In today?s installment of Talking Data, Jim and Ben discuss central banks? acceptance of larger deficits and fiscal spending in hopes of promoting full employment.... Read More
In the latest installment of Talking Data, Jim and Ben discuss investors' recent ability to shrug off higher yields and inflation expectations.... Read More
In the latest installment of Talking Data, Jim discusses the rotation from growth to value and how it seems to be more about interest rates and less about reopening stocks.... Read More
In our latest installment of Talking Data, Jim and Ben discuss the very confusing and misunderstood nature of investor flows of late.... Read More
In today's installment, Jim and Ben debate the seeming evaporation of liquidity risks across markets thanks to monetary and fiscal policy.... Read More
In today's installment of Talking Data, Jim delves into cryptocurrencies and DeFi. Both have the potential to force monumental changes in the financial world.... Read More
Markets react as U.S. 30-year Treasury yields have risen to their highest since the start of the pandemic following hopes of a speedy economic recovery. ... Read More
In today?s installment of Talking Data, Jim and Ben delve into rising interest rates and volatility along the U.S. Treasury curve.... Read More
In today?s installment of Talking Data, Jim and Ben discuss if and when inflation may return.... Read More
In today?s installment of Talking Data, Jim and Ben discuss recent trends and expectations for U.S. Treasuries, the forgotten asset class.... Read More
In today?s installment of Talking Data, Jim and Ben break down the burgeoning community of small investors.... Read More
In today?s installment of Talking Data, Jim and Ben discuss Yellen?s ?go big? testimony, the potential for 50-year bonds, and Robinhood investors.... Read More
In today?s installment of Talking Data, Jim and Ben debate the U.S. dollar?s roughly 10% dive since mid-May 2020. Has the U.S. dollar finally found support?... Read More
In today?s installment of Talking Data, Jim and Ben discuss extremely low real yields and some of the oddities occurring within inflation expectations.... Read More
In today's installment of Talking Data, Jim and Ben discuss the biggest surprises across a wild year of asset returns in 2020. Bigger picture, 2020 was the year of trading with the Federal Reserve, which may not be repeated in 2021.... Read More
In today?s installment of Talking Data, Jim offers new insights into the Georgia Senate elections next week (January 5).... Read More
Jim and Ben recap and offer new insights into their outlooks for inflation in 2021.... Read More
In today?s installment of Talking Data, Ben discusses TIPS, inflation expectations and how owners equivalent rent may be a game-changer heading into 2021.... Read More
In today?s installment of Talking Data, Jim and Ben discuss whether risk markets are ahead of themselves.... Read More
In today?s installment of Talking Data, Jim and Ben discuss the recent rise in long-end Treasury yields.... Read More