Jim Bianco joins CNBC to discuss No Landing, Inflation Bottoming, China, The Fed, & The Bond Market with Sara Eisen & Carl Quintanilla.
Jim Bianco joins Bloomberg to discuss Rate Cuts, Inflation Bottoming & Savings/Consumer Spending with Tom Keene & Damian Sassower.
The stock market's year-to-date gains are more concentrated than just about any historical period. Wall Street is desperately looking for money to keep the rally going, but sources of liquidity are drying up.
Q4 2023 earnings season is drawing to a close. Earnings expectations were declining into reporting season, but stronger-than-expected results pushed quarterly growth higher.
Today's topics include the case against a stock market bubble, quantifying the effects of QT, timing the rate cuts, don't expect Powell to rock the boat in D.C. this week, active vs. passive, betting on economic releases, the corporate bond frenzy, and trouble for regional banks?
Jim Bianco joins Fox Business to discuss the Current Disconnect in the Economy, Wall Street's Growing Contrarian Sentiment & Some Concerns with the Bitcoin ETFs with Charles Payne.
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.
Today's topics include time running out for rate cuts in 2024?, can markets repeat past decade outperformance?, a less rate sensitive economy, yesterday's PCE release, NYCB sees material weakness, discussing the Fed, Japan's equity rally, China continues to wobble, tech layoffs, bitcoin ETFs, and the US vs the world
Over the last generation, lower tax and interest rates were a big tailwind for the stock market. These appear to be ending. For stocks to continue on their trend of the last 30 years, they would have to trade at all-time high valuations. This won't be easy to achieve.
The San Francisco Fed recently published data going back as far as 1970 delineating the difference between demand-driven inflation and supply-driven inflation.