Today's topics include a lack of bankruptcies during the pandemic, a government warning on claims data, ECB support for banks, fed support of markets, a potential change to brent crude's calculation, the problems low rates pose for pensions, Shelton's nomination likely reaches end of road, companies burning through cash, americans expect income drops as pandemic assistance nears expiration
Today's topics include inflation expectations at an 18-month high, how fast could the world economy bounce back?, the jobs market for manufacturers vs. services, low wage vs. high wage jobs, still searching for a stimulus deal, updating total returns, more on the stock rotation, the difficulty in pricing bitcoin, and talking with the ECB
The outflows from funds should not be seen as the result of investors de-risking. Rather, investing styles and preferences are changing.
Stock markets across the globe enjoyed one of their best months ever in November.
Today's topics include Tesla's big day, OPEC issues causing problems, new plans announced on LIBOR, Powell on lending programs, digital tax in France, the excess savings argument, Winklevoss says cash is trash, and a tough economic road ahead despite vaccines
A replay of our December 3, 2020 conference call.
The upcoming Georgia Senate races could have a big impact on the makeup of the government over the next couple years. As of this writing, Republicans are expected to maintain control of the Senate.
Equity mutual funds and ETFs saw $73.72 billion in outflows in October, the largest monthly sum on record.
Today's topics include contrarian scenarios for 2021, measuring inflation during a pandemic, detailing the pandemic's effect on the oil industry, the global debt explosion, profiting from the reflation trade, betting on copper, stock market breadth, and the Fed's main street lending program was doomed from the start