Today's topics include was Bessent correct?, Bessent sees six or seven rate cuts, Powell's worst case scenario?, shipping slowdown, Fedspeak, volatility continues lower, equity allocations, the cardboard box indicator, stocks climbing a wall of worry, and questioning AI spending
Jim Bianco joins Fox Business to discuss Fiscal Dominance, the Housing Affordability Crisis, Potential Powell Successors & Market Concentration Risk with Charles Payne.
Jim Bianco joins Fox Business to discuss Fiscal Dominance, the Housing Affordability Crisis, Potential Powell Successors & Market Concentration Risk with Charles Payne.
Investors are looking for an interest rate cut — but the market may not respond as expected when it comes.
Investors are looking for an interest rate cut — but the market may not respond as expected when it comes.
We have discussed labor inputs, capital investments and labor productivity, and the adoption potential of AI. We now examine whether AI can drive long-term potential growth higher.
Today's topics include more on yesterday's CPI release, give an inch & they'll take a mile, the different ways of calculating tariffs, Fedspeak, Dudley shoots down idea that shrinking balance sheet could set table for rate cuts, strong balance sheet stocks post third weekly outperformance, modernizing government data collection, E.J. Antoni's credentials, the latest on Chinese trade negotiations, credit spreads narrow as government finances deteriorate, and buying vs. renting
Slowing payrolls and massive revisions might have more to do with collapsing population growth than a slowing economy. This is because the border is closed. Cutting rates to stimulate job growth will only lead to more inflation and exacerbate the problem.
This morning's CPI release came in right at expectations. Traders pushed the odds of a rate cut marginally higher.
Through Monday, 450 (90%) companies have reported, and the year-over-year annualized quarterly growth rate stands at 10.48%. This is slightly below recent quarters, but well above pre-reporting season estimates.