Economy
Mortgage Origination by Credit Score
November 7, 2025
Mortgage originations remain well off the peak set in 2021.
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Page 19 of 813Weekly Digest
Weekly Research Recap
November 7, 2025
Some interesting charts form our recent posts
Talking Data Podcast
Talking Data – What Are Stressed Funding Markets Signaling?
November 6, 2025
In the latest installment of Talking Data, Jim discusses funding market stress.
Financial News
Quick Comments/What We’re Reading
November 6, 2025
Today's topics include breaking down yesterday's oral arguments on tariffs, the Treasury's quarterly refunding statement, uncertainty at the Fed, what the next round of "not QE" might look like, treasury seasonal patterns, stocks for the long run, and crypto's correlation to other assets
Humor
Cartoons
November 6, 2025
Financial News
Quick Comments/What We’re Reading
November 5, 2025
Today's topics include your daily update on the funding markets, retail traders' bad day, fallen angels, more on stretched valuations & a lack of breadth, the cost of the government shutdown, profiling homebuyers, a crypto bear market hits quick, and election takeaways for markets
Humor
Cartoons
November 5, 2025
Markets
What Are Stressed Funding Markets Signaling?
November 4, 2025
Fed intervention to keep SOFR rates within their target range masks the market signal that the government is borrowing too much relative to the size of funding markets. Should the Fed artificially supply more funding, it would encourage higher stock prices. But it would also encourage even more government spending, which has been a primary driver of inflation remaining well above 2% fully five years after the shutdowns were lifted.
Earnings
Q3 2025 Earnings Update: Stellar Quarter in the Making
November 4, 2025
We are nearly two-thirds through the Q3 reporting season, with 316 companies having reported. The year-over-year annualized quarterly growth rate stands at 12.98%.
Financial News
Quick Comments/What We’re Reading
November 4, 2025
Today's topics include your daily update on the funding markets, the call for QE grows, more on the TGA's growth above $1 trillion, the Treasury announces its borrowing needs, Fedspeak, a lack of market breadth, Michael Burry has entered the building, and an eye on risky borrowers
Humor
Cartoons
November 4, 2025
Central Banks
The Chipotle Economy or Delta Airlines Economy: Which Economy Should the Fed Set Interest Rates For?
November 3, 2025
Jim Bianco joins Bloomberg to discuss the AI Bubble, the K-Shaped Economy & how the Lack of Government Data is Affecting the Fed & the Equity Market with Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.