A replay of our May 30, 2019 conference call. ... Read More
Join us for our conference call today at 9 AM CT. ... Read More
Some of the more interesting charts from this week's CoT Update.... Read More
Jim Bianco spoke about 10-year Treasury forecasts in a recent conference call.... Read More
Household debt in the U.S. grew to $13.67 trillion in the first quarter.... Read More
We have argued the markets will apply pressure on China and the U.S. in order to achieve a trade deal. So far, China appears to be taking the brunt of this pressure.... Read More
We discussed the FAANMG stocks in a recent conference call.... Read More
Some of the more interesting charts from this week's CoT Update... Read More
Two financial themes going in opposite directions... Read More
Negative term premium has been the norm for years.... Read More
One thing is sure, and that is a rally in the stock market won't result in a deal between the U.S. and China.... Read More
Today's topics include the stock market correction, Bitcoin's latest bull market, Dudley argues for MMT, the Fed's inflation target, investor positioning, job growth in small businesses, the junk bond market and Monsanto ordered to pay $2 billion. ... Read More
A transcript of our May 9, 2019 conference call. ... Read More
Join us for our conference call on Thursday, May 9, 2019 at 9 AM CT. ... Read More
Today's topics include the trade war, more on the Federal Reserve, corporate debt, Brainard speaks on the "Fed Listens" tour, the Fed's inflation problem, our low inflation world, cheap ETFs, the global stock sell-off, successful market timing, data and policy, Citadel strives to become a primary dealer, forecasting and factor investing, ... Read More