Tag Archives: Markets

January 17, 2023

Markets

Will Japan’s Inflation Rise Forcibly End Its Yield Curve Control Policy?
Posted By Jim Bianco | Featured, Newsclips

Japan's inflation rate is increasing for the first time in a generation, but salaries are not rising. Japanese government bond yields are moving higher, but struggling against the upper band of the Bank of Japan's yield curve control. If rates break through or yield curve control ends, the impact could be felt worldwide.... Read More

January 13, 2023

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report... Read More

Markets

Has the Dynamic Changed?
Posted By Jim Bianco | Featured, Newsclips

Chairman Powell still worries a big rally in asset prices would lead to increased spending and higher inflation.... Read More

January 11, 2023

Markets

Reality … inflation has peaked.
Bespoke Commentary

Jim Bianco: Watching Bloomberg TV, and they are repeating the same mantra as everyone else. That is stating overwhelming consensus views with a tone in their voice like they are telling you something unique. Reality … inflation has peaked. That... Read More

January 6, 2023

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report. ... Read More

Markets

Housing Market’s Slowdown Continues
Posted By Greg Blaha | Charts of the Week

Redfin's alternative measures of the housing market continue to show a slowdown in the crazy conditions of the last year.... Read More

January 4, 2023

Markets

Cartoons
Newsclips

December 30, 2022

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report... Read More

Markets

The Most Volatile Day of the Year?
Posted By Jim Bianco | Featured, Newsclips

Historically, the first trading day and week of the year are volatile for a range of assets.... Read More

December 27, 2022

Markets

The Trend in 10-Year Yields
Posted By Jim Bianco | Featured, Newsclips

The secular trend in 10-year yields is higher and could stay that way for many years.... Read More

Markets

China and the 2023 Consensus View
Posted By Jim Bianco | Newsclips

China is not yet showing signs of reopening, despite announcements that zero-Covid restrictions are being lifted. This matters for Wall Street as a Chinese rebound is central to the 2023 consensus views of a rebound in raw commodities, a surge in finished goods that will depress inflation leading to the Fed pivoting, and risk markets soaring in 2H 2023.... Read More

December 23, 2022

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report. ... Read More

Markets

Breaking Down Debt in the U.S.
Charts of the Week

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
Charts of the Week

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
Charts of the Week

Private pension funds have much smaller funding gaps than their government counterparts.... Read More

Markets

Defined Benefit Plans vs. IRAs
Charts of the Week

Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More

Markets

Comparing Real Estate to GDP and Stock Ownership
Charts of the Week

Over the past couple quarters, households' real estate equity actually surpassed stock ownership.... Read More

Markets

Over 45% of FDIC Deposits Are Uninsured
Charts of the Week

Over 45% of FDIC deposits in the U.S. are uninsured.... Read More

December 20, 2022

Markets

Did the Bank of Japan Succumb to Inflation?
Posted By Jim Bianco | Featured, Newsclips

The Bank of Japan raised the cap on 10-year JGB yields in what they called a technical adjustment due to financial stability issues. The real reason this move was necessary is that inflation is running way ahead of their target and forcing yields higher.... Read More

December 16, 2022

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report. ... Read More

Will Japan’s Inflation Rise Forcibly End Its Yield Curve Control Policy? Posted By Jim Bianco | Featured, Newsclips

Has the Dynamic Changed? Posted By Jim Bianco | Featured, Newsclips

Housing Market’s Slowdown Continues Posted By Greg Blaha | Charts of the Week

The Most Volatile Day of the Year? Posted By Jim Bianco | Featured, Newsclips

The Trend in 10-Year Yields Posted By Jim Bianco | Featured, Newsclips

China and the 2023 Consensus View Posted By Jim Bianco | Newsclips

Did the Bank of Japan Succumb to Inflation? Posted By Jim Bianco | Featured, Newsclips

Will Japan’s Inflation Rise Forcibly End Its Yield Curve Control Policy?
Posted By Jim Bianco | Featured, Newsclips

Has the Dynamic Changed?
Posted By Jim Bianco | Featured, Newsclips

Housing Market’s Slowdown Continues
Posted By Greg Blaha | Charts of the Week

The Most Volatile Day of the Year?
Posted By Jim Bianco | Featured, Newsclips

The Trend in 10-Year Yields
Posted By Jim Bianco | Featured, Newsclips

China and the 2023 Consensus View
Posted By Jim Bianco | Newsclips

Did the Bank of Japan Succumb to Inflation?
Posted By Jim Bianco | Featured, Newsclips