The Risks and Opportunities of Late Cycle Investing
Scott Minerd, Chairman of Investments and Global CIO, leads a panel discussion on CNBC on the investment implications of the shifting Fed policy stance.
Parsing Fed Chair Jerome Powell’s Testimony
Scott Minerd, Chairman of Investments and Global CIO discusses Fed Chair Jerome Powell’s recent testimony and the rate-cut implications for future policy.
Trade Optimism Fades on Fresh Tariff Risk
Uncertainty surrounding the prospect of a U.S.-China trade deal and a fresh threat of tariffs on Europe kept investors on their toes. The Trump administration proposed placing tariffs on an additional $4 billion of E.U. imports.
Recessions and Republicans
Recessions & Republicans: How likely is a recession under a Republican President?
The Fed’s Challenge
Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV on Fed Day to discuss the factors that dictate the central bank’s next move.
Economist Perspective: FX Leadership
Can the U.S. dollar maintain its leadership among global currencies? The U.S. dollar’s mantle as leader of global currencies could be tested by the decelerating economy, trade war and uncertainty over the Fed’s monetary policy. Blu Putnam, Chief Economist at CME Group explains.
Market Movers: March U.S. Jobs Report
Can another U.S. jobs disappointment reignite recession fears? Jim Iuorio and Scott preview Friday’s non-farm payrolls report and discuss what the March data could mean for the Fed.
Market of the Week: 10-Year T-Note 04/02/2019
Both U.S. stocks and bonds surged through the first-quarter. Can this trend continue? Jeff Kilburg and Scott Bauer discuss factors that could underpin the bull market.
Market of the Week: 10-Year T-Note 04/01/2019
U.S. Treasury yields rise amid strong manufacturing data. Using technical and fundamental data from daily and weekly charts, Dan Gramza explains why he is bullish on Treasury note futures and what a close below 123.23 by Friday means for the markets.
Twin Deficits: Trade and Budget
The trade deficit and budget deficit are linked, explains Ed Kerschner. We need overseas investors to buy our bonds. And the way they get the funds to buy our bonds is that we buy their goods.
Market Movers: March Quarterly Hogs & Pigs Report
Lean hog volatility persists as strong demand for pork continues throughout the world. David Hightower and Dan Basse preview the March Hogs & Pigs report and discuss potential record U.S. pork production numbers.
Economist Perspective: Debt Ceiling Back in Play
U.S. debt ceiling and a potential government shutdown could be back in play later this year. Blu Putnam, CME Group Chief Economist explains while the probability of the twin threat is low, such an occurrence could potentially hit equities in Q3.