Talking Data Podcast
Talking Data – Updating the Bank Walk
August 24, 2023
In the latest installment of Talking Data, Jim updates his thoughts on the bank walk.
In the latest installment of Talking Data, Jim updates his thoughts on the bank walk.
Today's topics include Timiraos offers Jackson Hole talking points, finding neutral, more on Q3 GDP's rising nowcast, the problem with being a midsized bank, charting China's problems, dividend yields vs. bond yields, and the imbalance between new & existing home supply
Zero Days-to-Expiration options now make up over half of all options volume for the S&P 500. Risks stemming from these short-term options are still relatively unknown. Below we update our commentary on 0DTE options as their prevalence continues to rise.
Today's topics include previewing Jackson Hole, Bullard gets hawkish, all eyes on Nvidia after the close, home purchases hit lowest level since 1995, government spending during inflationary periods, updating bank returns after monday's downgrades, and Goldman still wants workers back in the office
Jim Bianco joins Fox Business to discuss The Magnificent 7, a Bank Walk Update & The Bank of Japan with Charles Payne.
Jim Bianco joins ‘Fast Money’ to talk the U.S. Bond Market, what to expect out of Jackson Hole this week and more.
Today's topics include Timiraos lays out the Fed's next options, real yields hit 2%, a note on payrolls' annual benchmark revision, Fed officials' disagreement on the rise, S&P cuts ratings on banks, China's policy response to a weakening economy, what would the average American demand to change jobs?, and homeownership & rental rates in Europe
Deposits continue to leave banks for market-oriented alternatives like money market funds. Banks continue to tighten lending standards, dragging on smaller companies that depend on banks for financial services.
Q2 2023 earnings season is coming to a close. S&P 500 operating earnings have continued their decline in 2023, with a rebound expected later in the year and into 2024. This will be the final earnings update for Q2 2023.