Tag Archives: Markets
Markets
Breaking Down Debt in the U.S.
Breaking Down Debt in the U.S.
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
Comparing the Value of Credit in the U.S. to GDP
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
Funding Gaps at Public and Private Pensions
Private pension funds typically have much smaller funding gaps than their government counterparts.... Read More
Markets
Defined Benefit Plans vs. IRAs
Defined Benefit Plans vs. IRAs
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
Markets
Comparing Real Estate to GDP and Stock Ownership
Comparing Real Estate to GDP and Stock Ownership
Over the past couple quarters, households' real estate equity has trailed households' direct stock ownership.... Read More
Markets
40% of FDIC Deposits Are Uninsured
40% of FDIC Deposits Are Uninsured
Roughly 40% of FDIC deposits in the U.S. are uninsured.... Read More
Markets
Jim Bianco discusses Yesterday’s FOMC Meeting, Reaccelerating Inflation & Financial Conditions
Jim Bianco discusses Yesterday’s FOMC Meeting, Reaccelerating Inflation & Financial Conditions
Jim Bianco joins Fox Business to discuss Yesterday?s FOMC Meeting, Reaccelerating Inflation & Financial Conditions with Charles Payne.... Read More
Markets
Jim Bianco discusses Yesterday’s FOMC Meeting, Reaccelerating Inflation & Financial Conditions
Jim Bianco discusses Yesterday’s FOMC Meeting, Reaccelerating Inflation & Financial Conditions
Jim Bianco joins Fox Business to discuss Yesterday?s FOMC Meeting, Reaccelerating Inflation & Financial Conditions with Charles Payne.... Read More
Markets
Has Inflation Already Walked the Last Mile?
Has Inflation Already Walked the Last Mile?
Posted By Jim Bianco
The Fed and consensus believe inflation has further to fall, a last mile that will take it to 2%. But could it have already walked that mile, settling in closer to 3% to 4%?... Read More
Markets
Jim Bianco on Fox Business discussing No Landing Scenario, Bond Yields & the Return of Stock-Picking
Jim Bianco on Fox Business discussing No Landing Scenario, Bond Yields & the Return of Stock-Picking
Jim Bianco on Fox Business discussing No Landing Scenario, Bond Yields & the Return of Stock-Picking with Charles Payne.... Read More
Markets
Jim Bianco on Fox Business discussing No Landing Scenario, Bond Yields & the Return of Stock-Picking
Jim Bianco on Fox Business discussing No Landing Scenario, Bond Yields & the Return of Stock-Picking
Jim Bianco on Fox Business discussing No Landing Scenario, Bond Yields & the Return of Stock-Picking with Charles Payne.... Read More
Markets
Financial Conditions & Fed Policy
Financial Conditions & Fed Policy
Posted By Greg Blaha
At his November 1 press conference, Powell made the case that tighter financial conditions could act as a substitute for further Fed hikes: As I mentioned, persistent changes in broader financial conditions can have implications for the path of monetary... Read More
Markets
Profiling Money Market Funds
Profiling Money Market Funds
Posted By Jim Bianco
The Treasury Department's Office of Financial Research aggregates monthly SEC filings from money market funds to show industry-wide statistics.... Read More
Markets
Tracking Alternative Measures of the Housing Market
Tracking Alternative Measures of the Housing Market
Posted By Greg Blaha
The number of homes sold each month has fallen considerably from the January 2021 high. In October, 399k homes were sold.... Read More
Markets
Jim Bianco joins CNBC to discuss No Landing, Real GDP Growth, Sticky Inflation & the End of TINA
Jim Bianco joins CNBC to discuss No Landing, Real GDP Growth, Sticky Inflation & the End of TINA
Jim Bianco joins CNBC to discuss No Landing, Real GDP Growth, Sticky Inflation & the End of TINA with Kelly Evans, Steve Liesman & Nancy Tengler.... Read More
Markets
Jim Bianco joins CNBC to discuss No Landing, Real GDP Growth, Sticky Inflation & the End of TINA
Jim Bianco joins CNBC to discuss No Landing, Real GDP Growth, Sticky Inflation & the End of TINA
Jim Bianco joins CNBC to discuss No Landing, Real GDP Growth, Sticky Inflation & the End of TINA with Kelly Evans, Steve Liesman & Nancy Tengler.... Read More
Markets
Previewing Tomorrow’s Payrolls Report
Previewing Tomorrow’s Payrolls Report
Posted By Jim Bianco
Economists? median estimate for tomorrow?s payroll release is 186k. Estimates range from 45k to 275k. Seventy-two economists offered forecasts.... Read More
Markets
Returning Liquidity And Asset Prices
Returning Liquidity And Asset Prices
November's rally was among the top 10 best months for the S&P 500. The rally in risk assets was driven by two important forces: the narrative that the Fed would cut aggressively in 2024 and increasing liquidity from the New York Fed's Reserve Repo Facility. This is leading to easing financial conditions.... Read More