Magnificent Seven.
Newsclips
Monthly Fund Flows – Retail Money Market Funds Continue Growing
April 1, 2024
Money continues to flow into retail money market funds. Banks are left with the option of raising deposit rates, which squeezes margins, or watching customers walk out the door.
Newsclips
Quick Comments/What We’re Reading
April 1, 2024
Today's topics include equities vs uncertainty, watching for another 'bank walk', Mag7 becomes Fab4, another reminder on CRE maturity wall, equities still did well without Mag7 outperformance, how much trust should we put in official jobs numbers?, credit demand remains strong, a strong dollar, and regulating AI
Newsclips
Cartoons
April 1, 2024
Newsclips
Quick Comments/What We’re Reading
March 28, 2024
Today's topics include to cut or not to cut?, gas prices, can the Fed thread the needle on a soft landing?, when strength is a weakness, momentum factor driving markets, Treasury auctions have been strong recently, elections & market volatility, and Chinese property sector crisis continues to unfold