Inside Fixed Income ETF Conference
November 13, 2019
Jim Bianco spoke to the Inside Fixed Income ETF conference in San Diego on November 13, 2019.
Our Research
Sample Our Reports, Presentations, & Market Insights
Markets
Broken Funding Markets
September 18, 2019
Years of rule changes, balance sheet reductions, band-aid approaches, and a misreading of the funding markets have resulted in an under-reserved system unable to meet the needs of the markets. This is fixable, but it never should have happened in the...
Stocks
Sell in May and Go Away?
May 1, 2019
The old adage, "Sell in May and go away" is examined on a couple different timelines.
Central Banks
A Tight/Illiquid Funding Market
April 23, 2019
The effective fed funds rate broke above the interest on excess reserves rate. If this problem persists or grows worse, it could be an issue for Fed policy.
Markets
Stocks vs. Bonds – Which Is Correct?
April 11, 2019
The stock and bond markets are telling two different tales on the economy. What is driving them?
Markets
Recession, The Economy and the Yield Curve
April 8, 2019
Jim Bianco discussed the yield curve and the economy at NDSU on Thursday, April 4, 2019.
Earnings
Q1 2019 Earnings Season Starts This Week
April 8, 2019
Q1 2019 earnings seasons gets underway this week with Delta and Bed Bath and Beyond reporting. On Friday, many large financials report earnings. Analysts continue to expect a poor quarter.
Central Banks
The Disappearance of the Fed Funds Market
April 5, 2019
At some point, the Federal Reserve will have to figure out a different way of conducting policy. They can't simply walk away from IOER, because that is effectively how they control interest rates.
Media
Fixed Income ETFs – Opportunities and Challenges
March 13, 2019
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Markets
Conference Call Replay – Can the Fed’s Dovish Tone Outweigh...
March 12, 2019
A replay of our January 25, 2019 conference call
Central Banks
Blame the Fed for MMT
March 12, 2019
Although the concept of modern monetary theory has been around for some time, Ben Bernanke laid much of the groundwork for applying it to real-life scenarios.
Central Banks
The Fed On 60 Minutes On March 10
March 9, 2019
What will they talk about?