Today's topics include timing the first rate cut, labor market's role in the battle against inflation, sticky inflation, an eye on liquidity, the yield curve, where do stocks go after new all-time high?, different ways to view the Mag seven's dominance, small cap stocks, updating the Red Sea's shipping disruption, measuring consumer health, and corporate debt issuance
Coming together for Round Table Prime are DoubleLine CEO Jeffrey Gundlach and moderator DoubleLine Deputy Chief Investment Officer Jeffrey Sherman with their guests James Bianco, President and Macro Strategist at Bianco Research; Danielle DiMartino Booth, CEO of Quill Intelligence; Charles Payne, author and Fox Business Anchor; and David Rosenberg, President of economic consulting firm Rosenberg Research & Associates. Round Table Prime was held Jan. 11, 2024.
Today's topics include regulators prepare banks to tap Fed's discount window, interpreting a steeper yield curve, active vs. passive funds, over half of low-income Americans are 'rent-burdened', El-Erian sees first rate cuts in summer, consumer sentiment is improving, options strategies in a higher rate environment, and updating global shipping concerns
Today's topics include cash on the sidelines, warnings on rate cut expectations, consumer spending, the relationship between rates & stocks, an eye on hiring trends, investors remain doubtful of official Chinese data, and currency interventions
Jim Bianco joins Fox Business to discuss Soft Landings vs No Landing, Interest Rates, the Impact of Geopolitical Conflicts on Markets & Rethinking Economic Data with Charles Payne.
Today's topics include sizing & timing the rate cuts, the markets vs. the Fed, don't declare victory against inflation just yet, the case for yields to remain high, Dudley on QT, liquidity concerns, commercial loan delinquencies, and an update on the Bitcoin ETFs
A replay of our January 18, 2024 conference call.
Q4 2023 earnings season started last week. Earnings expectations are still positive but have declined significantly in recent weeks.