Newsclips
Quick Comments/What We’re Reading
September 5, 2023
Today's topics include
Today's topics include
The markets are taking note that the revisions to past months' payrolls data have become increasingly negative.
Tech stocks finally took a bit of a breather in August, with the Nasdaq 100 down 1.50% on the month. However, this hardly puts a dent in the index's remarkable returns this year.
Today's topics include don't confuse a giant basis trade with a one-way bet on rates, the winners & losers of higher rates, China continues its efforts to support economy, the correlation between stocks & bonds, what will fix the housing market?, pressure on UK banks to raise deposit rates, European gas demand, and the SEC responds to crypto ETFs.
Flows into money market funds resumed in August, which points to squeezed profitability for banks.
Today's topics include turning up the heat on regional banks, higher rates are hurting smaller companies, supply & demand in the housing market, the obstacles to dethroning the dollar, in search of neutral, work-from-home benefits, temp jobs declining, Gensler's power grab, and China's problems continue.
Today's topics include signs of cooling on the jobs front?, more on China's attempts to boost its economy, bargain hunting for commercial real estate, EU imports of russian liquified natural gas, stimulus checks & consumer debt, ETF closures, UK money supply flashing warning sign?, and understanding yesterday's ruling on spot Bitcoin etfs
Jim Bianco joins CNBC to discuss the Bond Market, Long-Term Inflation Projections & Rate Cuts with Carl Quintanilla and Leslie Picker.