Tag Archives: Markets

March 14, 2024

Markets

Jim Bianco Conference Call Replay & Notes – “Are Financial Conditions Too Loose?”
Bespoke Commentary

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

March 11, 2024

Markets

Jim Bianco joins Fox Business to discuss Concentration/Sentiment in the Market, Crypto Energy Usage
Bespoke Commentary

Jim Bianco joins Fox Business to discuss Concentration/Sentiment in the Market, Crypto Energy Usage with Charles Payne.... Read More

Markets

How Far Can the “Big 4” Stocks Carry the Current Rally?
Bespoke Commentary

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

March 8, 2024

Markets

Extreme and Popular Charts
COT Update

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

Markets

Checking on Stock & Bond Sentiment
Posted By Alex Malitas | Charts of the Week

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

Markets

Housing Out of Reach for Many First-Time Homeowners
Posted By Greg Blaha | Charts of the Week

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

Markets

Alternative Measures of the Housing Market
Posted By Greg Blaha | Charts of the Week

The number of homes sold each month remains depressed at a level rarely seen.... Read More

March 6, 2024

Markets

Jim Bianco joins Bloomberg to discuss Fed Policy, Stock Market Dynamics & the 2024 Election
Bespoke Commentary

Jim Bianco joins Bloomberg to discuss Fed Policy, Stock Market Dynamics & the 2024 Election with Manus Cranny & Bob Elliott.... Read More

March 4, 2024

Markets

Jim Bianco joins CNBC to discuss No Landing, Inflation Bottoming, China, The Fed, & The Bond Market
In the Media, Media Appearances

Jim Bianco joins CNBC to discuss No Landing, Inflation Bottoming, China, The Fed, & The Bond Market with Sara Eisen & Carl Quintanilla.... Read More

Markets

Jim Bianco joins Bloomberg to discuss Rate Cuts, Inflation Bottoming & Savings/Consumer Spending
Bespoke Commentary

Jim Bianco joins Bloomberg to discuss Rate Cuts, Inflation Bottoming & Savings/Consumer Spending with Tom Keene & Damian Sassower.... Read More

Markets

Jim Bianco joins CNBC to discuss No Landing, Inflation Bottoming, China, The Fed, & The Bond Market
Bespoke Commentary

Jim Bianco joins CNBC to discuss No Landing, Inflation Bottoming, China, The Fed, & The Bond Market with Sara Eisen & Carl Quintanilla.... Read More

Markets

Jim Bianco joins Bloomberg to discuss Rate Cuts, Inflation Bottoming & Savings/Consumer Spending
Bespoke Commentary

Jim Bianco joins Bloomberg to discuss Rate Cuts, Inflation Bottoming & Savings/Consumer Spending with Tom Keene & Damian Sassower.... Read More

Markets

What Does It Mean That the Stock Market Is Down to the Fabulous Four?
Posted By Jim Bianco | Featured, Newsclips

The stock market's year-to-date gains are more concentrated than just about any historical period. Wall Street is desperately looking for money to keep the rally going, but sources of liquidity are drying up.... Read More

March 1, 2024

Markets

Extreme and Popular Charts
COT Update

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

Markets

Jim Bianco on the Disconnect in the Economy, Wall Street’s Contrarian Sentiment & Bitcoin ETFs
In the Media, Media Appearances

Jim Bianco joins Fox Business to discuss the Current Disconnect in the Economy, Wall Street's Growing Contrarian Sentiment & Some Concerns with the Bitcoin ETFs with Charles Payne.... Read More

Markets

Jim Bianco on the Disconnect in the Economy, Wall Street’s Contrarian Sentiment & Bitcoin ETFs
Bespoke Commentary

Jim Bianco joins Fox Business to discuss the Current Disconnect in the Economy, Wall Street's Growing Contrarian Sentiment & Some Concerns with the Bitcoin ETFs with Charles Payne.... Read More

Markets

Are the Stock Market’s Long-Term Tailwinds Over?
Posted By Jim Bianco | Charts of the Week

Over the last generation, lower tax and interest rates were a big tailwind for the stock market. These appear to be ending. For stocks to continue on their trend of the last 30 years, they would have to trade at all-time high valuations. This won't be easy to achieve.... 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

February 23, 2024

Markets

Extreme and Popular Charts
COT Update

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

Markets

Jim Bianco joins Fox Business to discuss the Bond Market, No Landing & Optimism in the Market
In the Media, Media Appearances

Jim Bianco joins Fox Business to discuss the Bond Market, the No Landing Scenario & Optimism in the Market with Charles Payne.... Read More

Checking on Stock & Bond Sentiment Posted By Alex Malitas | Charts of the Week

Housing Out of Reach for Many First-Time Homeowners Posted By Greg Blaha | Charts of the Week

Alternative Measures of the Housing Market Posted By Greg Blaha | Charts of the Week

Jim Bianco joins CNBC to discuss No Landing, Inflation Bottoming, China, The Fed, & The Bond Market In the Media, Media Appearances

What Does It Mean That the Stock Market Is Down to the Fabulous Four? Posted By Jim Bianco | Featured, Newsclips

Jim Bianco on the Disconnect in the Economy, Wall Street’s Contrarian Sentiment & Bitcoin ETFs In the Media, Media Appearances

Are the Stock Market’s Long-Term Tailwinds Over? Posted By Jim Bianco | Charts of the Week

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

Jim Bianco joins Fox Business to discuss the Bond Market, No Landing & Optimism in the Market In the Media, Media Appearances

Checking on Stock & Bond Sentiment
Posted By Alex Malitas | Charts of the Week

Housing Out of Reach for Many First-Time Homeowners
Posted By Greg Blaha | Charts of the Week

Alternative Measures of the Housing Market
Posted By Greg Blaha | Charts of the Week

Jim Bianco joins CNBC to discuss No Landing, Inflation Bottoming, China, The Fed, & The Bond Market
In the Media, Media Appearances

What Does It Mean That the Stock Market Is Down to the Fabulous Four?
Posted By Jim Bianco | Featured, Newsclips

Jim Bianco on the Disconnect in the Economy, Wall Street’s Contrarian Sentiment & Bitcoin ETFs
In the Media, Media Appearances

Are the Stock Market’s Long-Term Tailwinds Over?
Posted By Jim Bianco | Charts of the Week

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

Jim Bianco joins Fox Business to discuss the Bond Market, No Landing & Optimism in the Market
In the Media, Media Appearances