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Quick Comments/What We’re Reading
November 7, 2023
Today's topics include big inflows into bond funds, cutting rates to 3%?, the problem with relying on the markets to do the Fed's work, Kashkari remains more hawkish than most Fed officials, rising rates hurting developing countries, banks warm up to synthetic risk transfers, and an update on Russian crude shipments
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Cartoons
November 7, 2023
Newsclips
Q3 Earnings Update: Beat Rate Pushing COVID-19 Pandemic Levels
November 6, 2023
We are well into Q3 2023 earnings season. S&P 500 operating earnings, initially expected to decline, have jumped into positive growth territory.
Newsclips
Quick Comments/What We’re Reading
November 6, 2023
Today's topics include the message from last week, the end of the new normal?, more on the Treasury's issuance announcement, who will buy the increased Treasury issuance?, a look at dealer positions, modeling the drivers of the natural rate of interest, central banks call time out, and projecting corporate default rates
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Cartoons
November 6, 2023
Newsclips
Employment in Pictures – A Small Miss Due to Striking Autoworkers
November 3, 2023
This morning's payrolls release missed estimates slightly, largely due to striking autoworkers.
Newsclips
Quick Comments/What We’re Reading
November 3, 2023
Today's topics include what's ahead for the Fed?, bond market fakeout?, a bipolar world order, labor productivity, job openings signal still tight labor market, it's the economy stupid, stagflation in the UK?, buying bills, Gross says go for regional banks, and going toe-to-toe with the SEC
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Cartoons
November 3, 2023
Newsclips
Quick Comments/What We’re Reading
November 2, 2023
Today's topics include previewing tomorrow's payrolls report, yesterday's FOMC meeting, understanding Fedspeak, the focus on tighter financial conditions in yesterday's FOMC statement, some perspective on yesterday's fall in yields, higher for longer, searching for neutral, the mortgage lock-in effect, and the oil markets assess wider war risks
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Cartoons
November 2, 2023
Media & Communications
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics
November 1, 2023
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics with Charles Payne.