Today's topics include talkin' Fed policy & higher yields, previewing tomorrow's GDP release, the Fed sidesteps deficit politics, Fed hawkishness, the corporate maturity wall, the 60/40 portfolio in an inflationary environment, and sign of capitulation in Chinese stocks?
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs with Charles Payne.
Today's topics include are there any bond bears left?, term premium vs. the yield curve, the deficit hits $2 trillion, BoJ considers tweaking yield ceiling again, checking in on the magnificent seven, more on Treasury volatility, and bank loans slow
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation with Melissa Lee and the Fast Money Cast.
Over the past year, many economists have been concerned high rates could spell trouble for the economy. However, the economy has remained resilient. Much of this concern is predicated on the view that the QE era from 2009 to 2020 was the norm and that higher rates will prove too punishing. We view the QE era as the abnormality. The current rise in real rates is a reversion to the mean.
We are now into Q3 2023 earnings season. S&P 500 operating earnings are expected to decline further in Q3, marking the fourth consecutive quarter of negative earnings.
Today's topics include how do active managers compete with index strategy?, volatility in the bond market, the economy remains strong, inflation targets & asset purchases, quantifying the effects of geopolitical crises, housing, the end of negative rates in Japan?, the big get bigger, and the retail crowd loves tech
The Fed argues that they no longer need to raise rates and will let bond market vigilantes regulate the economy via higher long-term yields. When this has happened before, voluntarily or involuntarily, it has ended in chaos. Will this time be different?
Today's topics include breakevens rise, gauging the US economy, kicking the recession can down the road, advice on investing in the new 5% world, central banks' 2% target, the 'year of the bond' is not going as planned, the US housing market, the anatomy of a bull market, and BofA metric flashes contrarian buy signal for stocks