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Newsclips
Does the Changing Jobs Market Means More Inflation?
September 19, 2023
The jobs market has undergone a transformational change in the post-pandemic economy. The power base is shifting back to labor as jobs become more transactional and workers assert their power over management. The result is increased wage inflation and a change in the nature of work.
Newsclips
Quick Comments/What We’re Reading
September 19, 2023
Today's topics include higher energy prices & central bank policy, OECD pushes back on idea of rate cuts, previewing the Fed's Summary of Economic Projections, Jim Reid thinks low inflation era is over, a puzzling jobs market, BIS warns on the basis trade, buybacks take a breather, and checking in on Russian crude oil shipments
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Cartoons
September 19, 2023
Conference Calls
Are Rates Too High?
September 18, 2023
A replay of our September 21, 2023 conference call.
Newsclips
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