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
In the latest installment of Talking Data, Ben and Jim discuss inflation fears trickling from consumers to investors and eventually central banks.... Read More
In this installment of Talking Data, Ben and Jim discuss the latest inflation data, the market's reaction, and the Fed's potential response.... Read More
In this installment of Talking Data, Ben and Jim distill Powell's presser and the onset of the taper.... Read More
In today?s installment of Talking Data, Ben and Jim discuss the lukewarm inflation report, which did little to settle the transitory versus persistent debate.... Read More
In today?s installment of Talking Data, Jim and Ben discuss whether inflation is becoming persistent, what happens if economic growth moderates, and how the Fed and market might react.... Read More
In today?s installment of Talking Data, Ben, Kristen, and Jim discuss what it will take for yields to press even higher along with the potential impacts of the debt ceiling debate and Fed transgressions.... Read More