Today's topics include BoJ's surprise move, getting back to 2%, what level creates tighter financial conditions? hint: not 5%, where is the slowdown?, AI bubble continues along, deconstructing "smart beta" funds, and back to 'no landing?'
A look at the size of various markets compared to the U.S. economy
Join us Today, July 27, 2023 for our next conference call.
Today's topics include how long until the economy slows down?, is the Fed done?, understanding Fedspeak, future rate expectations, commercial real estate pain is just getting started, higher rates & the consumer, we haven't reached peak oil yet, the government will continue to borrow, and has the AI rally created a new bull market?
While the debate today will focus on how many more rate hikes are coming, another debate is when and by how much the Fed will cut in 2024. History suggests rate cuts do not happen as part of a victory lap on signs of lower inflation, but when the economy and markets turn sour in an attempt to stop a recession.
Today's topics include Jim discusses inflation's base effects, no more free lunch from Powell's pressers, previewing tomorrow's GDP release, higher rates have yet to bite corporate treasurers, the downside to falling inflation, stock market concentration, and crypto trading volume at extreme low
Today's topics include the rising cost of carrying debt, hawks vs. doves, consumer spending, playing accounting games with uninsured deposits, economists push back on idea of soft landing, and tech returns closing in on crypto returns
A replay of our July 27, 2023 conference call.