Tag Archives: Markets
Markets
Are Corporations Benefiting From Higher Interest Rates?
Are Corporations Benefiting From Higher Interest Rates?
Posted By Jim Bianco
Non-financial corporations are getting a bigger benefit from higher interest income than the drag from higher interest expenses. Consequently, their financial position is improving. This may be why higher rates are not hurting the economy.... Read More
Markets
Personal Interest Expenses on the Rise
Personal Interest Expenses on the Rise
Posted By Greg Blaha
Personal interest expenses are eating up a larger portion of households' income.... Read More
Markets
Who Is Buying Treasuries at Auction?
Who Is Buying Treasuries at Auction?
Posted By Greg Blaha
In the last six auctions, dealers bought less than 15% of the 10-year notes offered, on average. In contrast, investment funds are now taking down almost 62% of the average auction.... Read More
Markets
Jim Bianco joins Fox Business to discuss Bond Inflows, MOVE Index, Dollar & Current Market Pullback
Jim Bianco joins Fox Business to discuss Bond Inflows, MOVE Index, Dollar & Current Market Pullback
Jim Bianco joins Fox Business to discuss Bond Inflows, the MOVE Index, the Dollar & Current Market Pullback with Charles Payne.... Read More
Markets
Jim Bianco joins Fox Business to discuss Bond Inflows, MOVE Index, Dollar & Current Market Pullback
Jim Bianco joins Fox Business to discuss Bond Inflows, MOVE Index, Dollar & Current Market Pullback
Jim Bianco joins Fox Business to discuss Bond Inflows, the MOVE Index, the Dollar & Current Market Pullback with Charles Payne.... Read More
Markets
Jim Bianco discusses the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown
Jim Bianco discusses the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown
Jim Bianco joins Bloomberg to discuss the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown with Jonathan Ferro and Brian Levitt.... Read More
Markets
Jim Bianco discusses the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown
Jim Bianco discusses the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown
Jim Bianco joins Bloomberg to discuss the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown with Jonathan Ferro and Brian Levitt.... Read More
Markets
Jim Bianco joins joins CNBC’s Fast Money to discuss the Bond & Stock Market, Inflation & Fed Policy
Jim Bianco joins joins CNBC’s Fast Money to discuss the Bond & Stock Market, Inflation & Fed Policy
Jim Bianco joins joins CNBC?s Fast Money to discuss the Bond & Stock Market, Inflation & Fed Policy with Melissa Lee and the Fast Money Crew.... Read More
Markets
Jim Bianco joins Schwab Network to discuss his Q4 Outlook, Inflation/Growth Outlook, Fed Rate Hikes
Jim Bianco joins Schwab Network to discuss his Q4 Outlook, Inflation/Growth Outlook, Fed Rate Hikes
Jim Bianco joins Schwab Network to discuss his Q4 Outlook, Inflation/Growth Outlook, Fed Rate Hikes with Renita Young.... Read More
Markets
Money Market Funds’ Dominance in the Fed’s RRP
Money Market Funds’ Dominance in the Fed’s RRP
Posted By Greg Blaha
Over 96% of all money in the Fed's reverse repo facility belongs to money market funds. T-bills have become a competitive alternative, however.... Read More
Markets
Alternative Measures of the Housing Market
Alternative Measures of the Housing Market
Posted By Greg Blaha
The median price of a house is the most basic measure of the housing market. The median sale price per square foot (red) was $226 in August, down from its April 2022 peak of $233.... Read More
Markets
Updating the Government’s Rising Interest Expenses
Updating the Government’s Rising Interest Expenses
Posted By Greg Blaha
For the last few decades we have been in a low interest rate environment where deficit spending would not cause major issues. However, a 40-year high in inflation prompted the Fed to tighten monetary policy at a fast pace. Higher rates mean the cost of servicing U.S. debt will follow higher.... Read More
Markets
Migrant Flow in the United States
Migrant Flow in the United States
Posted By Jim Bianco
Some detail on immigration encounters in the U.S.... Read More
Markets
College Rankings Since 1983
College Rankings Since 1983
Posted By Jim Bianco
U.S. News & World Report recently released its latest rankings of colleges across the U.S.... Read More
Markets
The Changing Labor/Management Relationship
The Changing Labor/Management Relationship
Posted By Jim Bianco
The pandemic has swung the labor/management relationship in favor of labor. "Stickier" inflation and higher interest rates will result.... Read More
Markets
A Historical Perspective of R*
A Historical Perspective of R*
Posted By Jim Bianco
The 2009 to 2020 period might be the outlier for interest rates, not the norm. So, hoping R* will return to this outlier period when the inflation landscape has changed will prove to be misplaced.... Read More
Markets
Jim Bianco joins Fox Business to discuss the Bond Market & Federal Reserve Policy with Charles Payne
Jim Bianco joins Fox Business to discuss the Bond Market & Federal Reserve Policy with Charles Payne
Jim Bianco joins Fox Business to discuss the Bond Market & Federal Reserve Policy with Charles Payne.... Read More