Today's topics include retail trading, more on data collection after the BLS commissioner's firing, more on population growth, Dudley on the two dissents at the last FOMC meeting, the market's reliance on AI & Nvidia, reorienting the Fed's dual mandate toward productivity, Treasury returns, insider selling, trend-following strategies suffer, and spot crypto trading coming to an exchange near you
Jim Bianco joins Fox Business to discuss an overhaul of economic data collection, fiscal dominance & why rate cuts fail with Charles Payne.
Slowing payrolls and massive revisions might have more to do with collapsing population growth than a slowing economy. This is because the border is closed. Cutting rates to stimulate job growth will only lead to more inflation and exacerbate the problem.
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Today's topics include Trump to replace BLS statistics chief, Kugler's resignation opens door for changes at Fed, the odds of a rate cut at the September FOMC meeting, purchasing power, comparing wealth by generation, another sign of a changing labor force, the garbage rally, and the housing market's woes
Nonfarm payrolls grew by 73k jobs in July, missing the economists' median estimate. The July data suggest a slower pace for the labor market, with revisions taking a large chunk out of May & June growth.
U.S. stocks have produced a higher return than the fixed income market at the cost of higher volatility.
Today's topics include Liberation day 2.0, explaining dissents, BoJ rate hike probabilities, Japanese stock traders are bearish, the yuan's bad week, currency impacts in Europe, trading bonds electronically, the money being thrown around for AI is unreal, and Dalio takes his final step away from Bridgewater
Today's topics include previewing tomorrow's payrolls report, can the US become more productive?, two dissents & no move, tech earnings dominate, photo finish trade deals, details on the QRA & Treasury issuance, understanding Fedspeak, and gold rush