Newsclips
What Changed Since the Last High?
April 24, 2019
With the S&P surpassing its September 20, 2018 high, we compare the state of the market and economy now versus then.
With the S&P surpassing its September 20, 2018 high, we compare the state of the market and economy now versus then.
Today's topics include the fed funds rate, uncertainty at the ECB, the trade war, global uncertainty and the growing U.S. deficit, European ETFs see massive inflows, earnings beats, FinTech startups and more on the state of capitalism.
The effective fed funds rate broke above the interest on excess reserves rate. If this problem persists or grows worse, it could be an issue for Fed policy.
Today's topics include the "New Mediocre" global economy, the Federal Reserve, low stock market volatility, checking in on tech stocks, why the strong dollar is hurting U.S. companies, ECB stock purchases, investors seek to save the planet, perishable money and fighting a recession, China and Herman Cain.
The next few weeks will tell us if Q1 2019 will end as a negative earnings quarter. Q2 forecasts continue to decline and company guidance suggests the headwinds are not over.
Listen to Jim Bianco being interviewed on the Sherman Show Podcast.
Today's topics include the market's reaction to the Fed, the politics of oil, bond maturities, making ETFs less transparent, the top risks to the markets, yellow vests, hedge funds turn optimistic, the Fed ponders the conditions for a rate cut, the yield curve as a recession indicator and capitalism under fire.
Today's topics include Fed President Kaplan speaks, the Mueller Report, the panic of 1819, profit margins, Joseph Stiglitz on Socialism, the slowing global economy, Germany, corporate debt and non-transparent ETFs.