Newsclips
Inflation Watch – Energy CPI Turns Negative
January 11, 2019
Year-over-year energy inflation turned negative for the first time in over two years.
Year-over-year energy inflation turned negative for the first time in over two years.
Today's topics include our comments on Powell and U.S. debt levels, the Federal Reserve, the government shutdown, the yield curve, LBO funding, hedge fund performance, everything in China is a buy, the rally in crude oil, the bear market and the trade war.
https://twitter.com/Birdyword/status/1083638418192531456
A replay of our January 10, 2019 conference call.
Last month we asked if inflation expectations would whipsaw if crude oil rebounded. Now that crude is up 23% in the last 10 days, will the Fed change its outlook?
Today's topics include the growth of BBB debt, technical issues in setting Fed policy, window dressing the FOMC minutes, more evidence that the rate hikes are over, the rise of algos, the disappearance of junk bonds, volatility funds and crude oil's streak at risk.
Join us for our conference call on January 10, 2019 at 9 AM CT.
The Fed wanted the balance sheet to be on automatic pilot because they thought it had little impact on monetary policy. The market thought otherwise and the funding markets rates might be showing how.
An early look at the 2020 elections via the betting markets
Today's topics include weak Treasury demand, the stock/bond relationship, Bullard speaks, what to look for in the FOMC minutes, earnings, Gundlach speaks, negative interest rates in Denmark, tech stocks and Italy's populist revolution.