Newsclips
Talking Markets
February 7, 2020
On January 22, 2020, Jim sat down with Doubleline Co-CIO Jeff Sherman for his Sherman Show podcast.
On January 22, 2020, Jim sat down with Doubleline Co-CIO Jeff Sherman for his Sherman Show podcast.
The smallest firms in the U.S. have been a major driver of job growth since the Great Recession. Firms with fewer than 50 employees have shown positive momentum lately.
Sanders's chances of being the Democrat nominee are increasing. Trump is having the best week of his presidency from an approval standpoint.
Today's topics include value stocks and the importance of intangible assets, the everlasting U.S. expansion, markets' muted response to earnings, tech start-ups across the globe, an update on Iowa, different takes on Boeing's effect on the economy, skirting the tariffs, the politics of an OPEC supply cut and a look at the top 1% in different countries.
Market measures are pricing in a Fed rate cut in 2020. Fears of supply chain disruption are driving this idea.
Today's topics include is this QE?, attempting to model the growth rate of the coronavirus, OPEC & crude oil supply/demand, the odds of a brokered convention, phase one tariff reductions go into effect February 14, a note on long-term revisions in tomorrow's payroll report, euro area inflation, still looking for a fix for the ratings agencies and Keynes as an art investor.
As we await the final Iowa caucus results, the betting markets are offering clues about how things are going to shake out. Sanders was damaged but is still leading for the overall nomination. Biden in big trouble. Is a brokered convention coming? Trump's odds of winning the general election are at new highs.
Today's topics include corporate zombies, coronavirus and the trade deal, contango in the crude oil market, housing's weight in inflation, skepticism on the yield curve, presidential approval and the stock market, fighting currency manipulation, a look at munis, and comparing Tesla's mania to bitcoin's.
Yesterday Jim joined The Final Round on Yahoo Finance to discuss the coronavirus's impact on the markets, both foreign and domestic.