Tag Archives: Markets
Markets
Jim Bianco discussing Inflation Expectations, Interest Rates vs Earnings Reports & The Magnificent 7
Jim Bianco discussing Inflation Expectations, Interest Rates vs Earnings Reports & The Magnificent 7
Jim Bianco joins fox Business to discuss Inflation Expectations, Possible Future Rate Hikes, Interest Rates vs Earnings Reports & The Magnificent 7 with Charles Payne.... Read More
Markets
Jim Bianco discussing Inflation Expectations, Interest Rates vs Earnings Reports & The Magnificent 7
Jim Bianco discussing Inflation Expectations, Interest Rates vs Earnings Reports & The Magnificent 7
Jim Bianco joins fox Business to discuss Inflation Expectations, Possible Future Rate Hikes, Interest Rates vs Earnings Reports & The Magnificent 7 with Charles Payne.... Read More
Markets
Updating the Divergence Between HY Spreads & Lending Standards
Updating the Divergence Between HY Spreads & Lending Standards
Posted By Greg Blaha
Worsening loan conditions have yet to send high-yield spreads wider. It is worth noting the index contains higher quality bonds than in past crises.... Read More
Markets
An Update on Remote Work
An Update on Remote Work
Posted By Jim Bianco
Key card swipes, public transportation, and mobile phone usage all point to office usage settling in around 2.5 to 3 days a week in the office.... Read More
Markets
Alternative Measures of the Housing Market
Alternative Measures of the Housing Market
Posted By Greg Blaha
The number of homes sold each month has fallen considerably from the January 2021 high. In September, 405k homes were sold.... Read More
Markets
Short Squeeze or New Bond Rally?
Short Squeeze or New Bond Rally?
Posted By Jim Bianco
The recent rally in bonds looks like a short cover rally with little follow-through. The larger downtrend in prices, or uptrend in yields, is still intact.... Read More
Markets
Conference Call Replay & Notes – When Will Yields Peak?
Conference Call Replay & Notes – When Will Yields Peak?
Bond yields remain front and center for all financial markets. When will they peak? Listen below as Jim discusses the issues surrounding this vexing question.... Read More
Markets
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics with Charles Payne.... Read More
Markets
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics with Charles Payne.... Read More
Markets
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve with Tom Keene, Lisa Abramowicz & Katie Greifeld.... Read More
Markets
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve with Tom Keene, Lisa Abramowicz & Katie Greifeld.... Read More
Markets
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs with Charles Payne.... Read More
Markets
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs with Charles Payne.... Read More
Markets
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation with Melissa Lee and the Fast Money Cast.... Read More
Markets
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation with Melissa Lee and the Fast Money Cast.... Read More
Markets
Do Not Expect a Reversion to the QE-Era
Do Not Expect a Reversion to the QE-Era
Posted By Jim Bianco
Over the past year, many economists have been concerned high rates could spell trouble for the economy. However, the economy has remained resilient. Much of this concern is predicated on the view that the QE era from 2009 to 2020 was the norm and that higher rates will prove too punishing. We view the QE era as the abnormality. The current rise in real rates is a reversion to the mean.... Read More
