Weekly Digest
Weekly Research Recap
June 27, 2025
Some interesting charts from our recent posts.
Some interesting charts from our recent posts.
Today's topics include an all-out assault on Powell, the idea of a shadow Fed chair gains traction, NATO agrees to 5% defense spending, an eye on the debt ceiling, a concentrated stock market rally, outflows from bond funds, China's grip on rare earths, and stablecoins are buyers of T-bills
Today's topics include wait & see continues, a momentum-driven market, bonds & government spending, eyes on labor market conditions, a check on valuations, moving down the quality spectrum, euro rally, and Japanese inflation running hot
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.
Today's topics include pressure ramps up on Powell, the U.S. current account deficit, oil's effect on monetary policy, oil supply/demand, Fedspeak, and checking in on port activity
Jim Bianco joins Fox Business to Discuss a Possible Fed Rate Cut in July, Powell's Latest Pivot, Iran's Retaliation & the New York City Mayor Election with Charles Payne.
Jim Bianco joins Fox Business to Discuss a Possible Fed Rate Cut in July, Powell's Latest Pivot, Iran's Retaliation & the New York City Mayor Election with Charles Payne.
Jim Bianco joins Bloomberg Radio to discuss Tariff-Driven Inflation, TINA & American Exceptionalism with Tom Keene and Paul Sweeney.
Today's topics include some historical perspective for strikes on Iran, FOMC politics, comparing stock & bond yields, shrinking government jobs, quantifying the effect of deportations on the economy, business as usual in Strait of Hormuz?, repatriating gold reserves, and the anything-but-America trade