Jim Bianco joins Bloomberg Asia to discuss the US Economy, Tariffs, Fed Policy, Retail Traders, the Budget Deficit & the Bond Market with Haslinda Amin.
Jim Bianco joins Bloomberg Asia to discuss the US Economy, Tariffs, Fed Policy, Retail Traders, the Budget Deficit & the Bond Market with Haslinda Amin.
Through Monday, 335 (67%) companies have reported and the year-over-year annualized quarterly growth rate stands at 9.14%. This is below recent quarters, but well above last week's estimate.
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.
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
This week, everything aligns, and we get a deluge of data (GDP, Payrolls, ISM, etc.), central bank meetings (The Fed on Wednesday, in addition to the Bank of Canada and Japan), announcements (the quarterly refunding announcement), and earnings (including Apple and Microsoft). Join us as we assess the data and how/if it changed anything.