Tag Archives: Markets
Markets
Breaking Down Debt in the U.S.
Breaking Down Debt in the U.S.
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
Markets
Comparing the Value of Credit in the U.S. to GDP
Comparing the Value of Credit in the U.S. to GDP
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period.... Read More
Markets
Funding Gaps at Public and Private Pensions
Funding Gaps at Public and Private Pensions
Private pension funds typically have much smaller funding gaps than their government counterparts.... Read More
Markets
Defined Benefit Plans vs. IRAs
Defined Benefit Plans vs. IRAs
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
Markets
Comparing Real Estate to GDP and Stock Ownership
Comparing Real Estate to GDP and Stock Ownership
Over the past couple decades, households' real estate equity and direct stock ownership have moved in lockstep.... Read More
Markets
41% of FDIC Deposits Are Uninsured
41% of FDIC Deposits Are Uninsured
Roughly 41% of FDIC deposits in the U.S. are uninsured.... Read More
Markets
The Question Powell Needs to Answer
The Question Powell Needs to Answer
Posted By Jim Bianco
Long-term rates started rising right after the Fed started cutting the funds rate, similar to what happened when the Fed cut rates before 1981. Powell needs to explain why this is not a signal of a policy mistake. Otherwise, yields will continue to climb until the Fed ends the cutting campaign.... Read More
Markets
Updating the Stock Market’s Concentration
Updating the Stock Market’s Concentration
Posted By Greg Blaha
The market continues to rally on the backs of a select few stocks in the S&P 500.... Read More
Markets
Alternative Measures of the Housing Market
Alternative Measures of the Housing Market
Posted By Greg Blaha
As sellers' leverage in the market dissipated and mortgage rates increased, many homeowners decided to stay put in their existing homes. New listings dropped markedly since June 2022.... Read More
Markets
Jim Bianco joins Bloomberg to discuss the Federal Reserve, Payrolls Report & Bond Market
Jim Bianco joins Bloomberg to discuss the Federal Reserve, Payrolls Report & Bond Market
Jim Bianco joins Bloomberg to discuss the Federal Reserve, Payrolls Report & Bond Market with Jonathan Ferro, Annmarie Hordern & Dani Burger.... Read More
Markets
Jim Bianco joins Schwab Network to explain why the Fed should not cut rates anymore
Jim Bianco joins Schwab Network to explain why the Fed should not cut rates anymore
Jim Bianco joins Schwab Network to explain why the Fed should not cut rates anymore with Caroline Woods.... Read More
Markets
Jim Bianco: “We don’t need the Fed to be cutting interest rates in this environment”
Jim Bianco: “We don’t need the Fed to be cutting interest rates in this environment”
Jim Bianco joins Bloomberg Radio to explain why the Fed does not need to cut interest rates with Tom Keene and Paul Sweeney.... Read More
Markets
The Fed Cannot Answer Why Bond Yields Are Rising
The Fed Cannot Answer Why Bond Yields Are Rising
Posted By Jim Bianco
The Fed does not understand why long-term yields are rising. For now, it assumes the reason is unrelated to its policy. If they are wrong, more cuts will drive long-term yields higher and drag down the U.S. economy, potentially making matters worse.... Read More
Markets
Housing Remains Out of Reach for First-Time Homebuyers
Housing Remains Out of Reach for First-Time Homebuyers
Posted By Greg Blaha
Homebuyers enjoyed a relatively affordable market in the decade following the housing crash. The recent rise in prices and mortgage rates put homeownership out of reach for many prospective first-time buyers.... Read More
Markets
Rising U.S. Government Interest Costs
Rising U.S. Government Interest Costs
Posted By Greg Blaha
For the last few decades the U.S. has been in a low interest rate environment where deficit spending would not cause major issues. A 40-year high in inflation and the higher rates that followed are stressing the country's finances.... Read More