The economy appears strong, inflation seems sticky, the stock market is hitting new highs while credit spreads are at generational lows, and the market may even be signaling that the Fed is now neutral.
Jim Bianco joins Bloomberg to discuss Fed Division, the Fed's Inflation Target & the Labor Market with Jonathan Ferro & Lisa Abramowicz.
Jim Bianco joins Bloomberg to discuss Fed Division, the Fed's Inflation Target & the Labor Market with Jonathan Ferro & Lisa Abramowicz.
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Today's topics include will the government shut down tomorrow night?, scrutinizing Miran's change of heart on the neutral rate, Supreme Court responds to Cook, Barkin mentions high degree of uncertainty, the race for Fed chair, the Fed's balance sheet, comparing global financial asset growth, narrow corporate spreads, and blockchain coming to the SWIFT payment system
Today's topics include Miran's case for speedy cuts, AI-related stocks dominate S&P 500 returns, if AI were a bubble..., loaded up on stocks, watching for liquidity issues, more tariff news, slowdown? what slowdown?, and is it time to replace the fed funds rate?
The Trump administration has made the Federal Reserve's job all the more difficult, creating uncertainty on several different fronts.
The U.S. Department of Housing & Urban Development labels roughly half of all renters as either "cost-burdened" or "severely cost-burdened" in paying for shelter.
S&P 500 constituent level implied volatility tends to be higher than index level implied volatility.
Although tokenized assets are a drop in the bucket compared to real-world assets, their growth has been remarkable.