Today's topics include the no-landing scenario gains steam, looking for signs of liquidity strain, more on U.S. government finances, global government finances don't look much better, measuring policy rate uncertainty, stocks vs. bonds over the next decade, gold as a dollar diversifier, China pushes forward with stimulus, and Bitcoin flows
Today's topics include one for the contrarians, IMF sees 'soft landing' ahead, checking in on U.S. finances, yen falls against dollar, ECB cuts 25 bps, U.S. vs. European stocks, a more volatile market pre-election, foreigners own almost a quarter of all U.S. treasuries, and PBOC officially kicks off stimulus effort
Jim Bianco joins Fox Business to discuss Bond Market Volatility, No Landing & the Election with Charles Payne.
The election is less than three weeks away. One would be hard-pressed to identify a “Trump Trade” or a “Harris Trade.” So, does the outcome matter? Will it change Fed policy?
Join us today, October 17, 2024 for our next conference call.
Today's topics include why cut rates in a strong economy?, sticky rent inflation keeps upward pressure on inflation, bond futures positioning will lead to a steeper curve, digesting the gold rally, more on China's stimulus, risky debt instruments making a big comeback, investors want long-term forecasts while Fed looks at short-term data, continuing to kick the maturity wall can down the road, and US stock market dominates global equities
Most see inflation headed back to 2% and, at face value, inflation expectations look in line with this. Digging deeper into expectations produces a different conclusion though.
Today's topics include central banks marching to their own beat?, Bostic sees another 25 basis points in cuts in 2024, no fear in the stock market, fixing China's economic issues, Chinese investors getting tired of waiting for stimulus details, delinquency concerns on the rise, and the idea of cash on the sidelines