Tag Archives: Markets

April 22, 2025

Markets

How Could Firing Powell Be Good for the Fed?
Posted By Jim Bianco | Featured, Newsclips

The chairman has too much power and the rest of the FOMC voters need to start acting independently. If they did, the Chairman would be just one of 12 votes and not the subject of such intense scrutiny. This would significantly protect the Fed's independence.... Read More

April 21, 2025

Markets

The Economy in 90 Days
Posted By Jim Bianco | Featured, Newsclips

The economy is currently performing well according to hard data. However, soft or survey data suggests it will significantly decline in the next 90 days or so. Will it?... Read More

Markets

CoT Commentary: No Basis Trade Unwind
Newsclips

The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors. ... Read More

April 18, 2025

Markets

Financial Conditions & Liquidity During the Selloff
Posted By Alex Malitas | Charts of the Week

Markets moved in massive ways after Trump's tariff announcement. Financial conditions tightened quickly while Treasury market liquidity remained ample. ... Read More

Markets

Homeowners Still Clinging to Their Low Mortgage Rates
Posted By Greg Blaha | Charts of the Week

As of Q4 2024, roughly 54% of homeowners with a mortgage still had a rate under 4%.... Read More

April 15, 2025

Markets

What Happened to the Fed Put?
Posted By Jim Bianco | Featured, Newsclips

For years, markets assumed the Fed would "react" to signs of weakening growth by aggressively cutting rates?the Fed Put. However, fear of tariff-driven inflation is preventing the Fed from acting on weakening growth.... Read More

April 14, 2025

Markets

Jim Bianco on the Schwab Network: Bonds “Center of the Universe,” Investors Will Want to Stock Pick
Bespoke Commentary

When it comes to recent price action, Jim Bianco points to bonds as the driving force. He looks at the correlation between stocks and bonds to explain why these market moves occurred. He doesn't expect the broader indices to perform as exceptionally as they did in the past and urges investors to watch for individual stocks and sector themes.... Read More

Markets

What Happened to Bonds Last Week?
Posted By Jim Bianco | Featured, Newsclips

The move higher in yields was started by the realization that tariff-driven inflation was going to keep the Fed on the sidelines even if the economy sank into a recession.... Read More

Markets

How China Might Be Selling U.S. Treasuries
Posted By Jim Bianco | Newsclips

Foreign selling of U.S. Treasuries appears to be coming from Europe, where China custodies some of its holdings of U.S. debt.... Read More

Markets

CoT Commentary: Hedge Funds Short Across the Curve
Posted By Alex Malitas | Newsclips

The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.... Read More

April 11, 2025

Markets

Jim Bianco joins CNBC to explain what’s going on in the Bond Market
Bespoke Commentary

Jim Bianco joins CNBC to explain what?s going on in the Bond Market with David Faber & Sara Eisen.... Read More

April 10, 2025

Markets

Jim Bianco & Keith McCullough – Hedgeye Investing Summit Spring 2025
Bespoke Commentary

This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.... Read More

Markets

Conference Call Replay & Notes – What’s Going on With the Bond Market?
Bespoke Commentary

The most interesting move in the last several days has been the inability of the bond market to rally on concerns of recession and a market crash. Why is this happening?... Read More

April 9, 2025

Markets

Jim Bianco joins CNBC to discuss Bond Market Volatility, Inflation & Tariffs
Bespoke Commentary

Jim Bianco joins CNBC to discuss Bond Market Volatility, Inflation & Tariffs with Kelly Evans.... Read More

April 8, 2025

Markets

Jim Bianco joins Bloomberg to discuss Uncertainty & Volatility in the Markets, Tariff Negotiations
Bespoke Commentary

Jim Bianco joins Bloomberg to discuss Uncertainty & Volatility in the Markets, Tariff Negotiations with Romaine Bostick & Alix Steel.... Read More

Markets

Earnings, Valuations & Fair Value
Posted By Alex Malitas | Featured, Newsclips

Amid market panic and a selloff rivaling Black Monday, investors should take comfort in the fact that, assuming no recession, lower prices mean frothy valuations ease and earnings might once again justify prices.... Read More

April 7, 2025

Markets

Cot Commentary: Hedge Funds Are Bearish USD
Posted By Alex Malitas | Featured, Newsclips

The Commitments of Traders report gauges position changes among different types of market participants. ... Read More

April 4, 2025

Markets

Jim Bianco joins Fox Business to discuss what to expect from the Fed & Tariffs
Bespoke Commentary

Jim Bianco joins Fox Business to discuss what to expect from the Fed & Tariffs with Charles Payne.... Read More

April 3, 2025

Markets

Realignment and 4 – 5 – 6 Markets
Bespoke Commentary

View PDF... Read More

Markets

How Could Firing Powell Be Good for the Fed? Posted By Jim Bianco | Featured, Newsclips

The Economy in 90 Days Posted By Jim Bianco | Featured, Newsclips

Financial Conditions & Liquidity During the Selloff Posted By Alex Malitas | Charts of the Week

Homeowners Still Clinging to Their Low Mortgage Rates Posted By Greg Blaha | Charts of the Week

What Happened to the Fed Put? Posted By Jim Bianco | Featured, Newsclips

What Happened to Bonds Last Week? Posted By Jim Bianco | Featured, Newsclips

How China Might Be Selling U.S. Treasuries Posted By Jim Bianco | Newsclips

CoT Commentary: Hedge Funds Short Across the Curve Posted By Alex Malitas | Newsclips

Earnings, Valuations & Fair Value Posted By Alex Malitas | Featured, Newsclips

Cot Commentary: Hedge Funds Are Bearish USD Posted By Alex Malitas | Featured, Newsclips

How Could Firing Powell Be Good for the Fed?
Posted By Jim Bianco | Featured, Newsclips

The Economy in 90 Days
Posted By Jim Bianco | Featured, Newsclips

Financial Conditions & Liquidity During the Selloff
Posted By Alex Malitas | Charts of the Week

Homeowners Still Clinging to Their Low Mortgage Rates
Posted By Greg Blaha | Charts of the Week

What Happened to the Fed Put?
Posted By Jim Bianco | Featured, Newsclips

What Happened to Bonds Last Week?
Posted By Jim Bianco | Featured, Newsclips

How China Might Be Selling U.S. Treasuries
Posted By Jim Bianco | Newsclips

CoT Commentary: Hedge Funds Short Across the Curve
Posted By Alex Malitas | Newsclips

Earnings, Valuations & Fair Value
Posted By Alex Malitas | Featured, Newsclips

Cot Commentary: Hedge Funds Are Bearish USD
Posted By Alex Malitas | Featured, Newsclips