Today's topics include previewing tomorrow's payrolls report, Fedspeak, bonds as a hedge to stocks, some hope for small cap stocks, the odds of a BoJ hike tumble, more on the partisan nature of business owners/executives, the number of billionaires rises, and another crypto milestone
Join us today, December 4 for our next conference call.
Today's topics include the OECD's global economic outlook, Fedspeak, the relationship between Treasury yields & relative U.S. stock returns, bullish bond market sentiment, charting tariffs, China's leverage in the tariff war, a bubble checklist, and oil supply & demand
Today's topics include the jobs market, more on U.S. vs. European valuations, comparing productivity among G7 countries, Fedspeak, politics & sentiment, some technical reasons for stock bullishness, gold vs. stocks, quantifying the return of the carry trade, and the yuan's slide continues
pic.twitter.com/hssREza9jK — Elon Musk (@elonmusk) December 1, 2024
A replay of our December 4, 2024 conference call.
Jim Bianco joins Schwab Network to explain why the Fed should not cut rates anymore with Caroline Woods.
U.S.-based momentum stocks continue to power the stock market higher in 2024. Gold and cocoa are both posting great returns this year.
Today's topics include U.S. markets relative to the global economy, the strange state of the U.S. housing market, the rising cost of McDonalds, Japanese yields' furious rise continues on hike anticipation, OPEC & the price of oil, worry about the Japanification of China, shipping fees & the holiday season, what's ahead for the dollar, Saudi holdings of U.S. Treasuries, and banking industry competition heats up