Tag Archives: Markets
The TBAC Tweaks Its Stance on T-Bill Issuance
Posted By Greg Blaha
As part of this week's Quarterly Refunding Announcement, the TBAC conducted a study on the optimal level of T-bill issuance as a percentage of total Treasury issuance.... Read More
Jim Bianco joins Fox Business to discuss Soft vs No Landing, Employment Data & the Market Rotation
Jim Bianco joins Fox Business to discuss the difference between a Soft and No Landing, various employment data & the current stock market rotation with Charles Payne.... Read More
Jim Bianco joins Fox Business to discuss Soft vs No Landing, Employment Data & the Market Rotation
Jim Bianco joins Fox Business to discuss the difference between a Soft and No Landing, various employment data & the current stock market rotation with Charles Payne.... Read More
Another Way to View the Odds of a September Cut
Posted By Greg Blaha
Although traders are pricing in near 100% odds of a September rate cut, their predictive ability this far out makes this far from a done deal.... Read More
Are Financial Conditions Tight?
Posted By Jim Bianco
Markets are roaring ahead as financial conditions are measured as easy. Lowering rates in this environment will only push financial markets to even easier, even to outright bubble conditions.... Read More
Small & Large Options Traders Accelerated Bullish Bets Into Selloff
Posted By Alex Malitas
Bullish option trading strategies accelerated significantly as the rotation to small caps took hold.... Read More
Alternative Measures of the Housing Market
Posted By Greg Blaha
A record high percentage of home sellers had to drop their listing price in June. Other measures suggest the housing market is a bit of a mixed bag currently.... Read More
Jim Bianco joined Bloomberg & Fox Business to discuss the Election Betting Markets, the Trump/Powell Trade & the Rotation into Small Caps
Jim Bianco joined Bloomberg & Fox Business to discuss the Election Betting Markets, the Trump/Powell Trade & the Rotation into Small Caps with Jonathan Ferro, Lisa Abramowicz & Annmarie Hordern of Bloomberg, along with Charles Payne of Fox Business.... Read More
Is the Economy Surging Again?
Posted By Jim Bianco
The most interesting question going into next week is whether the U.S. economy is picking up.... Read More
Bianco Research Conference Call Replay & Notes: “The Economy and the Election”
Mixed economic data continues whipsawing the markets with payrolls coming in stronger than expected and inflation coming in lower than expected. Meanwhile, a crazy election cycle has yet to move the markets in any meaningful way.... Read More
Jim Bianco joins Bloomberg Radio to explain why the Fed shouldn’t be cutting rates soon
Jim Bianco joins Bloomberg Radio to discuss why the Fed shouldn?t be cutting rates soon, higher neutral rates, the rotation to small caps, the election year effects on the Fed and the stock market, and why stocks are taking cues from interest rates with Tom Keene & Paul Sweeney.... Read More
Jim Bianco joins Fox Business to discuss Election Betting Odds, Wall Street Adjustments & Bitcoin
Jim Bianco joins Fox Business to discuss Election Betting Odds, Wall Street Adjustments due to the Election & Bitcoin/Crypto Markets Response with Charles Payne.... Read More
Jim Bianco on the market impact of the attempted Trump assassination, the Election & the Economy
Jim Bianco joins Bloomberg to discuss the market impact of the attempted Trump assassination, the Election & the Economy.... Read More
Jim Bianco on CNBC explaining why the Fed should hold rates & there could be higher yields to come
There should be zero rate cuts this year, says Jim Bianco. However, he suspects the Fed will probably cut rates in September. He also gives his take on what to expect from markets next week.... Read More
Extreme and Popular Charts
Interesting charts from our most recent CoT report. ... Read More
Liquidity Measures Worth Watching
Posted By Greg Blaha
Several liquidity charts worth watching as the Fed's reverse repo facility continues to be drained... Read More
Jim Bianco on Fox Business discussing the 2024 U.S. Election, U.S. Government Spending & Immigration
Jim Bianco joins Fox Business to discuss the 2024 U.S. Presidential Election & Betting Markets, U.S. Government Spending & Immigration with Charles Payne.... Read More