Are the Bank of Japan and Netflix Disasters in Progress?
Is the Bank of Japan brewing up a Netflix-blockbuster-level disaster with its dogged adherence to “yield curve control”? Is Netflix itself a blockbuster-level disaster with its declining subscriber nu...
21 Apr 202241min
U.S. Stocks Rally on Strong Start to Earnings Season
The major U.S. equity indexes were all up more than 1% late in Monday’s regular trading session, with the tech-heavy Nasdaq Composite leading the way with a 1.85% gain. Stocks today seem to reflect a ...
20 Apr 202239min
Why You Need To Know About the High-Yield Bond Market
“The Fed has been in the business of suppressing volatility in financial assets for most of the post-Global Financial Crisis period,” notes Bill Zox, “but they are out of that business now.” According...
19 Apr 202237min
Why Did Markets Rally After a Fed Rate Hike?
Why did global equities stage their biggest rally since November 2020 upon the official launch of a monetary tightening cycle at the March 2022 meeting of the Federal Open Market Committee? Why was th...
17 Apr 202242min
Hugh Hendry’s Extraordinary Journey
Award-winning hedge fund manager and market commentator, Hugh Hendry, joins Maggie to break down his fascinating career, what he learned from 17th century rice traders, and more. Learn more about you...
16 Apr 202248min
Is It Time to Talk About Hyperinflation?
The average 30-year mortgage rate in the U.S. surged past 5% for the first time since 2011 this week, up from 4.72% last week, as the market continues to price in an aggressive monetary tightening cyc...
15 Apr 202236min
Is Inflation the Only Thing That Matters Right Now?
The Bureau of Labor Statistics’ report on the producer price index for March showed the biggest month-over-month and year-over-year gains on record, 1.4% and 11.2%, respectively, as inflation continue...
13 Apr 202237min
When Will Inflation Abate, and What Will Make That Happen?
The Consumer Price Index increased 8.5% in March compared to a year earlier, another new 40-year-high following a 7.9% annual gain in February. Energy and agriculture markets remain the critical areas...
13 Apr 202235min
