Markets
Recession, The Economy and the Yield Curve
April 8, 2019
Jim Bianco discussed the yield curve and the economy at NDSU on Thursday, April 4, 2019.
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Earnings
Q1 2019 Earnings Season Starts This Week
April 8, 2019
Q1 2019 earnings seasons gets underway this week with Delta and Bed Bath and Beyond reporting. On Friday, many large financials report earnings. Analysts continue to expect a poor quarter.
Central Banks
The Disappearance of the Fed Funds Market
April 5, 2019
At some point, the Federal Reserve will have to figure out a different way of conducting policy. They can't simply walk away from IOER, because that is effectively how they control interest rates.
Media
Fixed Income ETFs – Opportunities and Challenges
March 13, 2019
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Markets
Conference Call Replay – Can the Fed’s Dovish Tone Outweigh...
March 12, 2019
A replay of our January 25, 2019 conference call
Central Banks
Blame the Fed for MMT
March 12, 2019
Although the concept of modern monetary theory has been around for some time, Ben Bernanke laid much of the groundwork for applying it to real-life scenarios.
Central Banks
The Fed On 60 Minutes On March 10
March 9, 2019
What will they talk about?
Economy
Slowing Global Growth Continues
March 9, 2019
No signs of bottoming
Markets
The World of Negative-Yielding Bonds
March 7, 2019
With 10-year yields near the low end of their range of the past year, negative-yielding debt still makes up almost a third of all global sovereign debt.
Central Banks
Will the Fed and Markets Get Back on the Same Page?
February 28, 2019
Ending balance sheet reductions this year will go a long way to getting the Fed and markets back on the same page.
Inflation
The Most Important Driver of Inflation?
February 27, 2019
The Fed thinks everything begins with inflation expectations. This is a dubious idea that is next to impossible to measure.
Media
SFBTA Conference Handout: Economic Update
February 11, 2019
Our handout for the Florida Bond Traders Association Annual Conference.