Today's topics include bonds back to pre-GFC normality?, the state of consumer finances, GDPnow getting toasty at 5%, more on China's deceleration, housing affordability, previewing the FOMC minutes, Saudis diversifying away from the dollar, and crypto regulation
Today's topics include have we seen the last rate hike of this cycle?, detailing China's slowing economy, Ruble trouble, liquidity's effect on risk assets, Fitch warns on the banking industry, BofA's latest survey least bearish since hikes started, quantifying gasoline's effect on August CPI, and peak crude oil demand?
Jim Bianco joins Fox Business to discuss Capitalism, Bond Yields, Mortgage Rates & the Oil Market with Charles Payne.
Q2 2023 earnings season is coming to a close. S&P 500 operating earnings have continued their decline in 2023, with a rebound later in the year and into 2024.
A replay of our August 17, 2023 conference call.
Today's topics include predicting the Fed's moves in 2024, the government's rising interest costs, a situation to watch in China, intraday volatility, the U.S.'s reliance on China is declining, shadow banks, and CTAs piling into equities
Jim Bianco joins CNBC to discuss Treasury Inflows, Yield Curve Steepening, Inflation Reaccelerating, Recession and No Landing Scenario, Bond Auctions with Carl Quintanilla and Sara Eisen.
Today's topics include Timiraos hints Fed may be done this year, housing will determine the battle against inflation, how accurate is the Cleveland Fed's inflation Nowcast?, checking in on money market flows, more on Chinese deflation, global trade, AI adoption by sector, and most stocks lose money