Month-over-month inflation declined for the first time since May 2020. Supercore inflation's year-over-year growth rate fell to its lowest since March 2021. While this is welcome news for those concerned about inflation, the data does not yet reflect any of April's tariff effects.
Today's topics include what is the tariff rate after yesterday's pause?, what about American services?, will the rally continue?, the bond market remains the most important decider of policy, discussing yesterday's massive bounce, updating chances of a recession, Fedspeak, the United States vs. China, ...vs. the European Union, and tariffs are a reminder of Brexit
Jim Bianco joins CNBC to discuss Bond Market Volatility, Inflation & Tariffs with Kelly Evans.
Today's topics include is the basis trade behind the rise in yields?, bonds as a hedge to stocks, yesterday's poor treasury auction, differing opinions on treasuries' safe haven status, Timiraos lays out the Fed's dilemma, inflation expectations - choose your own adventure, recession odds, and an eye on Trump's approval rating
Jim Bianco joins Bloomberg to discuss Uncertainty & Volatility in the Markets, Tariff Negotiations with Romaine Bostick & Alix Steel.
Amid market panic and a selloff rivaling Black Monday, investors should take comfort in the fact that, assuming no recession, lower prices mean frothy valuations ease and earnings might once again justify prices.
Today's topics include tariffs' binary outcome laid bare yesterday, is China selling treasuries?, Ray Dalio on the new world order, a volatile day for yields brings record TLT volume, catching a falling knife, no Fed put this time around?, the 60/40 portfolio, an eye on potential funding strains, and bunds as an alternative to U.S. treasuries
The most interesting move in the last several days has been the inability of the bond market to rally on concerns of recession and a market crash. Why is this happening?
The Commitments of Traders report gauges position changes among different types of market participants.