Tag Archives: Markets
Jim Bianco joins CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation
Jim Bianco joins CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation with Rick Santelli.... Read More
Interactive CoT Report
Our CoT interactive report allows users to change parameters, markets, dates, and measures. We believe it to be the most comprehensive interactive report on this data available anywhere.... Read More
Is Goods Inflation About to Return?
Posted By Jim Bianco
A worldwide shipping slowdown may lead to higher goods prices in the months ahead.... Read More
Alternative Measures of the Housing Market
Posted By Greg Blaha
Higher interest rates have deterred potential sellers from putting their house on the market.... Read More
Monthly Fund Flows – A Rare Outflow From Money Markets During Tax Season
Posted By Greg Blaha
Retail money market funds saw outflows while U.S. citizens paid taxes, but inflows returned in the most recent week.... Read More
Jim Bianco joins Fox Business to discuss “No Landing,” Inflation & the Federal Reserve
Jim Bianco joins Fox Business to discuss ?No Landing,? Inflation & the Federal Reserve with Charles Payne.... Read More
Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin
Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin with Oliver Renick.... Read More
Only Markets Can Rein in the Deficits
Posted By Jim Bianco
The level of deficit spending will not be solved at the ballot box. It will be solved by the market imposing discipline. When this will happen is an open question. The UK mini-budget debacle in September 2022 offers a potent roadmap.... Read More
Is the RRP Liquidity Pump Now Dry?
Posted By Jim Bianco
If the transfer of money from the Fed's Reverse Repo Facility back into banks is ending, the full effects of quantitative tightening will reassert themselves and bring much tighter liquidity for financial markets.... Read More
A Different Measure of Rental Inflation
Posted By Greg Blaha
The BLS samples both continuing and new tenants to create the subcomponent of CPI known as rent of primary residences. It also offers a lesser known measure of rent that only samples new tenants. The former is meant to capture rent inflation for the average consumer, but the latter offers a more current view on where rents are heading.... Read More
Checking in on the Fed’s “Deferred Assets”
Posted By Greg Blaha
The Fed's cumulative losses since September 7, 2022 now total roughly $164 billion.... Read More
Bonds’ Year-to-Date Performance
Posted By Jim Bianco
The bond market is again tracking historic year-to-date losses. The global fund manager started the year with a record bullish position and is experiencing much pain. Stocks have begun to notice.... Read More
Jim Bianco joins Making Money with Charles Payne from MoneyShow’s 2024 Investment Masters Symposium
Jim Bianco discusses the Re-Thinking of Fed Cuts and the Path of Inflation, Geopolitical Concerns, the start of Earnings Season, Consumer Sentiment & Fed Speak with Charles Payne from MoneyShow's 2024 Investment Masters Symposium.... Read More
Jim Bianco joins the 2024 Hedgeye Investing Summit
Jim Bianco joins the 2024 Hedgeye Investing Summit hosted by Hedgeye Founder Keith McCullough.... Read More
Jim Bianco joins Fox Business to discuss Why Interest Rates Matter, No Landing & Higher Bond Yields
Jim Bianco joins Fox Business to discuss why interest rates matter, recent economic data supporting the "No Landing" scenario & the impact of higher bond yields on the stock market with Charles Payne.... Read More