Newsclips
Mom & Pop Don’t Worry About FOMO
December 13, 2019
With many Americans focused on capital preservation, investment flows are no longer motivated by the chase for performance.
With many Americans focused on capital preservation, investment flows are no longer motivated by the chase for performance.
Today's topics include the Fed's latest repo schedule, corporate, household and government debt, the UK election, the latest on the trade war, has the market run ahead of itself, the race for the Democrat nomination and consumer vs. corporate spending.
A replay of our December 12, 2019 conference call
Jim appeared on the TD Ameritrade network to discuss yesterday's FOMC meeting.
Today's topics include fixing the repo market, pulling forward future returns, Gundlach warns on credit, the December 15 tariffs could hurt more than past tariffs, credit card delinquency, Japanese pension's war against short sellers and JP Morgan's picks for 2020.
While the Fed is not expected to move rates at today's meeting, Powell has several issues to address in his press conference. Topping this list is the state of the repo market.
Today's CPI release did little to move the needle on FOMC policy.
Today's topics include 2020 forecasts, the battle for IPO supremacy, Twitter and Fed policy, Lagarde's first ECB meeting, China's unique inflation scenario, the junk bond market and Sweden expected to end negative policy rate regime.
Impeachment proceedings, Trump's approval rating, and the Democrat nomination process all have the potential to move markets. We detail their latest standings.