Jim Bianco joins Bloomberg Radio to discuss Tariff-Driven Inflation, TINA & American Exceptionalism with Tom Keene and Paul Sweeney.
Today's topics include some historical perspective for strikes on Iran, FOMC politics, comparing stock & bond yields, shrinking government jobs, quantifying the effect of deportations on the economy, business as usual in Strait of Hormuz?, repatriating gold reserves, and the anything-but-America trade
Join us Today, June 20, 2025 for our next conference call.
Today's topics include dissecting the Fed's latest dot plots, the time-lag problem with Trump's policies, understanding Fedspeak, foreign Treasury demand, Fed remittances to the Treasury, the difficulty in cutting federal spending, an eye on the Strait of Hormuz, and stablecoins & monetary policy
Today's topics include what's ahead for the Fed?, productivity is the American economy's greatest asset, the cost of food, clock continues to run on trade deals, the new retail question: does anything ever really happen in markets?, the fate of the dollar, companies are getting leaner to grow faster, on supplementary leverage ratio changes, and stablecoin legislation takes another step forward
Many have been concerned about a slowdown in consumer spending leading to a broader economic slowdown that might impact bottom-line earnings growth. These concerns are not reflected in the data.
Today's topics include Fed officials have their eye on inflation expectations, Trump's battle with the Fed, the latest on Iran, oil supply & demand, foreign demand for U.S. treasuries, active vs. passive ETFs, betting against the dollar, central banks' gold purchases, and Lagarde on the euro's big opportunity
Where should yields be? What are the current drivers of the bond market? What is the latest on inflation and the economy?