Tag Archives: Markets

February 8, 2024

Markets

Has Inflation’s “Last Mile” Already Been Walked? Conference Call Replay & Notes
Bespoke Commentary

Coming into 2024, many economists expected a soft landing with inflation completing its ?last mile? in a return to 2%. This forecast has been undermined by strong Q4 GDP, a blowout January payrolls release, and record highs in stocks.... Read More

February 6, 2024

Markets

Jim Bianco joins Fox Business to discuss the “No Landing” Outlook, Rate Cuts in 24, Food Inflation
Bespoke Commentary

Jim Bianco joins Fox Business to discuss the "No Landing" Outlook, Rate Cuts in 24, Food Inflation with Charles Payne.... Read More

Markets

Jim Bianco joins Fox Business to discuss the “No Landing” Outlook, Rate Cuts in 24, Food Inflation
In the Media, Media Appearances

Jim Bianco joins Fox Business to discuss the "No Landing" Outlook, Rate Cuts in 24, Food Inflation with Charles Payne.... Read More

February 2, 2024

Markets

Extreme and Popular Charts
COT Update

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

Markets

Dividend Yields Can No Longer Compete With Treasuries
Posted By Greg Blaha | Charts of the Week

Through much of the QE era, dividend yields outpaced T-bill yields. This has not been true over the last year and a half, however.... Read More

Markets

The Euro Turns 25
Posted By Greg Blaha | Charts of the Week

The euro turned 25 on January 1. Where does it now stand in terms of a global currency?... Read More

Markets

The Government’s Rising Debt Burden
Posted By Greg Blaha | Charts of the Week

For the last few decades we have been in a low interest rate environment where deficit spending would not cause major issues. However, a 40-year high in inflation prompted the Fed to tighten monetary policy at a fast pace. Higher rates mean the cost of servicing U.S. debt will follow higher.... Read More

Markets

The Fed’s Footprint as QT Nears Its End
Posted By Greg Blaha | Charts of the Week

How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?... Read More

January 31, 2024

Markets

Jim Bianco joins Bloomberg to discuss today’s FOMC Meeting, Bond Market Volatility & Inflation
In the Media, Media Appearances

Jim Bianco joins Bloomberg to discuss today?s the Ramifications of Record High Equities, today?s FOMC Meeting, Bond Market Volatility, the Bank of Japan & the Path of Inflation with Manus Cranny and Kate Moore.... Read More

Markets

Jim Bianco joins Bloomberg to discuss today’s FOMC Meeting, Bond Market Volatility & Inflation
Bespoke Commentary

January 26, 2024

Markets

Extreme and Popular Charts
COT Update

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

Markets

Jim Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot
In the Media, Media Appearances

Jim Bianco, President of market and macroeconomic research firm Bianco Research, appears Jan. 11, 2024, with hosts Jeffrey Sherman and Samuel Lau to discuss among other issues his outlook for a ?no landing? U.S. economy in 2024, sticky inflation of 3% to 4% and his theory on Fed Chair Jerome H. Powell?s dovish turn on Dec. 13.... Read More

Markets

Jim Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot
Bespoke Commentary

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

Markets

When Will the Fed Return to Profitability?
Posted By Greg Blaha | Charts of the Week

The Fed's interest expenses exploded higher in 2023. They have been operating at a loss since September 2022 and might not return to profitability for several more years.... Read More

January 19, 2024

Markets

Extreme and Popular Charts
COT Update

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

Markets

DoubleLine Capital Round Table Prime 2024
In the Media, Media Appearances

During the macroeconomic segment of its 2024 edition, participants in DoubleLine Round Table Prime among other issues debate the seeming failure of the most telegraphed recession in history to materialize in 2023, the intersection of Federal Reserve policy with a presidential election year and deep changes in the economy post-2020.... Read More

Markets

DoubleLine Capital Round Table Prime 2024
Bespoke Commentary

Coming together for Round Table Prime are DoubleLine CEO Jeffrey Gundlach and moderator DoubleLine Deputy Chief Investment Officer Jeffrey Sherman with their guests James Bianco, President and Macro Strategist at Bianco Research; Danielle DiMartino Booth, CEO of Quill Intelligence; Charles Payne, author and Fox Business Anchor; and David Rosenberg, President of economic consulting firm Rosenberg Research & Associates. Round Table Prime was held Jan. 11, 2024.... Read More

January 18, 2024

Markets

Will Inflation and Liquidity Remain Sticky Conference Call Replay & Notes
Bespoke Commentary

The outlook coming into 2024 is inflation has been defeated and will soon return to 2%. This would give the Fed room to cut rates and deal with potential liquidity concerns. Given this rosy outlook, the market has priced in as many as seven rate cuts for 2024.... Read More

January 17, 2024

Markets

Jim Bianco joins Fox Business to discuss Interest Rates, Geopolitical Conflicts & Economic Data
In the Media, Media Appearances

Jim Bianco joins Fox Business to discuss Soft Landings vs No Landing, Interest Rates, the Impact of Geopolitical Conflicts on Markets & Rethinking Economic Data with Charles Payne.... Read More

Jim Bianco joins Fox Business to discuss the “No Landing” Outlook, Rate Cuts in 24, Food Inflation In the Media, Media Appearances

Dividend Yields Can No Longer Compete With Treasuries Posted By Greg Blaha | Charts of the Week

The Euro Turns 25 Posted By Greg Blaha | Charts of the Week

The Government’s Rising Debt Burden Posted By Greg Blaha | Charts of the Week

The Fed’s Footprint as QT Nears Its End Posted By Greg Blaha | Charts of the Week

Jim Bianco joins Bloomberg to discuss today’s FOMC Meeting, Bond Market Volatility & Inflation In the Media, Media Appearances

Jim Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot In the Media, Media Appearances

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

When Will the Fed Return to Profitability? Posted By Greg Blaha | Charts of the Week

DoubleLine Capital Round Table Prime 2024 In the Media, Media Appearances

Jim Bianco joins Fox Business to discuss Interest Rates, Geopolitical Conflicts & Economic Data In the Media, Media Appearances

Jim Bianco joins Fox Business to discuss the “No Landing” Outlook, Rate Cuts in 24, Food Inflation
In the Media, Media Appearances

Dividend Yields Can No Longer Compete With Treasuries
Posted By Greg Blaha | Charts of the Week

The Euro Turns 25
Posted By Greg Blaha | Charts of the Week

The Government’s Rising Debt Burden
Posted By Greg Blaha | Charts of the Week

The Fed’s Footprint as QT Nears Its End
Posted By Greg Blaha | Charts of the Week

Jim Bianco joins Bloomberg to discuss today’s FOMC Meeting, Bond Market Volatility & Inflation
In the Media, Media Appearances

Jim Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot
In the Media, Media Appearances

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

When Will the Fed Return to Profitability?
Posted By Greg Blaha | Charts of the Week

DoubleLine Capital Round Table Prime 2024
In the Media, Media Appearances

Jim Bianco joins Fox Business to discuss Interest Rates, Geopolitical Conflicts & Economic Data
In the Media, Media Appearances