Today's topics include the latest on the trade wars, Uber's IPO, China's Treasury holdings, the Fed's quest to control the yield curve and inflation, betting against the stock market, hedonic adjustments, income inequality, volatility, the return of the day trader, a new candidate for the Fed board, Dudley argues for a larger fiscal role for Congress and Kevin Warsh speaks out against MMT.
Is that Jerome Powell piloting that plane?!
An inverted yield curve is a market signal that the Fed too tight. Will The Fed listen and cut rates?
Rents are rising at their fastest rate in over a decade, but the 'transitory' drop in apparel prices continues to depress headline CPI.
Today's topics include the trade war with China, the ECB weighs a policy shift, one lousy Treasury bond auction, leveraged loans and Canada's strong economy.
A replay of our May 9, 2019 conference call.
Join us for our conference call on Thursday, May 9, 2019 at 9 AM CT.
Today's topics include the latest on the trade war, tallying the costs of higher tariffs, the Fed's fight against inflation, betting on volatility, yesterday's 10-year auction, a look at small mortgages and a central bank typo.
Given Mr. Dimon's consistently bearish call on rates, we review sentiment measures in the bond market. His opinion is not far off that of economists or traders.
Today's topics include the trade war, more on the Federal Reserve, corporate debt, Brainard speaks on the "Fed Listens" tour, the Fed's inflation problem, our low inflation world, cheap ETFs, the global stock sell-off, successful market timing, data and policy, Citadel strives to become a primary dealer, forecasting and factor investing,