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Media & Communications
Jim Bianco looks at the sustained impact of the Yen carry trade unwinding with Oliver Renick
August 12, 2024
Jim Bianco is looking for a "sense of stability" in the market ahead of this week's key inflation data. And, following last week's volatile market swings, Bianco weighs in on the state of the yen-carry trade.
Newsclips
Q2 2024 Earnings Update: Strong Growth Remains
August 12, 2024
We are nearing the end of Q2 2024 earnings season. Overall growth in Q2 has increased, even as high-profile companies missed projections.
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Quick Comments/What We’re Reading
August 12, 2024
Today's topics include a financially-driven problem vs. an economically-driven problem, the correlation between stocks & bonds, timing the rate cuts, buy-the-dip or sell-the-rip?, implications of the yen carry trade unwind, have traders overreacted to recent economic data?, still feeling the pinch of inflation, and housing affordability
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Cartoons
August 12, 2024
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Why Is RRP Falling?
August 9, 2024
Money parked in the Federal Reserve's reverse repo facility is shrinking again as money fund managers extend maturity to hold onto 5%+ yield as long as possible. This move is being driven by the belief that the Fed is finally going to start cutting rates, not some ominous sign that the financial system's plumbing is at risk.
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Quick Comments/What We’re Reading
August 9, 2024
Today's topics include the odds of a rate cut, the QE era was the anomaly, an interview with Torsten Slok, when will QT end?, mortgage spreads, the retail crowd eases up on options trading during rout, and a look at low-wage growth
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Cartoons
August 9, 2024
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Quick Comments/What We’re Reading
August 8, 2024
Today's topics include has the Yen carry trade been completely unwound?, the odds of another BoJ rate hike, the odds of an emergency Fed rate cut, a soft landing, checking in on sentiment after a rocky week, a lack of liquidity, a historical look at stocks after the VIX spikes, the moral hazard facing central banks, tech valuations, covered call ETFs, searching for neutral, and OPEC's price targets
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Cartoons
August 8, 2024
Media & Communications
Jim Bianco discusses Recent Market Volatility, Mixed Economic Signals & Bond Market Liquidity
August 7, 2024
Jim Bianco joins Fox Business to discuss Recent Market Volatility, Mixed Economic Signals & Bond Market Liquidity with Charles Payne.
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How Stressed Are Markets?
August 7, 2024
Monday's selloff in equities and massive bond rally indicated that, after minimal volatility so far in 2024, the interconnectedness of global markets poses upside risks to volatility.