Newsclips
Market Capitalization as a Percentage of GDP
July 27, 2023
A look at the size of various markets compared to the U.S. economy
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Quick Comments/What We’re Reading
July 27, 2023
Today's topics include how long until the economy slows down?, is the Fed done?, understanding Fedspeak, future rate expectations, commercial real estate pain is just getting started, higher rates & the consumer, we haven't reached peak oil yet, the government will continue to borrow, and has the AI rally created a new bull market?
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Cartoons
July 27, 2023
Newsclips
What Will the Fed Do Next?
July 26, 2023
While the debate today will focus on how many more rate hikes are coming, another debate is when and by how much the Fed will cut in 2024. History suggests rate cuts do not happen as part of a victory lap on signs of lower inflation, but when the economy and markets turn sour in an attempt to stop a recession.
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Quick Comments/What We’re Reading
July 26, 2023
Today's topics include Jim discusses inflation's base effects, no more free lunch from Powell's pressers, previewing tomorrow's GDP release, higher rates have yet to bite corporate treasurers, the downside to falling inflation, stock market concentration, and crypto trading volume at extreme low
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Cartoons
July 26, 2023
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Quick Comments/What We’re Reading
July 25, 2023
Today's topics include the rising cost of carrying debt, hawks vs. doves, consumer spending, playing accounting games with uninsured deposits, economists push back on idea of soft landing, and tech returns closing in on crypto returns
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Cartoons
July 25, 2023
Conference Calls
Is the Fed Done?
July 24, 2023
A replay of our July 27, 2023 conference call.
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Q2 2023 Earnings Update: Where We Are Before Big Tech’s Big Week
July 24, 2023
Q2 2023 earnings reports have started to come in. S&P 500 operating earnings are expected to decline in 2023, with a rebound later in the year and into 2024.
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Quick Comments/What We’re Reading
July 24, 2023
Today's topics include wages could determine likelihood of soft landing, Sheila Bair advocates tweaking interest on reserves, prime-age workers, housing's role in inflation, quantifying inflation concerns, time to speed up QT?, interpreting the yield curve inversion, junk debt downgrades, and the threats of CBDCs