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In the latest installment of Talking Data, Jim discusses the resurgence of goods inflation. What’s the latest with shipping? How is this impacting prices? When do things return to normal? Full Video Below: Full Audio Below:...
The basic straight trend-line still projects RRP volume to hit zero at the end of March. Once that occurs, BSR and Treasury issuance will be eating into the liquidity in the financial system pic.twitter.com/iOqAZaQuAL — Scott...
This morning, Jim was on Bloomberg TV talking about the upcoming year. To watch a reply, click on the image above. Summary How will the considerable easing of financial conditions impact the start of 2024? Comment As this chart...
2023 began as a year of struggling fixed-income returns even after a disastrous 2022. The last FOMC rate hike was in July 2023 and the narrative has shifted from tighter policy to exactly when looser policy will arrive. Many...
The Fed’s Path in 2024 Bloomberg – The Fed Will Set the Pace for Markets More Than Ever This Year The prospective easing cycle is likely to be both quicker and shorter than the last two years of ever-higher borrowing...
Today's topics include hoping for a pivot, market stress, central banks cater to the markets, fighting inflation takes a long toll, asset managers in focus, the odds of a recession, and more
In past years we highlighted the world’s aging population and its need for low-risk investments, noting that inflows into bond mutual funds and ETFs topped those of stock funds over the past decade
In the latest installment of Talking Data, Jim discusses the rise in 10-year yields
Cryptocurrencies are often viewed as the farthest point on the risk curve, akin to leveraged stock positions. The growth of Decentralised Finance (DeFi) could help change the correlation between cryptos and stocks.
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