What’s next for the Fed after leaving rates unchanged? Ben Breitholtz joins Oliver Renick for a comprehensive breakdown of the charts to discuss next steps.
Ben Breitholtz on the great test that lies ahead for Average Inflation Targeting (AIT) and the Fed’s commitment to letting inflation run hot.
Peter Forbes: “There’s going to be a moving target out there for the U.S. to catch up to and keep in touch as we move through the next couple of months.”
Data Scientist Pete Forbes and Oliver Renick discuss the collapse in consumer searches for autos & vehicles across the world, and what it means for the automakers going forward.
Pete Forbes discusses another strong housing data point, home builders and the outlook for U.S. housing in 2020.
Data Scientist Pete Forbes chats housing with Oliver Renick. They discuss recent strong housing data in the U.S. and what it means for home builders and related companies.
Data Scientist Pete Forbes discusses the rising negativity and uncertainty in Trump’s tweets and how financial markets are responding. Hosted by Oliver Renick
Ben Breitholtz, Chief Data Scientist at Arbor Research & Trading, discusses how Trumpian uncertainty has become a real problem–and a new leading indicator. Hosted by Lisa Abramowicz and Paul Sweeney.
Will an ‘unsustainable’ rally in stocks and bonds extend a soaring quarter for ‘sleep-easy’ portfolios?
Bonds and equities have rebounded in 2019 after a torrid end to last year, delivering double-digit gains in the best quarter for a so-called 60/40 portfolio since the financial crisis.