Conference Calls
The Markets Get Volatile
January 24, 2022
A replay of our January 27, 2022 conference call.
A replay of our January 27, 2022 conference call.
Q4 2021 earnings season is underway with 64 (13%) S&P500 companies already reporting results. Earnings growth is expected to be 21%.
Today's topics include could the Fed actually sell its bonds?, Goldman on rate hikes, all things inflation, the Fed put in an inflationary environment, a look at the drawdowns thus far, studying bubbles, the supply chain's problems hit food supplies, analyzing earnings, record ETF volume, Buffett catches up with Wood, and cryptos vs. the legacy banking system
Is the World Collapsing? Inflation, The Fed, & Macro Markets | Jim Bianco Jim Bianco: Another sign that the market expects the Fed to hike in March. Jim Bianco: Here is the chart, today, if the SPX closes below the 200d MA today, the streak above it ends at 409 trading days, the longest streak… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – January 21st, 2022
We believe the Fed will find it nearly impossible to start a digital currency. If they actually start one, it will come with so many rules and restrictions that adoption will probably disappoint. The Fed's new paper on CBDCs only underscores our belief.
Today's topics include on the Nasdaq's 'correction', quantitative tightening, economists expect three or four hikes this year, SPAC craze fades, Grantham calls for 50% S&P correction, bank profits in a rising-rate environment, doubting DeFi, and ETH vs. the crypto world
https://twitter.com/OGDfarmer/status/1484325182848208896?s=20
Core inflation in the U.S. is among the highest in the developed world.
The yield curve is eight for eight in predicting recessions over the last 50 years. It also correctly predicted the double-dip recession in the early 1980s.
Wage growth among younger, less experienced workers has moved markedly higher, while wage growth among established workers has been more subdued.
Where does the current selloff across markets stand from a historical perspective?