Jim Bianco is looking ahead to the State of the Union address, and says the market is missing increased European defense spending. He’s also waiting for payrolls data on Friday, particularly the revisions. He also discusses the potential of a U.S. Crypto Reserve, with some major words of warning.
Q4 2024 earnings season has reached the final few reporters. Growth beat prior expectations even as Nvidia underwhelmed.
Ten-year yields have now declined seven weeks in a row, marking one of the longest streaks of the past couple decades.
The Commitment of Traders report gauges positioning changes among different types of market participants.
Today's topics include Mag 7 takes a tumble, when will inflation reach 2%?, understanding the U.S. trade deficit, about GDPnow's massive Q1 decline, breaking down government spending, credit spreads widening, U.S. stocks are lagging, and EU defense spending
While the majority of money market fund assets remain in government funds, the retail crowd has started reaching for yield once again in prime funds.
Today's topics include economic uncertainty has risen dramatically, corporate spreads, more on tariffs, new home sales, dissecting the reasons behind market corrections, margin debt record as investors continue to add risk despite uncertainty, falling fees, will DOGE spark a Fed cut?, and active versus passive
Traders who made a bet on natural gas in the futures market over the past year had to pay a hefty price to roll contracts each month.
The debt ceiling was reached on January 1. The Treasury has various techniques to keep the government funded until July/August before a technical default is possible.
Only 41% of the stocks in the S&P 500 beat the index's return over the past year, among the lowest percentages in at least four decades.