The REIT sector, as a proxy for real estate, did not have a good year. Only a few actually outperformed the S&P 500. Rising mortgage rates were the main culprit.... Read More
How will the considerable easing of financial conditions impact the start of 2024?... Read More
The Conference Board's Index of Leading Economic Indicators (LEI) has been contracting for 20 consecutive months, but no recession is in sight. While this model might be wrong, it can still be useful.... Read More
Can a narrative be so powerful that no one dares go against it despite solid evidence it might not be correct? Is this the case with the so-called soft landing? Is it really a "no landing" boom that could re-ignite inflation?... 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 quarters, households' real estate equity has trailed households' direct stock ownership.... Read More
Roughly 40% of FDIC deposits in the U.S. are uninsured.... Read More
Jim Bianco joins Fox Business to discuss Yesterday?s FOMC Meeting, Reaccelerating Inflation & Financial Conditions with Charles Payne.... Read More
Jim Bianco joins Fox Business to discuss Yesterday?s FOMC Meeting, Reaccelerating Inflation & Financial Conditions with Charles Payne.... Read More
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
Jim Bianco on Fox Business discussing No Landing Scenario, Bond Yields & the Return of Stock-Picking with Charles Payne.... Read More
Jim Bianco on Fox Business discussing No Landing Scenario, Bond Yields & the Return of Stock-Picking with Charles Payne.... Read More
