Newsclips
Who Are the 2020 Leaders?
August 2, 2019
The betting markets are akin to a real-time poll. We use them to show how the 2020 election is unfolding.
The betting markets are akin to a real-time poll. We use them to show how the 2020 election is unfolding.
The smallest firms in the U.S. have now shed jobs three months in a row. While far from a trend, this could be worth watching.
Today's topics include the trade war, deregulation and the 2020 election, stock buybacks, the case for people's quantitative easing, Judy Shelton speaks, what's next for the Fed, Germany's yield curve, China's global economic, leveraged loans and yen-dominated credit outside Japan.
The handout, audio replay, webinar replay of our August 1, 2019 conference call titled Discussing the July FOMC Meeting and Its Implications on the Markets can be found below. The handout is below: View PDF The audio replay can be heard below: The webinar replay is below:
Jim was on the TD Ameritrade network talking about the Fed.
Monthly fund flows through June 30, 2019
A look at total returns through July 2019
Today's topics include the Treasury's issuance schedule, a preview of tomorrow's payroll report, cash on the sidelines, central banks' gold purchases, a dollar funding squeeze, a strong dollar/weak dollar debate, fixed income ETF flows and low global rates.
As the Fed prepares to cut rates for the first time since 2008, attention will turn to forward guidance. More cuts are expected later this year.
We believe the real fear in the halls of the Fed is not that Trump moves to take over the Fed. Rather, the fear might be that Trump moves to take more control over the Fed and the markets rally in approval.