Charts of the Week
Sell in May and Go Away?
Posted By Greg Blaha
The old adage, "Sell in May and go away" is examined on a couple different timelines. ... Read More
Sample Commentary
Newsclips
A Tight/Illiquid Funding Market
Posted By Jim Bianco
The effective fed funds rate broke above the interest on excess reserves rate. If this problem persists or grows worse, it could be an issue for Fed policy.... Read More
Newsclips
Stocks vs. Bonds – Which Is Correct?
Posted By Jim Bianco
The stock and bond markets are telling two different tales on the economy. What is driving them?... Read More
Recession, The Economy and the Yield Curve
Jim Bianco discussed the yield curve and the economy at NDSU on Thursday, April 4, 2019. ... Read More
Newsclips
Q1 2019 Earnings Season Starts This Week
Posted By Jim Bianco
Q1 2019 earnings seasons gets underway this week with Delta and Bed Bath and Beyond reporting. On Friday, many large financials report earnings. Analysts continue to expect a poor quarter.... Read More
Newsclips
The Disappearance of the Fed Funds Market
Posted By Jim Bianco
At some point, the Federal Reserve will have to figure out a different way of conducting policy. They can't simply walk away from IOER, because that is effectively how they control interest rates. ... Read More
Conference Call Replay – Can the Fed’s Dovish Tone Outweigh Bearish Market Factors?
A replay of our January 25, 2019 conference call... Read More
Newsclips
Blame the Fed for MMT
Posted By Jim Bianco
Although the concept of modern monetary theory has been around for some time, Ben Bernanke laid much of the groundwork for applying it to real-life scenarios.... Read More
The Fed On 60 Minutes On March 10
Posted By Jim Bianco
What will they talk about?... Read More