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Newsclips
Quick Comments/What We’re Reading
August 17, 2023
Today's topics include household savings running low, Summers sees 10-year rates going higher, GDPnow continues marching higher, the FOMC minutes see significant upside risks to inflation, the magnificent seven, housing affordability suffers as mortgage rates rise, more on Chinese deflation, and tracking 401k millionaires
Newsclips
Cartoons
August 17, 2023
Newsclips
Are the Worlds Two Largest Economies Decoupling?
August 16, 2023
The globalized economy drove deep ties between China and the United States. As both nations strive to become less reliant on each other, signs point to two diverging economies.
Newsclips
Quick Comments/What We’re Reading
August 16, 2023
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
Newsclips
Cartoons
August 16, 2023
Newsclips
Quick Comments/What We’re Reading
August 15, 2023
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?
Newsclips
Cartoons
August 15, 2023
Media & Communications
Jim Bianco joins Fox Business to discuss Capitalism, Bond Yields, Mortgage Rates & the Oil Market
August 14, 2023
Jim Bianco joins Fox Business to discuss Capitalism, Bond Yields, Mortgage Rates & the Oil Market with Charles Payne.
Newsclips
Q2 Earnings Update: Impressive Beat Rate Yet Unimpressive Growth
August 14, 2023
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.
Conference Calls
The Rise in Long Rates
August 14, 2023
A replay of our August 17, 2023 conference call.
Newsclips
Quick Comments/What We’re Reading
August 14, 2023
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