Tag Archives: Markets
Markets
Breaking Down Debt in the U.S.
Breaking Down Debt in the U.S.
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
Markets
Comparing the Value of Credit in the U.S. to GDP
Comparing the Value of Credit in the U.S. to GDP
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. Both are now at new highs.... Read More
Markets
Funding Gaps at Public and Private Pensions
Funding Gaps at Public and Private Pensions
Private pension funds have much smaller funding gaps than their government counterparts.... Read More
Markets
Defined Benefit Plans vs. IRAs
Defined Benefit Plans vs. IRAs
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
Markets
Comparing Real Estate to GDP and Stock Ownership
Comparing Real Estate to GDP and Stock Ownership
Over the past couple quarters, households' real estate equity actually and direct stock ownership converged to similar levels.... Read More
Markets
Roughly 41% of FDIC Deposits Are Uninsured
Roughly 41% of FDIC Deposits Are Uninsured
Roughly 41% of FDIC deposits in the U.S. are uninsured.... Read More
Markets
Wait, Inflation Is Going To Start RISING Again This Summer?
Wait, Inflation Is Going To Start RISING Again This Summer?
No one can doubt the bulls are in control of the financial markets right now. But will it stay that way long enough for investors to make good returns from here? It's unclear. There are a lot of ways the future can play out from here, as there are cross-currently galore in both the macro and market data. To discuss and make sense of it all, we're fortunate to welcome Jim Bianco of macro research firm Bianco Research back to the program. ... Read More
Markets
MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI
MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI
MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed?s hawkish pause, where rates and stock prices are headed, and much more.... Read More
Markets
What’s Driving Fed Policy?
What’s Driving Fed Policy?
Jim Bianco, president of Bianco Research sits down with Maggie Lake to discuss the recent actions of the Federal Reserve, decipher the sentiment in the bond market, and provide a breakdown of yesterday's crucial inflation data. In the second half of today's show, Jim Bianco will explain to us the key drivers behind the current Fed policy. ... Read More
Markets
Sentiment and Positioning: A New Bull Market?
Sentiment and Positioning: A New Bull Market?
Posted By Alex Malitas
The S&P 500 has entered a new bull market after rallying 20% from its low last year. A lack of market breadth and uncertainty regarding the economic and inflation outlook in the U.S. has investors positioning for more trouble in the stock markets. Fixed income sentiment is mixed.... Read More
Markets
The Week Liquidity Gets Tested
The Week Liquidity Gets Tested
Posted By Jim Bianco
In the next 48 hours, the Treasury will issue $290 billion of securities. This will tell us much about liquidity and the market impact of refilling the Treasury's General Account (TGA).... Read More
Markets
Profiling the Mutual Fund & ETF Universe
Profiling the Mutual Fund & ETF Universe
Posted By Greg Blaha
52% of households owning mutual funds make more than $100k per year.... Read More
Markets
The Divide Between Active and Passive Fund Fees
The Divide Between Active and Passive Fund Fees
Posted By Greg Blaha
Active equity funds continue to charge 10x the fees of passive equity funds.... Read More
Markets
Breaking Down Retirement Assets
Breaking Down Retirement Assets
Posted By Greg Blaha
42% of U.S. households own an IRA. The difference in ownership between the highest and lowest income buckets is staggering.... Read More
Markets
Government vs. Prime Money Market Funds
Government vs. Prime Money Market Funds
Posted By Greg Blaha
A look at the holdings of government-only money market funds versus prime money market funds... Read More