Charts of the Week
Weekly Research Recap
October 27, 2023
Some highlights from our recent posts.
Some highlights from our recent posts.
A look at the size of various markets compared to the U.S. economy
Today's topics include bonds as diversification, markets & war, Treasury volatility, top-heavy markets, tentative Ford-UAW deal, is the US economy running too hot?, Ackman: the new bond king?, higher rates = higher drama, the cost of Federal Reserve mistakes, and millennial homeownership.
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve with Tom Keene, Lisa Abramowicz & Katie Greifeld.
Today's topics include talkin' Fed policy & higher yields, previewing tomorrow's GDP release, the Fed sidesteps deficit politics, Fed hawkishness, the corporate maturity wall, the 60/40 portfolio in an inflationary environment, and sign of capitulation in Chinese stocks?
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs with Charles Payne.
Today's topics include are there any bond bears left?, term premium vs. the yield curve, the deficit hits $2 trillion, BoJ considers tweaking yield ceiling again, checking in on the magnificent seven, more on Treasury volatility, and bank loans slow
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation with Melissa Lee and the Fast Money Cast.
Over the past year, many economists have been concerned high rates could spell trouble for the economy. However, the economy has remained resilient. Much of this concern is predicated on the view that the QE era from 2009 to 2020 was the norm and that higher rates will prove too punishing. We view the QE era as the abnormality. The current rise in real rates is a reversion to the mean.