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Easier financial conditions will promote economic growth. For example, lower mortgage rates will make housing more affordable and allow more homeowners to refinance. Lower corporate bond rates will encourage investment. And higher stock prices will...
<Click on chart for larger image> The Financial Times – Obama pressed to open emergency oil stocks The Obama administration is coming under growing pressure to cool petrol prices by releasing emergency stocks of oil. However, critics say...
Discussing Our Outlook <Click on image above for full PDF> Comment Jim Was also on Bloomberg Radio Friday talking about the same issue. Here is a partial transcript. TOM KEENE, BLOOMBERG SURVEILLANCE: Let’s get right to it, Jim Bianco,...
Comment Below is a chart showing the cumulative losses in real estate jobs since housing peaked. This industry has yet to recover from a jobs standpoint. <Click on chart for larger image> <Click on chart for larger image> <Click on...
Comment We will hold a conference call on this subject at 9AM CT (handout, register). Yahoo Finance – Time to Let Markets Adjust on Their Own, Stop Intervention: Jim Bianco “Quantitative easing is all about trying to prevent pain in the...
<Click on chart for larger image> The Wall Street Journal – Housing Imperils Recovery Home prices have sunk to 2002 levels, effectively wiping out almost a decade’s worth of home equity across the U.S. and imperiling the fragile...
Bloomberg.com – Caroline Baum: Recession Forecasts? Yield Curve Says No Way Green shoots are proliferating in gardens across America, but for some forecasters it already looks like the end of summer. A few are even hinting at recession by...
MarketBeat (WSJ Blog) – How to Manipulate the Oil Market for Just $1 Billion One of the striking things about the CFTC case alleging oil-market manipulation is how little money the CFTC suggests was involved, which would seem to make such a...
Liberty Street Blog (New York Fed) – Historical Echoes: Communication before the Blog… Over the years, the Federal Reserve System has used many methods to communicate about the role it plays in support of stable prices, full employment, and...
Comment As we detailed in this week’s TIC Update, China is dangerously close to becoming a net seller of U.S. assets on a 12-month rolling basis. Even their net purchases of U.S. Treasuries seem to be plummeting towards nothing. If the...
Comment Jim Bianco was on CNBC yesterday afternoon discussing the FOMC minutes. To view the interview, click on the picture above. To view any of our recent interviews click here. The Wall Street Journal – Fed Officials See Gradual Exit...
Earnings Estimates In the video above, Hewitt Packard’s CEO Leo Apotheker said the following: Carl: Before we let you go, Leo, I don’t know if there’s been a quarter since you joined where the company beat, if you will, I wonder...