In today's installment, Jim and Ben discuss the US 10-year note's tight trading range and how its impending breakout will reverberate across markets.... Read More
In today?s installment of Talking Data, Jim and Ben debate the return of inflation.... Read More
Earlier this week Jim joined JC Parets on his All Star Charts podcast to talk cryptocurrencies and decentralized finance.... Read More
In today?s installment of Talking Data, Jim and Ben discuss inflation, supply chain disruptions, and interest rates.... Read More
In the 50th installment of Talking Data, Jim and Ben tackle the rapid rise in intermediate goods prices along with consumers? expectations for inflation.... Read More
In today?s installment of Talking Data, Jim and Ben discuss the recent turn lower by U.S. Treasury yields after hefty bearish positioning and sentiment. Is this a head fake or does it mark a new trend lower?... Read More
Yesterday Jim was the guest on the Real Vision Daily Briefing with Ed Harrison. They discussed many topics, but focused on supply chain issues and the potential for inflation.... Read More
Coinbase is now public and its value exceeds that of the NYSE. Does this make sense? What should people know about the world of DeFi?... Read More
In today?s installment of Talking Data, Jim and Ben discuss the inflation beat for March and markets? lethargic reaction. Will cost-push inflation emerge? What does this mean for interest rates?... Read More
Earlier this month, Jim was interviewed by The Defiant podcast about the potential of decentralized finance (DeFi). An entirely new financial system is being created. It is still in its infancy and fraught with risk, but it is adapting at a rapid pace and has the potential to uproot the centralized financial system.... Read More
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
If the rise in rates is not over, the bond market still has a problem.... 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