Jim Bianco joins Fox Business to discuss "No Landing," Post-Lockdown Economy & the Neutral Rate with Charles Payne.... Read More
Today's topics include economists are more hawkish than the Fed despite similar economic outlooks, persistent inflation, a new norm for spending?, renting vs. owning, breaking down household wealth gains, small caps vs. large caps, the yen, and more on AI's potential effect on productivity ... Read More
Today's topics include detailing the reasons the neutral rate may now be higher, Fed officials' thoughts on inflation, El-Erian's thoughts on inflation targeting, the rising pile of debt, comparing valuations in the U.S. & EU, gas prices expected to rise, stocks to continue rallying?, office rents living in fantasyland, and SWIFT building CBDC platform... Read More
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
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
Private pension funds typically have much smaller funding gaps than their government counterparts.... Read More
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
Over the past couple decades, households' real estate equity and direct stock ownership have moved in lockstep.... Read More
Roughly 39% of FDIC deposits in the U.S. are uninsured.... Read More
The Fed said the economy is improving and inflation is higher than expected, yet they still want to cut three times this year. Why? They think the federal funds rate is very restrictive. The market is reacting to potential rate cuts as "cheaper money coming" and launching into record territory. We fear this easy money will produce more inflation down the road.... Read More
Jim Bianco joins Fox Business to discuss today's FOMC Meeting, No Landing & the Bond Market with Charles Payne.... Read More
Every recession or financial crisis changes an economy. The 2020 Covid shutdown/restart was no different. U.S. consumers abandoned savings for spending. The result is a "no-landing" economy and "sticky" inflation. This seems to be unique to the U.S.... Read More
Fed officials keep saying they will cut rates later this year, which has provided a positive boost to the financial markets and economy. But if the data never gives them the green light to actually follow through, financial markets will be disappointed. Interest rates still matter. ... Read More
Jim Bianco joins Fox Business to discuss Concentration/Sentiment in the Market, Crypto Energy Usage with Charles Payne.... Read More
Futures are lower ahead of this week?s inflation data. Jim Bianco discusses this, along with what Nvidia?s (NVDA) Friday reversal means for the overall market. He also talks about Nvidia, Meta (META), Amazon (AMZN), and Microsoft?s (MSFT) impact on the S&P 500. He then goes over how far the ?Big 4? stocks can carry the current rally.... Read More
Sentiment is an important measure to gauge how hot or cold a market is at any given time. While it doesn't necessarily predict future returns, it informs investors of consensus thinking.... Read More
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