Today's topics include Trump vs the Fed, the CNBC Fed survey, the stock market is on pace for its worst December since 1931, yield curve inversion, hedge fund performance, investors rotate into bonds, EM currencies and Wall Street bonuses.
Jim appeared on CNBC with Rick Santelli discussing the move from growth funds to value funds as investors de-risk their portfolios.
FOMC rate hike timing is falling in line with global economic growth and inflation expectations.
Search interest in tech-related jobs is leading improvements in broader employment search categories. But slowing economic growth means the wage growth disparity between services and manufacturing is likely to persist in the near term.
Today's topics include Druckenmiller's plea for a Fed pause, Europe's problems continue, dividends to the rescue, China's Central Economic Work Conference, a dry month for junk bond issuance, hoping for a Santa Claus rally, retails tough quarter, shrinking populations, a history of GE and a global conflict gauge.
Leverage bank loans went from bad to worse this week. For now, we do not look at this as a leading indicator of contagion.
While the media continues to hyperventilate about the trade war and the market swings with every Trump tweet, corporations continue to paint tariffs as small and manageable.
Investor flows into interest rate sensitive assets reveal greatly diminished fears long-end U.S. Treasury yields will climb. But, past instances indicate a contrarian signal pointing to higher yields.
As financial sector equities continue to take a beating, signs of a bid for longer-dated bank paper are an interesting development.
Today's topics include central bank balance sheets, why politicians should not attack central banks, economists lower rate hike expectations, 10-Year Treasury speculation, US stock outflows accelerate, a better gauge of financial conditions, the US stock market finally stops shrinking, more on bitcoin, the slowing housing market and the skyscraper index.