Talking Data – What Will It Take for Inflation to Fall and the Fed to Pivot?
In the latest installment of Talking Data, Jim discusses inflation and the Fed.... Read More
In the latest installment of Talking Data, Jim discusses inflation and the Fed.... Read More
In the latest installment of Talking Data, Jim discusses the inverted yield curve.... Read More
In the latest installment of Talking Data, Jim discusses forward curves.... Read More
In the latest installment of Talking Data, Jim discusses the Fed's priority.... Read More
In the latest installment of Talking Data, Alex discusses the market effects of target date funds.... Read More
In the latest installment of Talking Data, Jim discusses Friday's CPI release and the Fed. ... Read More
In the latest installment of Talking Data, Jim discusses how the idea of transitory inflation refuses to die.... Read More
In the latest installment of Talking Data, Jim discusses the Fed's reverse repo facility.... Read More
In the latest installment of Talking Data, Jim and Alex discuss why the crypto universe needs stablecoins.... Read More
In the latest installment of Talking Data, Jim discusses how the 10-year reacts when the curve inverts.... Read More
In the latest installment of Talking Data, Jim discusses what the yield curve is telling us.... Read More
In the latest installment of Talking Data, Jim discusses the Fed's priority in connection with his March 17 post. ... Read More
In the latest installment of Talking Data, Jim discusses the why the Fed must hike aggressively. ... Read More
In the latest installment of Talking Data, Jim discusses the weaponization of the financial system.... Read More
In the latest installment of Talking Data, Jim discusses the message being sent by the yield curve.... Read More
In the latest installment of Talking Data, Jim discusses how credit trades and what it is signaling.... Read More
In the latest installment of Talking Data, Jim discusses today's inflation report.... Read More
In the latest installment of Talking Data, Jim discusses the outlook for commodities.... Read More
In the latest installment of Talking Data, Jim discusses what ends crypto's correlation to legacy markets.... Read More
In the latest installment of Talking Data, Jim discusses if fund managers are disconnected based on the recent BofA survey.... Read More