Today's topics include Timiraos suggests low interest rates are relic of the past, the Fed will remain hawkish until something breaks, reasons for caution on future GDP estimates, more on consumers' dwindling savings, who is buying U.S. Treasuries?, zero day options, refinancing debt, magnificent seven bonds, and an eye on shipping as an economic indicator
Jim Bianco joins CNBC to discuss the Reasoning & Impact of Higher Bond Yields, Jackson Hole & China with Kelly Evans, Tyler Mathisen and Ron Insana.
Just as many are ready to declare victory in the battle against inflation and the Fed is expected to start cutting rates, long-term interest rates are challenging or exceeding their 2022 highs. Why is this happening and what does it mean for risk markets, the economy, and Fed policy?
Today's topics include more on China's challenges, interpreting Chinese data, no landing, the end of the bond bull market, checking in on Europe's natural gas storage, focus turns to options market ahead of Jackson Hole, and housing market defies expectations
Join us Today, August 17, 2023 for our next conference call.
Today's topics include household savings running low, Summers sees 10-year rates going higher, GDPnow continues marching higher, the FOMC minutes see significant upside risks to inflation, the magnificent seven, housing affordability suffers as mortgage rates rise, more on Chinese deflation, and tracking 401k millionaires
The globalized economy drove deep ties between China and the United States. As both nations strive to become less reliant on each other, signs point to two diverging economies.
Today's topics include bonds back to pre-GFC normality?, the state of consumer finances, GDPnow getting toasty at 5%, more on China's deceleration, housing affordability, previewing the FOMC minutes, Saudis diversifying away from the dollar, and crypto regulation