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February 21, 2025
The Trump administration appears to be borrowing Silicon Valley’s playbook in moving fast and breaking things. They desire a lower 10-year yield, which would likely require a lower dollar. The Mar-a-Lago Accord is a rumored proposal to radically restructure U.S. Treasury debt, converting foreigners’ holdings into ultra-long-term debt with a lower coupon. Watch the replay… <a class="more-link" href="https://www.biancoresearch.com/conference-call-replay-notes-detailing-the-rumored-mar-a-lago-accord/">Continue reading <span class="screen-reader-text">Conference Call Replay & Notes – Detailing the Rumored Mar-a-Lago Accord</span></a>
Join us today, February 20, 2025 for our next conference call.
Today's topics include pushing the dollar lower, the wait-and-see FOMC minutes, DOGE, overvalued stocks, the market is no longer one dimensional, European stocks vs. U.S. stocks, and an eye on the yen & Japanese inflation
In the latest installment of Talking Data, Alex discusses gold's rally.
Today's topics include What is the Mar-a-Lago Accord?, returns since the stock market's pre-covid peak five years ago, today's tariff headlines, China's true holdings of U.S. treasuries, European gas stockpiles, U.S. stock market exceptionalism, BoJ policy, and using news headlines to predict the stock market
Jim Bianco joins Fox Business to discuss “The Mar-A-Lago Accords” with Charles Payne.
The Trump administration appears to be borrowing Silicon Valley's playbook in moving fast and breaking things. They desire a lower 10-year yield, which would likely require a lower dollar. The Mar-a-Lago Accord is a rumored proposal to radically restructure U.S. Treasury debt, converting foreigners' holdings into ultra-long-term debt with a lower coupon.
The Q4 2024 earnings season is nearing its end. Full-quarter growth has accelerated as companies have beat expectations.
Today's topics include more on inflation seasonality, inflation expectations, finally something other than wait-and-see from a Fed official, risk-on, risk-off, an alternate take on the CAPE ratio, stock market dispersion, the Dow vs. S&P 500, the state of the housing market amidst high mortgage rates, and hedge funds find loophole in European corporate bonds