Tag Archives: Markets
Markets
Jim Bianco joins Bloomberg Surveillance & Bloomberg Radio
Jim Bianco joins Bloomberg Surveillance & Bloomberg Radio
Jim Bianco joins Bloomberg Surveillance & Bloomberg Radio to discuss the Bond Market, the Last Mile of Inflation, Fed Rate Cut Timing & the Post-Lockdown Economy.... Read More
Markets
The Government Could Learn Something From Corporations
The Government Could Learn Something From Corporations
Posted By Greg Blaha
Non-financial corporations are getting a bigger benefit from higher interest income than the drag from higher interest expenses. Consequently, their financial position is improving. This may be why higher rates are not hurting the economy.... Read More
Markets
Liquidity Measures Worth Watching
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
Markets
Breaking Down Money Market Funds
Breaking Down Money Market Funds
The Treasury Department's Office of Financial Research aggregates monthly SEC filings from money market funds to show industry-wide statistics.... Read More
Markets
Public Transportation Update
Public Transportation Update
Posted By Jim Bianco
How are major cities recovering from the pandemic? A good metric is public transportation ridership. It paints a picture of cities stalling at about two-thirds to three-quarters of its pre-pandemic volume.... Read More
Markets
Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation
Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation
Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation with Charles Payne & Joseph Wang.... Read More
Markets
Jim Bianco joins CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation
Jim Bianco joins CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation
Jim Bianco joins CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation with Rick Santelli.... Read More
Markets
Is Goods Inflation About to Return?
Is Goods Inflation About to Return?
Posted By Jim Bianco
A worldwide shipping slowdown may lead to higher goods prices in the months ahead.... Read More
Markets
Alternative Measures of the Housing Market
Alternative Measures of the Housing Market
Posted By Greg Blaha
Higher interest rates have deterred potential sellers from putting their house on the market.... Read More
Markets
Monthly Fund Flows – A Rare Outflow From Money Markets During Tax Season
Monthly Fund Flows – A Rare Outflow From Money Markets During Tax Season
Posted By Greg Blaha
Retail money market funds saw outflows while U.S. citizens paid taxes, but inflows returned in the most recent week.... Read More
Markets
Jim Bianco joins Fox Business to discuss “No Landing,” Inflation & the Federal Reserve
Jim Bianco joins Fox Business to discuss “No Landing,” Inflation & the Federal Reserve
Jim Bianco joins Fox Business to discuss ?No Landing,? Inflation & the Federal Reserve with Charles Payne.... Read More
Markets
Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin
Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin
Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin with Oliver Renick.... Read More
Markets
Only Markets Can Rein in the Deficits
Only Markets Can Rein in the Deficits
Posted By Jim Bianco
The level of deficit spending will not be solved at the ballot box. It will be solved by the market imposing discipline. When this will happen is an open question. The UK mini-budget debacle in September 2022 offers a potent roadmap.... Read More
Markets
Is the RRP Liquidity Pump Now Dry?
Is the RRP Liquidity Pump Now Dry?
Posted By Jim Bianco
If the transfer of money from the Fed's Reverse Repo Facility back into banks is ending, the full effects of quantitative tightening will reassert themselves and bring much tighter liquidity for financial markets.... Read More
Markets
A Different Measure of Rental Inflation
A Different Measure of Rental Inflation
Posted By Greg Blaha
The BLS samples both continuing and new tenants to create the subcomponent of CPI known as rent of primary residences. It also offers a lesser known measure of rent that only samples new tenants. The former is meant to capture rent inflation for the average consumer, but the latter offers a more current view on where rents are heading.... Read More
Markets
Checking in on the Fed’s “Deferred Assets”
Checking in on the Fed’s “Deferred Assets”
Posted By Greg Blaha
The Fed's cumulative losses since September 7, 2022 now total roughly $164 billion.... Read More