Tag Archives: Markets
Markets
Jim Bianco joins CNBC to discuss this morning’s Jobs Report, Fed Rate Cut Size & the Bond Market
Jim Bianco joins CNBC to discuss this morning’s Jobs Report, Fed Rate Cut Size & the Bond Market
Jim Bianco joins CNBC to discuss this morning's Jobs Report, Fed Rate Cut Size & the Bond Market with Rick Santelli.... Read More
Markets
The Percentage of Cost-Burdened Households on the Rise
The Percentage of Cost-Burdened Households on the Rise
Posted By Greg Blaha
The U.S. Department of Housing & Urban Development labels almost half of all renters as either "cost-burdened" or "severely cost-burdened" in paying for shelter.... Read More
Markets
FOMC Officials Feeling More Certain on Inflation
FOMC Officials Feeling More Certain on Inflation
Posted By Greg Blaha
The risks to inflation are becoming more balanced according to Fed officials. There is also less uncertainty surrounding officials' projections.... Read More
Markets
Alternative Measures of the Housing Market
Alternative Measures of the Housing Market
Posted By Greg Blaha
The number of homes being sold each month remains near the lowest level of the past 22 years.... Read More
Markets
Updating Valuations as the Fed Cuts Rates
Updating Valuations as the Fed Cuts Rates
Posted By Alex Malitas
As the Fed begins its rate-cutting cycle, we check in on stock market valuations.... Read More
Markets
Monthly Fund Flows – Shooting Down the Idea of “Dry Powder” in Money Markets
Monthly Fund Flows – Shooting Down the Idea of “Dry Powder” in Money Markets
Posted By Greg Blaha
Assets in money market funds recently rose to $6.4 trillion. Do not expect this cash to be deployed in risk assets anytime soon.... Read More
Markets
Bianco Research Conference Call Replay & Notes: Conflicting Market and Economic Signals
Bianco Research Conference Call Replay & Notes: Conflicting Market and Economic Signals
The Fed started cutting rates under the impression they have a clear vision of where the economy is and where it is going. Conflicting data makes the risk of a policy mistake high. Stimulating an economy that might not need it could create more inflation and upset the bond market.... Read More
Markets
What If Rates Return to Yield Curve Averages?
What If Rates Return to Yield Curve Averages?
Posted By Jim Bianco
If the Fed cuts rates near 3%, historical yield curve spreads imply a 2-year yield near 3.60%, its current level. 10-year yields would project near 4.60%, 80 basis points higher than their current level.... Read More
Markets
Jim Bianco joins the Schwab Network to explain why LEI are failing to predict the post-Covid economy
Jim Bianco joins the Schwab Network to explain why LEI are failing to predict the post-Covid economy
The Index of Leading Economic Indicators? failure to predict the post-Covid economy should be a reminder that this is no longer the pre-Covid economy. Assuming the economy ?normalizes? to the pre-Covid economy risks policy mistakes.... Read More
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
40% of FDIC Deposits Are Uninsured
40% of FDIC Deposits Are Uninsured
Roughly 40% of FDIC deposits in the U.S. are uninsured.... Read More
Markets
Why Is the Fed Cutting 50?
Why Is the Fed Cutting 50?
Posted By Jim Bianco
A 25 or 50 basis point cut does not matter in and of itself. But it will be taken as a signal of how far above the neutral rate the Fed thinks they are.... Read More
Markets
Jim Bianco joins Fox Business to discuss Wednesday’s FOMC Meeting and Fed Policy
Jim Bianco joins Fox Business to discuss Wednesday’s FOMC Meeting and Fed Policy
Jim Bianco joins Fox Business to discuss Wednesday's FOMC Meeting and Fed Policy with Charles Payne.... Read More