Today's topics include yesterday's bond auction, more on temporary job losses, record positive sentiment for European corporates, the cost of a refi Is going up, lacy hunt on the bond market, robinhood pulls Its data From public, and Yellen advising Biden campaign
FiveThirtyEight unveiled its election forecasting model, currently giving Biden a 71% chance of winning. Betting markets put Biden's odds at 59%. Why is there such a difference?
Today's topics include the jobs market, updating jobless claims, more on the outperformance of larger companies, a look at CPI's weights in the COVID era, a weak dollar leads to higher foreign demand, and re-equitization
Core CPI jumped at its fastest rate in almost three decades in July. However, inflation still remains below the Fed's 2% target.
Today's topics include gold's evolving spot in a portfolio, Tesla splits, more on the $300 unemployment benefit, inflation vs. deflation, looking for signs of life From the dollar, The SPAC race, China falling short of trade deal promises, UK labor market, small business carnage, and alternative data.
Today's topics include the cost of pandemic unemployment benefits, veepstakes update, airline travel, ratings agencies give EU stimulus thumbs up, junk yields continue lower, the devil's in the details for payroll tax deferral, bigger Is better in the stock market, searching for a vaccine, the euro's rally, and measuring the dollar's decline.
A replay of our August 13, 2020 conference call.
Is our hope for a vaccine to be a "medical bailout" of the economy asking too much?