The Fed's cumulative losses since September 7, 2022 now total roughly $135 billion.... Read More
The 34 days it takes to sell a house is still low when compared to the past decade, but it is markedly higher than the frenzy seen from mid-2021 to early-2022.... Read More
As of Q3 2023, almost 60% of homeowners with a mortgage had locked in a rate under 4%.... Read More
Jim Bianco joins Bloomberg Surveillance to discuss Interest Rates, Inflation & the Change in the Nature of Work with Jonathan Ferro, Tom Keene & Lisa Abramowicz.... Read More
Jim Bianco joins Bloomberg Surveillance to discuss Interest Rates, Inflation & the Change in the Nature of Work with Jonathan Ferro, Tom Keene & Lisa Abramowicz.... Read More
The spike in goods inflation in 2021/2022 occurred in part because of shipping problems. Consumers had to pay premiums to get what was available. The current shipping disruption is creating another round of products not reaching the end user. The longer it lasts, the more problems it creates.... Read More
Jim Bianco joins Fox Business to discuss Bitcoin Spot ETF Approval, Jobs Market & the Bond Market with Charles Payne.... Read More
Jim Bianco joins Fox Business to discuss Bitcoin Spot ETF Approval, Jobs Market & the Bond Market with Charles Payne.... Read More
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
