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Newsclips
Inside Fixed Income ETF Conference
November 13, 2019
Jim Bianco spoke to the Inside Fixed Income ETF conference in San Diego on November 13, 2019.
Newsclips
Inflation Watch – Medical Care Costs on the Rise
November 13, 2019
The cost of medical care services, which make up almost 7% of the headline number, has risen 8.82% on a 3-month annualized basis. This marks the largest 3-month annualized increase since January 1991!
Newsclips
Impeachment Polls and Betting
November 13, 2019
Public impeachment hearings begin today. Betting markets and polls see Trump getting impeached, but not removed from office. The public hearings will likely sway these numbers.
Newsclips
Elizabeth Warren’s Bear Market Continues
November 13, 2019
The polls and betting markets continue to turn against Elizabeth Warren. Pete Buttigieg is gaining the most ground.
Newsclips
Quick Comments/What We’re Reading
November 13, 2019
Today's topics include FOMO vs. central bank balance sheets, the latest on the trade war, relative global rates, a capital expenditure slowdown, credit spreads, comparing manufacturing sentiment in the U.S. and China, bank deposits on the rise, defending negative rates and underwriting an IPO.
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Cartoons
November 13, 2019
Newsclips
A Look at the Risk-on Rally
November 12, 2019
Risk markets and yields are breaking out higher. Some believe improving economic data is the reason for the breakout. While that can be debated, it is worth noting central banks are expanding their balance sheets again.
Newsclips
Earnings Update – Closer to an Earnings Recession?
November 12, 2019
Q3 2019 earnings season is over 89% complete and it’s looking like it will be a negative growth quarter. Q4 is also close to forecasting negative growth, setting up the potential for an earnings recession.
Newsclips
Quick Comments/What We’re Reading
November 12, 2019
Today's topics include the situation in Hong Kong takes a turn for the worse, getting rates wrong, misclassifying bond funds, a tale of two surveys, Clarida speaks about low rates and low inflation, record Treasury outflows, the most profitable companies in the world, Fed policy during election years and stock market returns by president.
Newsclips
Cartoons
November 12, 2019
Newsclips
Yields Break Out
November 8, 2019
For now, the rally in stocks and the push higher in yields have the ideal backdrop. Both Brexit and trade negotiations are offering positive headlines, but there is no real pressure from the markets to produce actual results. Hope is more powerful than reality.