Today's topics include tax season will be critical for x-date projections, tariff headlines, U.S. exceptionalism, money flowing into European stock ETFs, not all Eurozone yields are the same, active vs. passive investing, stocks might give you 3% annualized over the next decade, and prospective returns on high-yield debt
Today's topics include what was the selloff really about?, moving forward with global economic realignment, more discussion on slowing QT, Bessent & Yellen & QE by other means, accepting higher rates & higher prices, what are consumers spending on?, dollars fall takes foreign investors with it, the S word & the Fed, and was the levered ETF boom a good idea? maybe not
Trump is not interested in tweaking the current status quo. His agenda is a realignment of the world order. This has been accompanied by heightened uncertainty and volatile markets. We will also discuss the FOMC meeting.
Join us today, March 20, 2025 for our next conference call.
Today's topics include talkin' about the FOMC meeting, dissecting the Fed's latest dot plots, qt slows to a crawl, understanding Fedspeak, the OECD's annual global debt report, European exceptionalism?, and Trump back to pressuring the Fed
Jim Bianco joins Bloomberg to give his thoughts on today’s FOMC Statement with Jonathan Ferro, Lisa Abramowicz & Tom Keene.
Monday's retail sales report was disappointing, adding to concerns of a growth slowdown in the United States. Is this a legitimate concern? Are consumers still spending?
Today's topics include the meeting before the meeting, what to watch for in the Fed's dot plots, will the Fed slow the pace of QT?, different inflation expectations, stock market vigilantes, the decline of U.S. exceptionalism, the wealth effect & consumer spending, and big inflows into short-term treasury funds