Charts of the Week
Weekly Research Roundup
May 15, 2019
Our top posts from the last week
Our top posts from the last week
A look at inflation since 1800
The march toward the first Fed cut continues. Economists continue to fight this move.
Trump's trade war with China has actually garnered its fair share of bipartisan support.
Today's topics include the BofA fund manager survey, Ester George, falling bond yields, negative fee funds, Gundlach, China's slowing economy, Slack's IPO, crude oil, the falling yuan and paying for tariffs.
With 90% of companies now reporting Q1 2019 results, earnings growth turned positive. However, the growth rate is still below the inflation rate, as are the Q2 2019 and Q3 2019 earnings forecasts.
Yesterday Jim was on CNBC with Rick Santelli talking about the Chinese trade war and the Fed.
Our latest Bloomberg column
Today's topics include the stock market correction, Bitcoin's latest bull market, Dudley argues for MMT, the Fed's inflation target, investor positioning, job growth in small businesses, the junk bond market and Monsanto ordered to pay $2 billion.
A transcript of our May 9, 2019 conference call.