Conference Calls
Are Rates Too High?
September 18, 2023
A replay of our September 21, 2023 conference call.
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Are Rates Too High?
September 18, 2023
It is widely believed high rates will lead to at least an economic slowdown ("soft landing") if not a recession ("hard landing"). But what if rates are not that restrictive? The economy could weather these rates ("no landing") and it would take even higher rates to pull the economy down.
Newsclips
Quick Comments/What We’re Reading
September 18, 2023
Today's topics include two sides of the 'higher for longer' battle, a soft landing, rising energy prices, the carry trade, quantifying the auto workers' strike, comparing China's slowdown to Japan's in the 1990s, more on the quirk of measuring medical care costs, and don't sweat the bond maturity wall.
Newsclips
Cartoons
September 18, 2023
Media & Communications
Jim Bianco discusses Energy Prices, the Post-Shutdown Economy, Central Bank Policy & the Bond Market
September 15, 2023
Jim Bianco joins Bloomberg to discuss Energy Prices, Post-Shutdown Economy, Inflation Expectations, Central Bank Policy and the Bond Market with Jonathan Ferro & Mohamed A. El-Erian.
Newsclips
Quick Comments/What We’re Reading
September 15, 2023
Today's topics include the post shutdown economy, higher interest rates' effect on the economy, higher interest rates' effect on corporations, higher oil's effect on the economy & markets, the basis trade, the ECB's growing power, money market fund inflows, Pimco sees 'harder landing', latest Bloomberg survey mimics fed funds market's rate projections, and the supply of new housing.
Newsclips
Cartoons
September 15, 2023
Charts of the Week
Breaking Down Debt in the U.S.
September 15, 2023
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper
Charts of the Week
Comparing the Value of Credit in the U.S. to GDP
September 15, 2023
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period.
Charts of the Week
Funding Gaps at Public and Private Pensions
September 15, 2023
Private pension funds have much smaller funding gaps than their government counterparts.
Charts of the Week
Defined Benefit Plans vs. IRAs
September 15, 2023
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.
Charts of the Week
Comparing Real Estate to GDP and Stock Ownership
September 15, 2023
Over the past few quarters, households' real estate equity and direct stock ownership converged to similar levels.