Humor
Cartoons
November 6, 2023
This morning's payrolls release missed estimates slightly, largely due to striking autoworkers.
Today's topics include what's ahead for the Fed?, bond market fakeout?, a bipolar world order, labor productivity, job openings signal still tight labor market, it's the economy stupid, stagflation in the UK?, buying bills, Gross says go for regional banks, and going toe-to-toe with the SEC
Bond yields remain front and center for all financial markets. When will they peak? Listen below as Jim discusses the issues surrounding this vexing question.
Join us Today, November 2, 2023 for our next conference call.
Today's topics include previewing tomorrow's payrolls report, yesterday's FOMC meeting, understanding Fedspeak, the focus on tighter financial conditions in yesterday's FOMC statement, some perspective on yesterday's fall in yields, higher for longer, searching for neutral, the mortgage lock-in effect, and the oil markets assess wider war risks
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics with Charles Payne.
In a year when bond bulls desperately search for reasons their outlook has not worked out, U.S. Treasury supply has offered a convenient scapegoat.
Rather than reverting to the mean as many expected, bond returns are in the midst of an encore performance of last year's terrible returns.
Today's topics include FOMC preview, Bank of Japan buys bonds, economic sentiment versus reality, Dudley on the 'Fed pause', Shelton comments on market stability under the Fed, Druckenmiller makes a big bullish bet on 2-year notes, eyes on the Treasury market, and impact of higher rates on private equity investments.