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The Speed of the Post-Liberation Day Recovery
June 3, 2025
The recovery in U.S. markets since Liberation Day has been quite impressive across many asset classes and strategies. How far have we come since nearing bear market territory?
Newsclips
Quick Comments/What We’re Reading
June 3, 2025
Today's topics include The OECD's economic outlook, unanchored inflation expectations, what's next for the big beautiful bill?, trading tariff volatility, Larry Fink on globalization, Japan's 10-year auction sees solid demand, the retail crowd loves 0DTE options, what would the U.S. give up if it lost reserve currency status?, and Fannie/Freddie.
Newsclips
Cartoons
June 3, 2025
Media & Communications
Jim Bianco joins the Schwab Network to discuss Tariffs/Trade Deals, Fed Rate Cuts, the 4-5-6 Market
June 2, 2025
Jim Bianco joins the Schwab Network to discuss Tariffs/Trade Deals, Fed Rate Cuts, the 4-5-6 Market with Nicole Petallides.
Focused Research
CoT Commentary: Small Traders Largest Gold Net Long Since 2022
June 2, 2025
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.
Focused Research
Total Return Review – Updating Markets’ Reactions to Inflation & Trade War
June 2, 2025
Gold has trended higher this year on inflation concerns. The dollar has depreciated and U.S. stocks have lagged as investors remain concerned about the consequences of the trade war.
Newsclips
Quick Comments/What We’re Reading
June 2, 2025
Today's topics include the economy & tariffs, thoughts on the dollar, buyers strike for 30-year Treasuries?, quant driven strategies continue to grow, characterizing the 2025 equity market, El-Erian on the fed's difficult position, summer vacation travel, eyes on more JGB auctions this week, Warsh criticizes the Fed for not doing more on debt, and concentration risk in private credit
Newsclips
Cartoons
June 2, 2025
Charts of the Week
What is the Proper Level of Rates?
May 30, 2025
Long-term yields are loosely tied to nominal GDP growth. Nominal means real growth plus inflation. Indeed, we find that long-term bond yields should and do approximate nominal GDP growth.
Newsclips
Quick Comments/What We’re Reading
May 30, 2025
Today's topics include U.S.-China shipments are still flowing, how are tariff-impacted stocks trading?, Fedspeak, 'Sell in May & go away' backfires in 2025, more on tariff court ruling, the state of the labor market, the state of the housing market, American military might versus China's booming capacity, the future of Fannie & Freddie, what is Section 899 in the 'big beautiful bill?', and quantifying EU-US business relationships