Today's topics include Bill Ackman Sees Q1 rate cut, the OECD on lower global economic growth, the hard part of the fight against inflation, wage growth, regulatory changes could hurt basis trade, housing affordability, even the hawks are on board with a December pause, and the BoJ prepares banks for higher rates
Today's topics include more 2024 forecasts, longshot bets on rate cuts, the magnificent seven, growth vs. value, quants in China, paper losses piling up at the BoJ, hedgers get black friday deals, and Dudley makes the case for CBDCs
Jim Bianco discusses External Forces on the Economy, Rate Hikes/Cuts in 24, Impact of Interest Rates with Charles Payne on Fox Business.
A replay of our November 30, 2023 conference call.
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.
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?
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
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.