Jim Bianco: A Fed rate cut could lead to bad news for Big Tech stocks
Investors are looking for an interest rate cut ? but the market may not respond as expected when it comes.... Read More
Investors are looking for an interest rate cut ? but the market may not respond as expected when it comes.... Read More
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors. ... Read More
Jim Bianco joins Bloomberg Asia to discuss the US Economy, Tariffs, Fed Policy, Retail Traders, the Budget Deficit & the Bond Market with Haslinda Amin.... Read More
Jim Bianco joins Fox Business to discuss an overhaul of economic data collection, fiscal dominance & why rate cuts fail with Charles Payne.... Read More
Slowing payrolls and massive revisions might have more to do with collapsing population growth than a slowing economy. This is because the border is closed. Cutting rates to stimulate job growth will only lead to more inflation and exacerbate the problem.... Read More
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors. ... Read More
This week, everything aligns, and we get a deluge of data (GDP, Payrolls, ISM, etc.), central bank meetings (The Fed on Wednesday, in addition to the Bank of Canada and Japan), announcements (the quarterly refunding announcement), and earnings (including Apple and Microsoft). Join us as we assess the data and how/if it changed anything.... Read More
Jim Bianco joins Bloomberg to react to today's FOMC Statement with Jonathan Ferro, Lisa Abramowicz, Tom Keene and Bob Michele.... Read More
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors. ... Read More
Trump's social media account provides an unfiltered glimpse into his thought process. This makes it a valuable tool. We examine his "Truths" posted on Truth Social with an emphasis on his Fed related Posts.... Read More
Both equity and bond markets have been rather calm the past few months, coming off the Liberation Day chaos. Traders are increasingly anticipating volatility to pick up in the future. ... Read More
Jim Bianco joins Fox Business to discuss trade deal clarity, the power of retail investors, potential EU/China trade deals, bond yields in a holding pattern, and sector rotation within the market rally with Charles Payne.... Read More
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors. ... Read More
Quantifying retail traders' share of equity market volume reveals the group has become a dominant market force.... Read More
The percentage of homeowners who have dropped their initial listing price continues to climb.... Read More
Jim Bianco joins the Schwab Network and Fox Business to discuss Trump applying pressure on Powell, where Fed policy should be & second-half market opportunities.... Read More
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors. ... Read More
Retail investors have become a dominant market force and have successfully piled into equity markets this year despite professional money managers' uncertainty. How are these retail investors trading?... Read More
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors. ... Read More
Since the U.S. border was closed to undocumented immigration earlier this year, net immigration has abruptly slowed. This has slowed population growth, meaning the U.S. might only need as few as 10,000 jobs per month by 2026 to cover new entrants in the labor force. So, private sector job growth slowing to 74k, as it did in June, might be more than enough to keep up with population growth.... Read More