Today's topics include high energy prices took toll on European industrial activity, China promises more support, negative sentiment on China, big inflows into Chinese value stocks, how to improve economic forecasts, and Bitcoin volume disappears
Jim Bianco joins Fox Business to recap Jerome Powell's Jackson Hole Speech, discuss an inflation roadmap, and give a China update with Charles Payne.
A replay of our August 31, 2023 conference call
Today's topics include traders start pricing in higher for longer, the Fed's preferred measure for financial conditions, two camps on where yields are heading, a sign of a fizzling rally?, gauging the odds of a stock market crash, China gives its stock market a temporary boost, big week for Chinese earnings, sizing up stocks' recovery this year on an inflation-adjusted basis, and the magnificent seven
Jim Bianco joins Bloomberg to recap Powell's Jackson Hole Speech, Bond Yields & the Stock Market with Scarlet Fu and Sonali Basak.
Today's topics include the United States keeps spending, Jackson Hole schedule, retail traders bowing out, Fedspeak before Jackson Hole, more focus on finding r*, not owning big tech is a big issue, mortgage rates at 2001 levels, companies have a new risk to manage for the long term: inflation, and China pain
T-bills are accounting for a rising percentage of outstanding debt in the U.S., pushing against the 20% limit typically advocated by the TBAC.
As the cost of carrying debt increases for governments, the idea of hiking rates becomes more politicized.
If current methodologies and weights were applied historically to CPI, the peak seen in June 2022 would have been much closer to the all-time highs set in 1980.