Tag Archives: Markets

June 24, 2024
Markets

This is as Good as Inflation is Going to Get
Bespoke Commentary

Jim Bianco discusses this saying that PCE data shouldn?t move the market too much. He talks about how he would pay attention to the University of Michigan Inflation Expectation which will be on Friday as well. He goes over next steps for the Fed, highlighting that this is as good as inflation is going to get. Finally, he looks at how the consumer has been a big driver of this economy.... Read More

June 21, 2024
June 20, 2024
June 18, 2024
Markets

Quick Comments/What We’re Reading
 |  Newsclips

Today's topics include stocks & liquidity, are you ready for another round of debt ceiling drama?, El-Erian argues timing of first cut matters as much as terminal rate, higher rates present opportunity for active equity, Fed communication, gold as a global reserve, the rental market & inflation, and momentum trading... Read More

June 17, 2024
June 14, 2024
June 7, 2024
Markets


Flow of Funds

Breakdown Of Debt Markets   Breakdown Of Equity Market   Private vs. Government Credit A Look At Households/Consumers ?? Real Estate Overview Cash On The Sidelines... Read More

June 6, 2024
June 4, 2024