Today's topics include previewing tomorrow's payrolls report, why are rates going up?, a reminder that stocks can actually go down, irrational exuberance, time for the 40/60 portfolio?, FOMC minutes confirm market pricing on pause, the next FOMC chair, the UK in bond vigilantes' crosshairs, further debunking of the January indicator, and Bitcoin ETF outflows
Today's topics include bond yields break out towards 5%, are rates too high?, stocks & bonds, UK borrowing costs, more on the dollar, crude gains as harsher winter hits stockpiles, the struggle of active managers to beat equity benchmarks, housing market, and China's currency weakens further
Equity prices are fully valued, suggesting low future returns. The Fed is cutting rates, yet long-term yields are rising along with inflation fears. The economy remains strong. Given all this, where do bonds fit in a portfolio? Is the 60/40 as we know it dead?
Join us today, January 7, for our next conference call.
Today's topics include what I learned in my first year managing fixed income, bonds offer a yield again, TIPS vs. treasuries, European natural gas storage, Fedspeak, Barr to step down as Fed vice chair, the idea of permanently doing away with debt ceiling, stock market breadth, and bankruptcies on the rise
Today's topics include what rates mean to stocks, be careful with seasonality data, central banks expect to continue cutting rates in 2025, Fedspeak, the Fed's communication breakdown, cracks in the labor market, how high can profit margins go?, Bernanke weighs in on Trumponomics, the U.S. vs. the rest of the world, and free markets need creative destruction
Jim Bianco joins Fox Business to discuss the K-Shaped Economy, Stubborn Sticky Inflation & Tariffs with Charles Payne.
A replay of our January 7, 2025 conference call.