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
In the latest installment of Talking Data, Jim discusses Inflation and Fed Policy.... Read More
In the latest installment of Talking Data, Jim discusses the stock market's rally in 2021.... Read More
In the latest installment of Talking Data, Jim discusses his recent post 'Does the Fed Have a Choice?'... Read More
In the latest installment of Talking Data, Jim discusses his recent post 'Keeping an Eye on Omicron'... Read More
In the latest installment of Talking Data, Jim discusses how the supply chain's woes have led to record profits for shipping companies.... Read More
In the latest installment of Talking Data, Jim looks at stock pickers' poor track record over the decade or more. ... Read More
In the latest installment of Talking Data, Jim discusses the extraordinary moves in interest rates and the yield curve.... Read More
In the latest installment of Talking Data, Jim discusses Powell's comments that seemed to have spooked the markets.... Read More
In the latest installment of Talking Data, Ben and Jim discuss the rise in the short end of the yield curve.... Read More