Economics
May 17, 2017
S&P 500 Better Follows Soft Data than Hard Data. Industrial Production jumps In April. Citi vs Bloomberg U.S. Economic Surprise indexes:
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Interactive Commitments of Traders Report
May 12, 2017
Comment Below is a sample version of our new Commitments of Traders interactive report. It allows users to change parameters, markets, dates, and measures. Note that this report has six tabs along the top in blue. We believe it to be the most...
Protected: The Fed Focuses On The Short-Term And Models
May 9, 2017
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Understanding Our Interactive Commitment of Traders Report
May 9, 2017
Comment In our latest webcast, Jim Bianco offers a quick explanation of our new interactive Commitment of Traders report. We believe it to be the most comprehensive interactive report on this data available anywhere.
Earnings Update – A Great Week!
May 1, 2017
View PDF The Wall Street Journal – U.S. Stocks End Month Higher, Buoyed by Earnings The S&P 500 is within about half a percentage point of all-time highs and ends the week up 1.5% U.S. stocks ended the month higher, boosted by strong...
Bond Funds Outperform During Rising Inflation Expectations
May 1, 2017
Bloomberg – Bond Traders’ Inflation Bets Have New Life, Just in Time for Fed BlackRock, GSAM warn against complacency on yields, inflation Bond traders demonstrated this week that for all the doubts about the Trump trade, wagers on...
Libya Supply Back Online, Wildcatters Drill On
May 1, 2017
Bloomberg – Oil Price Optimism Wears Off as Texas Wildcatters Drill On Money managers slash WTI net-long position by most in 6 weeks The relentless drilling ramp-up in America’s top shale plays is making investors more skeptical that an oil...
Ultra-Long Bonds
May 1, 2017
The Financial Times – Trump administration’s ultra-long bond talk faces scepticism Meeting this week will examine demand for debt maturing well beyond 30-year limit The Trump administration’s interest in issuing the US government’s first...
Talking Markets
May 1, 2017
Comment Jim Bianco was on CNBC Friday discussing the markets. To view the interview, click on the image above. To view any of our recent interviews, click here.
Predicting The Peak In Stocks
May 1, 2017
CNBC – Mario Gabelli sees another ‘pocket’ like the ’87 crash ahead — he just doesn’t know when The market has no margin of safety, but it is OK, Mario Gabelli said. However, investors need to be prepared for...
This Week’s Fed Meeting Is All About The Balance Sheet
May 1, 2017
The Wall Street Journal – Fed Officials Expected to Keep Rates Steady Federal Reserve officials are likely to keep interest rates steady at their policy meeting this week and drill down into details about when and how to reduce their large...
The French Election
May 1, 2017
The Wall Street Journal – Europe Investors Bid Adieu to Political Jitters and Begin Buying Money flows to the continent as focus turns to economic recovery Investors aren’t waiting for the conclusion of the French election to put money back...