Jim Bianco joins Fox Business to discuss Concentration/Sentiment in the Market, Crypto Energy Usage with Charles Payne.
Futures are lower ahead of this week’s inflation data. Jim Bianco discusses this, along with what Nvidia’s (NVDA) Friday reversal means for the overall market. He also talks about Nvidia, Meta (META), Amazon (AMZN), and Microsoft’s (MSFT) impact on the S&P 500. He then goes over how far the “Big 4” stocks can carry the current rally.
A replay of our March 14, 2024 conference call.
Nvidia's stock has seen a massive surge in speculative and leveraged activity. It also saw a big reversal on Friday. What comes next matters for the entire market.
Today's topics include previewing tomorrow's CPI report, too much bullishness?, more on Friday's jobs data, retirement funds being tapped, mag seven vs. the rest, goodbye to negative rates?, Panama Canal update, and Bitcoin skeptics vs. believers
This morning's payrolls report was a bit of a mixed bag, offering something for both the doves and the hawks.
Today's topics include Jim discusses crypto & Bitcoin ETFs, how far is 'not far?', money market assets hit fresh record, changing consumer spending patterns, Fed officials indicate work still left to do, realized volatility at 20-year low, FDIC sees number of 'weak' banks increase, retail rush into Indian equity markets, mortgage rates fall, tighter lending standards hit small businesses, the coming maturity wall fear, and ECB holds rates edging closer to first cut
A statistical look at the U.S. consumer by income deciles
Sentiment is an important measure to gauge how hot or cold a market is at any given time. While it doesn't necessarily predict future returns, it informs investors of consensus thinking.
U.S. stocks account for almost half of global equities' market capitalization.