Watch the latest video at video.foxbusiness.com Comment Jim Bianco was on FOX Business yesterday discussing the markets. To view the interview, click on the image above. To view any of our recent interviews click here. Yesterday we hosted a conference call titled Unconventional Thoughts where we expanded on our thoughts in the interview above. Please… Continue reading Unconventional Thoughts
<Click on chart for larger image> The Financial Times – S&P 500 bull run defies doubts over valuations Share buybacks and solid dividend yields keep drawing in buyers Very rarely has a US equity bull market been this hot, testing the mettle of investors who focus on valuation as a guide for buying stocks. With… Continue reading Bullish On Stocks
<Click on chart for larger image> The Financial Times – Oil nations fail to halt fall in crude The price of oil fell by more than $1 a barrel after a meeting between some of the world’s largest oil-producing nations failed to reach agreement on how to address a growing supply glut. Talks between the… Continue reading Crude Oil
<Click on chart for larger image> CNBC – Home prices up more than expected: S&P/Case-Shiller U.S. single-family home prices showed a stronger-than-expected rise in September on a yearly basis, but the rate of the increase decelerated from August, a closely watched survey showed on Tuesday. “The overall trend in home price increases continues to slow… Continue reading Home Prices
<Click on chart for larger image> Real Time Economics – Jon Hilsenrath: New York Fed Declares Household Deleveraging Over There is good news here, and also reason for caution. The good news is that American households – unlike the federal government – have made significant strides in cleaning up their finances during the painful post-crisis… Continue reading Hilsenrath On Household Deleveraging
The Wall Street Journal – Here’s the Short Worldwide History of Inflation and Deflation With the exception of a few very special cases–like Russia, currently suffering from sanctions, or Argentina and Venezuela, hit by anti-market domestic policies–global inflation has been on a downtrend. Between 1990 and 2013, global inflation averaged 11%, according to International Monetary… Continue reading Global Deflation
Bloomberg.com – Spending by Households, Companies Propels U.S.: Economy The world’s largest economy grew faster in the third quarter than first estimated, capping its strongest six months in a decade, as consumers went shopping and companies boosted spending. Gross domestic product rose at a 3.9 percent annualized rate, exceeding all forecasts of economists surveyed by… Continue reading GDP Revision Slightly Better Than Initial Report
<Click on chart for larger image> The Financial Times – Dangers of the dollar-bull consensus Predictions of exchange rates are notoriously unreliable. So much so that when analysts at BNP Paribas compared consensus forecasts for a set of emerging markets currencies with their actual movement over 12 months, the best they could say was that… Continue reading The Dollar
Comment Today at 9 AM CT (10:00 AM ET, 7:00 AM PT, and 15:00 GMT), Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a webcast/teleconference moderated by Jim Bianco. Join us today as we discuss: 1. Crude Oil, Supply Or Demand? We Say Demand 2. Is The US Economy Sill Broken? … Continue reading Unconventional Thoughts
MoneyBeat (WSJ Blog) – Dollar Longs: Join The Club The big bet on the dollar gets bigger by the week, but there are still few signs of nerves that it’s getting too crowded. The latest positioning data from the Commodity Futures Trading Commission, out Friday, showed yet another fresh record in positive bets on the… Continue reading Betting On The Dollar
San Fransisco Fed Reserve – Monetary Policy When the Spyglass Is Smudged An accurate measure of economic slack is key to properly calibrating monetary policy. Two traditional gauges of slack have become harder to interpret since the Great Recession: the gap between output and its potential level, and the deviation of the unemployment rate from… Continue reading The Taylor Rule & Potential GDP