The shift to electric vehicles continues to accelerate. Demand for rare earth metals such as cobalt remains strong while demand for inputs to internal combustion engines like palladium declines.
Today's topics include more on yesterday's inflation report, Timiraos calls an end to rate hikes, the markets' reaction to benign inflation, a soft landing?, the real cost of owning a home, valuing a low mortgage rate, and the rising cost of servicing debt
Inflation came in slightly lower than expected in October. In order for the year-over-year decline to continue, month-over-month CPI growth will have to average less than 0.15% the next couple months.
Today's topics include time to buy small cap stocks?, ICBC ransomware attack fallout continues, how long will QT last?, where do investors allocate capital in a higher rate enviornment?, higher rates slow CapEx spending, focusing on deficits, buying bonds, the price of gas, is high yield the trade of 2024?, the sad thing about consumer sentiment, clock running on another government shutdown, commercial real estate is really in a pickle, and shifting to T+1 settlement
We are coming to the end of Q3 2023 earnings season. S&P 500 operating earnings, initially expected to decline, saw a positive growth quarter.
Today's topics include more on the fragility of November's bond market rally, projecting rate cuts, Bill Gross betting on disinverted curve, previewing tomorrow's CPI report, low-wage income growth falling fast, net interest income/expenses, banks continue to struggle, the shipping industry struggles, and regulating the basis trade
Jim Bianco joins fox Business to discuss Inflation Expectations, Possible Future Rate Hikes, Interest Rates vs Earnings Reports & The Magnificent 7 with Charles Payne.
Today's topics include bad auction sparks bond selloff, Fed's repo facility usage drops below $1 trillion, Powell injects some hawkish rhetoric, eyes on home loan banks, tracking shipping & cargo, a rational shift in consumer buying patterns, tighter lending standards, reconciling monetary & fiscal policy in Japan, projecting declining population growth, and Jay's potty mouth