Conference Call
Rate Cuts, the Politicization of the Fed, and Population Growth
July 10, 2025
Join us Today, July 10 for our next conference call.
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Page 79 of 844Financial News
Quick Comments/What We’re Reading
July 10, 2025
Today's topics include a Fed divided, Fed politics, the legality of Bessent being both Treasury secretary & Fed chair at same time, real wages, small businesses feeling pain of trade war, Red Sea attacks, and quantifying wealth by generation
Humor
Cartoons
July 10, 2025
Markets
Rise of the Retail Trader Part II: In the Drivers Seat
July 9, 2025
Retail investors have become a dominant market force and have successfully piled into equity markets this year despite professional money managers' uncertainty. How are these retail investors trading?
Financial News
Quick Comments/What We’re Reading
July 9, 2025
Today's topics include immigration's effect on GDP & inflation, the Treasury gives some guidance on the TGA rebuild, see you in 2027 for the next debt ceiling debates, behind the scenes in the trade war, the next Fed chair, quantifying tariff revenue, fiscal issues, and the problems with a stronger currency
Humor
Cartoons
July 9, 2025
Markets
CoT Commentary: Institutional Positioning Across the Curve
July 8, 2025
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.
Financial News
Quick Comments/What We’re Reading
July 8, 2025
Today's topics include mid-year update on the Bianco Research Fixed-Income Total Return Index, what to expect now that the debt ceiling has been lifted, Dudley pours cold water on administration's attempts to lower rates, tariff headlines, Powell's potential replacements, volatile sentiment swings, are markets too complacent?, the odds of rates returning to zero, and a history of Fannie & Freddie conservatorship
Humor
Cartoons
July 8, 2025
Fed
Rate Cuts, the Politicization of the Fed, and Population Growth
July 7, 2025
Trump has been very vocal in calling for Powell to cut rates immediately, but what might happen if the Fed caves to his wishes? The answer would depend on the state of the economy. On that front, population growth and its implications for the labor market must be considered.
Markets
Is Population Growth Now More Important Than Job Growth?
July 7, 2025
Since the U.S. border was closed to undocumented immigration earlier this year, net immigration has abruptly slowed. This has slowed population growth, meaning the U.S. might only need as few as 10,000 jobs per month by 2026 to cover new entrants in the labor force. So, private sector job growth slowing to 74k, as it did in June, might be more than enough to keep up with population growth.
Earnings
Q2 2025 Earnings Preview
July 7, 2025
Q2 2025 earnings season begins this week. Growth expectations are low at just 2.79%. It remains to be seen if Q2 can outpace Q1 2025's strong growth level of 13.57%.