Tag Archives: Markets

July 18, 2024

Markets

Jim Bianco joins Bloomberg Radio to explain why the Fed shouldn’t be cutting rates soon
Bespoke Commentary

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

July 15, 2024

Markets

Jim Bianco joins Fox Business to discuss Election Betting Odds, Wall Street Adjustments & Bitcoin
Bespoke Commentary

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

July 14, 2024

Markets

Jim Bianco on the market impact of the attempted Trump assassination, the Election & the Economy
Bespoke Commentary

Jim Bianco joins Bloomberg to discuss the market impact of the attempted Trump assassination, the Election & the Economy.... Read More

July 12, 2024

Markets

Jim Bianco on CNBC explaining why the Fed should hold rates & there could be higher yields to come
Bespoke Commentary

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

Markets

Extreme and Popular Charts
COT Update

Interesting charts from our most recent CoT report. ... Read More

Markets

Liquidity Measures Worth Watching
Posted By Greg Blaha | Charts of the Week

Several liquidity charts worth watching as the Fed's reverse repo facility continues to be drained... Read More

July 8, 2024

Markets

Jim Bianco on Fox Business discussing the 2024 U.S. Election, U.S. Government Spending & Immigration
Bespoke Commentary

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

June 28, 2024

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report... Read More

June 26, 2024

Markets

Jim Bianco on Fox Business discussing the Yen & U.S. Bond Yields, Psychological Toll of Inflation
Bespoke Commentary

Jim Bianco joins Fox Business to discuss the relationship between Japanese Yen Intervention & U.S. Bond Yields, along with the Psychological Toll of Inflation with Charles Payne.... Read More

June 24, 2024

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report... Read More

Markets

This is as Good as Inflation is Going to Get
Bespoke Commentary

Jim Bianco discusses this saying that PCE data shouldn?t move the market too much. He talks about how he would pay attention to the University of Michigan Inflation Expectation which will be on Friday as well. He goes over next steps for the Fed, highlighting that this is as good as inflation is going to get. Finally, he looks at how the consumer has been a big driver of this economy.... Read More

June 21, 2024

Markets

Breaking Down Debt in the U.S.
Charts of the Week

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
Charts of the Week

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
Charts of the Week

Private pension funds typically have much smaller funding gaps than their government counterparts.... Read More

Markets

Defined Benefit Plans vs. IRAs
Charts of the Week

Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More

Markets

Comparing Real Estate to GDP and Stock Ownership
Charts of the Week

Over the past couple decades, households' real estate equity and direct stock ownership have moved in lockstep.... Read More

Markets

39% of FDIC Deposits Are Uninsured
Charts of the Week

Roughly 39% of FDIC deposits in the U.S. are uninsured.... Read More

June 20, 2024

Markets

The Post-Pandemic Economy Is Different!
Posted By Jim Bianco | Featured, Newsclips

When economies suffer through a recession, they change. Evidence suggests this is what happened to the U.S. economy in 2020. Now inflation is the dominant force. Should the Fed ignore this and cut rates, spurring more inflation, the consequences could be devastating.... Read More

June 18, 2024

Markets

Quick Comments/What We’re Reading
Posted By Greg Blaha | Newsclips

Today's topics include stocks & liquidity, are you ready for another round of debt ceiling drama?, El-Erian argues timing of first cut matters as much as terminal rate, higher rates present opportunity for active equity, Fed communication, gold as a global reserve, the rental market & inflation, and momentum trading... Read More

June 17, 2024

Markets

What Drove Consumer Confidence Down?
Posted By Jim Bianco | Featured, Newsclips

Consumer confidence came in much worse than expected last week. Democrats have soured on the economy as election hopes falter. Since so much of economic data is opinion surveys, like consumer confidence, economists will look at this data and conclude the economy is worsening when these surveys are actually political opinions, not economic ones.... Read More

Liquidity Measures Worth Watching Posted By Greg Blaha | Charts of the Week

The Post-Pandemic Economy Is Different! Posted By Jim Bianco | Featured, Newsclips

Quick Comments/What We’re Reading Posted By Greg Blaha | Newsclips

What Drove Consumer Confidence Down? Posted By Jim Bianco | Featured, Newsclips

Liquidity Measures Worth Watching
Posted By Greg Blaha | Charts of the Week

The Post-Pandemic Economy Is Different!
Posted By Jim Bianco | Featured, Newsclips

Quick Comments/What We’re Reading
Posted By Greg Blaha | Newsclips

What Drove Consumer Confidence Down?
Posted By Jim Bianco | Featured, Newsclips