Inflation
Weekly Research Recap
July 18, 2025
Some interesting charts from our recent posts
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Page 34 of 800Talking Data Podcast
Talking Data – Will Trump Fire Powell?
July 17, 2025
In the latest installment of Talking Data, Jim discusses the potential of Powell being fired and what that means for the Fed.
Financial News
Quick Comments/What We’re Reading
July 17, 2025
Today's topics include a history of central bank political pressure, Williams sees tariffs boosting inflation by 1%, the return of operation twist?, the big banks report quarterly results, the big mac index, and stablecoin adoption
Humor
Cartoons
July 17, 2025
Financial News
Quick Comments/What We’re Reading
July 16, 2025
Today's topics include how much T-bill issuance is too much?, defending the Fed from Trump's attacks, tariff inflation, keeping score in the trade war, the 60/40 portfolio, Bill Gross offers thoughts on inflation, home prices, and tokenized money market funds
Humor
Cartoons
July 16, 2025
Data Reports
Inflation Watch – The Game of Wait-and-See Continues
July 15, 2025
While inflation data might be benign enough to allow the Fed to cut rates at some point this year, the labor market is not nearly weak enough to demand such a move. We believe the trade war will continue to cast enough uncertainty to keep the Fed in wait-and-see mode.
Earnings
Q2 2025 Earnings Update: Financials on Deck
July 15, 2025
Q2 2025 earnings season began last week, and through yesterday, 22 companies have reported. Growth is expected to be well below recent quarters.
Financial News
Quick Comments/What We’re Reading
July 15, 2025
Today's topics include Bessent's plan for debt management, the right level of ample reserves, the 'mad man' approach creates unpredictability, port of LA cargo volume surge, U.S. & E.U. trade situation, Japan's long end rates surge, a pretty good perspective of what Miran envisioned for the U.S. economy, and more wait & see
Humor
Cartoons
July 15, 2025
Markets
Jim Bianco comments on Trump applying pressure on Powell, where Fed policy should be & second-half market opportunities
July 14, 2025
Jim Bianco joins the Schwab Network and Fox Business to discuss Trump applying pressure on Powell, where Fed policy should be & second-half market opportunities.
Central Banks
Jim Bianco comments on Trump applying pressure on Powell, where Fed policy should be & second-half market opportunities
July 14, 2025
Jim Bianco joins the Schwab Network and Fox Business to discuss Trump applying pressure on Powell, where Fed policy should be & second-half market opportunities.