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Page 280 of 3384Conference Calls
Pivot Hopes Still Dominate
January 10, 2023
A replay of our January 12, 2023 conference call
Newsclips
Quick Comments/What We’re Reading
January 10, 2023
Today's topics include underestimating inflation, central banks' credibility in fighting inflation, consumers relying on credit cards, Jamie Dimon says 6% terminal rate is possible, the 60/40 portfolio, an eye on the debt ceiling, pessimism going into earnings season, previewing big bank earnings, and buy the dip or sell the rip?
Newsclips
Cartoons
January 10, 2023
Newsclips
Q4 2022 Earnings Preview
January 9, 2023
With a focus on the Fed tightening cycle, peaking inflation, and a 2023 recession, S&P 500 earnings have declined to reflect the economic pain ahead. Yet, economists and analysts are unsure how far earnings will fall. Taking a look at Q4 2022 earnings might give us a clearer picture.
Newsclips
Quick Comments/What We’re Reading
January 9, 2023
Today's topics include the Fed pivot cycle, a 6% funds rate?, ISM flashes warning sign, another look at wage growth, the rental market, the task of restocking the strategic petroleum reserve, natural gas prices, and options activity
Newsclips
Cartoons
January 9, 2023
Newsclips
Employment in Pictures – Wage Growth Outpacing Core Inflation Past Three Months
January 6, 2023
Payrolls beat expectations for a record ninth month in a row. On a three-month annualized basis, wage growth outpaced core inflation for the first time in over a year.
Newsclips
Quick Comments/What We’re Reading
January 6, 2023
Today's topics include looking at liquidity, commodities still a focus in 2023, inflation & the ECB, Chinese housing, deglobalization: an important macro factor in 2023, trade deficit shrunk in November, reopening China, and centralized crypto firm Silvergate on fast track to failure
Newsclips
Cartoons
January 6, 2023
Charts of the Week
How Worried Is the Market About Debt Default?
January 6, 2023
The press is looking for ways the drama over electing a Speaker of the House might impact the real world. They seem to have settled on it being a warning that a technical debt default is more likely. But there is a way to measure the likelihood of debt default in the Treasury bill market, and it is not showing much concern.
Charts of the Week
FOMC Officials’ Inflation Outlook
January 6, 2023
The percentage of Fed officials reporting upside risks to inflation was slightly lower in the December Summary of Economic Projections, but this comes amidst record uncertainty.