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Media & Communications
Jim Bianco discusses External Forces on the Economy, Rate Hikes/Cuts in 24, Impact of Interest Rates
November 27, 2023
Jim Bianco discusses External Forces on the Economy, Rate Hikes/Cuts in 24, Impact of Interest Rates with Charles Payne on Fox Business.
Conference Calls
The Case for Strong Nominal Growth in 2024
November 27, 2023
A replay of our November 30, 2023 conference call.
Newsclips
Quick Comments/What We’re Reading
November 27, 2023
Today's topics include timing the peak in rates, checking in on FOMC policy expectations, time for 2024 predictions, housing prices rising again, cash on the sidelines?, term premium turns negative once again, want more 0DTE options? you got it, concerning signs in consumer credit, betting on a recession has been painful, and politics & consumer confidence.
Newsclips
Cartoons
November 27, 2023
Newsclips
On Fed Credibility
November 24, 2023
Thanks to three years of rising prices, inflation expectations are becoming unanchored while financial conditions are easing. The Fed should respond by threatening to hike rates. Will they?
Newsclips
Quick Comments/What We’re Reading
November 24, 2023
Today's topics include fiscal dominance, surveys' response rate problem, consumer spending, big equity inflows, big corporate inflows, BoE stays committed to inflation fight, and stock returns after first rate cut
Newsclips
Cartoons
November 24, 2023
Charts of the Week
How Accurate Is the Fed Funds Market?
November 24, 2023
Fed funds traders' accuracy on the outcome of an FOMC meeting increases as the meeting draws closer. They are less reliable when determining the outcome of meetings further out on the calendar.
Charts of the Week
No Change in Inflation Thinking
November 24, 2023
The global upheaval of the past several years has prompted economists and Wall Street to question many longstanding economic beliefs. But one belief that has yet to change is that long-run inflation will deviate much from 2%.
Charts of the Week
Updating the Government’s Rising Debt Burden
November 24, 2023
For the last few decades we have been in a low interest rate environment where deficit spending would not cause major issues. However, a 40-year high in inflation prompted the Fed to tighten monetary policy at a fast pace. Higher rates mean the cost of servicing U.S. debt will follow higher.
Charts of the Week
Tax Receipts Cover 73% of Federal Spending
November 24, 2023
Tax receipts only cover 73% of federal spending as net interest costs are projected to rise.