Charts of the Week
The Fed’s Footprint as QT Nears Its End
February 2, 2024
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
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A Long-Term Look at Dollar/Pound Exchange Rate
February 2, 2024
A long-term look at the dollar/pound exchange rate
Charts of the Week
Weekly Research Recap
February 2, 2024
Some interesting charts from our recent posts
Newsclips
Monthly Fund Flows – Cash Continues Piling Into Money Market Funds
February 1, 2024
Money continues to flow into money market funds. Banks are left with the option of raising deposit rates, which squeezes margins, or watching customers walk out the door.
Newsclips
Total Return Review – Mag7 Outperformance Has Driven US Equity Returns
February 1, 2024
The outperformance of tech stocks, specifically the Magnificent 7 stocks, in 2023 created a wide dispersion in the composition of the equity market rally.
Newsclips
Quick Comments/What We’re Reading
February 1, 2024
Today's topics include Jim discusses the FOMC meeting & inflation, what does a strong labor market really mean?, previewing tomorrow's payroll report, understanding Fedspeak, post FOMC reactions, TIPS as an inflation hedge, what happened with New York Community Bank?, you get debt & you get debt!, and a new made-up way to transfer risk
Newsclips
Cartoons
February 1, 2024
Media & Communications
Jim Bianco joins Bloomberg to discuss today’s FOMC Meeting, Bond Market Volatility & Inflation
January 31, 2024
Jim Bianco joins Bloomberg to discuss today’s the Ramifications of Record High Equities, today’s FOMC Meeting, Bond Market Volatility, the Bank of Japan & the Path of Inflation with Manus Cranny and Kate Moore.
Newsclips
Quick Comments/What We’re Reading
January 31, 2024
Today's topics include timing the rate cuts, rates tend to fall around FOMC days, the Treasury's refunding announcement, the health of the labor market, will additional supply keep oil prices under $100 forever?, U.S. stocks vs. the rest of the world, housing price gains slowing, commercial real estate outlook not getting any better, and Evergande collapse isn't the end of China's problems
Newsclips
Cartoons
January 31, 2024
Newsclips
Quick Comments/What We’re Reading
January 30, 2024
Today's topics include FOMC meeting takes back seat to the Treasury's borrowing plans, tomorrow's FOMC meeting is all about QT, inflation & Fed forecasts, the Mag Seven is not a homogenous entity..., ...but the stock market remains highly concentrated, an update on the Red Sea's shipping issues, fewer workers quitting, and mentions of war on the rise