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May 7, 2025
Jim Bianco joins Fox Business to discuss CEOs, Market Strategists & the Market's Outlook on Tariffs with Charles Payne.
We are closing in on the final stretch of the reporting season. Growth expectations have seen a sharp bounce higher as companies have beaten their bottom-line guidance.
Today's topics include Timiraos previews the FOMC meeting, inflation, yesterday's ISM release, crude oil producers eye breakeven price, Buffett's victory tour, more on shipping logistics, CBO expects an August/September X-date, and is this a bear market rally or a new bull market?
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.
Today's topics include Timiraos reaffirms Fed's wait-and-see approach, stocks go streaking, bearish sentiment, today's tariff headlines, Trump vs. Powell, more on Q1 GDP, the odds of a recession, and China already finding ways to disguise exports to U.S.
Nonfarm payrolls grew by 177k jobs in April, above the most optimistic estimate. At the moment, this news is an optimistic sign given the tariff shock to global trade.
Today's topics include the latest in shipping, why has Gen Z not reentered the labor market?, when will the Fed cut?, Vanguard's S&P 500 ETF sees massive inflows, food prices, China signals willingness to 'talk', details on Japanese trade talks, and foreign investors in Treasuries
Actual, hard economic data is giving little cause for concern and risk markets are clawing their way higher. Soft survey data, on the other hand, is painting a more alarming picture of the future. This puts the Fed in a difficult situation. Join us Thursday as we discuss why the Fed needs to remained focused on their inflation mandate, even if it comes at the cost of a weaker economy.