Tag Archives: Markets
Markets
Jim Bianco joins Fox Business to discuss tomorrow’s Payrolls Report, the Fed & the Market’s Reaction
Jim Bianco joins Fox Business to discuss tomorrow’s Payrolls Report, the Fed & the Market’s Reaction
Jim Bianco joins Fox Business to discuss tomorrow's Payrolls Report, and what to expect from the Fed and the Market with Charles Payne.... Read More
Markets
Jim Bianco joins CNBC to discuss Sticky Inflation, Immigration/Labor Market Data, Size of Rate Cuts
Jim Bianco joins CNBC to discuss Sticky Inflation, Immigration/Labor Market Data, Size of Rate Cuts
Jim Bianco joins CNBC to discuss Sticky Inflation, Immigration/Labor Market Data, Size of Rate Cuts with Rick Santelli.... Read More
Markets
Bianco Research Conference Call Replay & Notes: You’re Only as Good as Your Weakest Assumption
Bianco Research Conference Call Replay & Notes: You’re Only as Good as Your Weakest Assumption
At Jackson Hole, Chairman Powell said, ?The time has come? to cut rates. He expressed concern about the labor market and suggested inflation has been defeated. However, the labor market has undergone epic changes post-pandemic and interpreting inflation data is very complicated. A credible case can be made that the labor market is still robust and inflation is bottoming around 3%. Stimulating such an economy could produce more inflation.... Read More
Markets
You’re Only as Good as Your Weakest Assumption
You’re Only as Good as Your Weakest Assumption
Posted By Jim Bianco
At Jackson Hole Chairman Powell said, "The time has come" to start cutting rates. He expressed concern about the labor market. However, the labor market has undergone epic changes post-pandemic, and interpreting its data is very complicated. A credible case can be made that the labor market is still robust, and stimulating the economy could produce more inflation.... Read More
Markets
Jim Bianco joins Fox Business to discuss Fed Chairman Powell’s Speech, the Economy & Labor Market
Jim Bianco joins Fox Business to discuss Fed Chairman Powell’s Speech, the Economy & Labor Market
Jim Bianco joins Fox Business to discuss Fed Chairman Powell?s Speech, the Economy & Labor Market with Charles Payne.... Read More
Markets
Jim Bianco joins CNBC to discuss Chairman Powell’s Speech and the U.S. Economy
Jim Bianco joins CNBC to discuss Chairman Powell’s Speech and the U.S. Economy
Jim Bianco joins CNBC to recap Chairman Powell?s Speech and the Economy with Sara Eisen and Carl Quintanilla.... Read More
Markets
Housing Becomes Less Affordable for First-Time Homebuyers
Housing Becomes Less Affordable 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
Peering at Today’s Market Through the Asset Bubble Lens
Peering at Today’s Market Through the Asset Bubble Lens
Posted By Alex Malitas
Given the recent selloff in markets, we update market valuations through the lens of common bubble characteristics. ... Read More
Markets
Why Retail Sales and Consumption Is Staying Strong
Why Retail Sales and Consumption Is Staying Strong
Posted By Jim Bianco
Recessions and crises change behavior. Government stimulus checks mailed during the pandemic told consumers they don't need to save as much. This is driving strong consumption and retail sales, keeping economic growth above potential. Such an economy does not need rate cuts.... Read More
Markets
Jim Bianco looks at the sustained impact of the Yen carry trade unwinding with Oliver Renick
Jim Bianco looks at the sustained impact of the Yen carry trade unwinding with Oliver Renick
Jim Bianco? is looking for a "sense of stability" in the market ahead of this week's key inflation data. And, following last week's volatile market swings, Bianco weighs in on the state of the yen-carry trade. ... Read More
Markets
Why Is RRP Falling?
Why Is RRP Falling?
Posted By Jim Bianco
Money parked in the Federal Reserve's reverse repo facility is shrinking again as money fund managers extend maturity to hold onto 5%+ yield as long as possible. This move is being driven by the belief that the Fed is finally going to start cutting rates, not some ominous sign that the financial system's plumbing is at risk.... Read More
Markets
Conference Call Replay & Notes – Is Volatility Being Driven By Financial or Economic Factors?
Conference Call Replay & Notes – Is Volatility Being Driven By Financial or Economic Factors?
Financial market volatility has spiked in the last few weeks. We argue this has been driven more by financial stress around the Bank of Japan?s surprise rate hike last week than the prospect of the economy sinking into recession.... Read More
Markets
Quick Comments/What We’re Reading
Quick Comments/What We’re Reading
Posted By Greg Blaha
Today's topics include has the Yen carry trade been completely unwound?, the odds of another BoJ rate hike, the odds of an emergency Fed rate cut, a soft landing, checking in on sentiment after a rocky week, a lack of liquidity, a historical look at stocks after the VIX spikes, the moral hazard facing central banks, tech valuations, covered call ETFs, searching for neutral, and OPEC's price targets... Read More
Markets
Jim Bianco discusses Recent Market Volatility, Mixed Economic Signals & Bond Market Liquidity
Jim Bianco discusses Recent Market Volatility, Mixed Economic Signals & Bond Market Liquidity
Jim Bianco joins Fox Business to discuss Recent Market Volatility, Mixed Economic Signals & Bond Market Liquidity with Charles Payne.... Read More