The Commitment of Traders report gauges position changes among different types of market participants. ... Read More
Trump is not interested in tweaking the current status quo. His agenda is a realignment of the world order. This has been accompanied by heightened uncertainty and volatile markets. We will also discuss the FOMC meeting.... Read More
Jim Bianco joins Bloomberg to give his thoughts on today?s FOMC Statement with Jonathan Ferro, Lisa Abramowicz & Tom Keene.... Read More
Jim Bianco joins Fox Business to discuss "Uncertainty," Health of the Consumer & No Landing with Charles Payne.... Read More
The Commitment of Traders report gauges position changes among different types of market participants. ... Read More
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
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.... Read More
Private pension funds typically have much smaller funding gaps than their government counterparts.... Read More
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
Over the past couple decades, households' real estate equity and direct stock ownership have moved in lockstep.... Read More
Roughly 41% of FDIC deposits in the U.S. are uninsured.... Read More
Trump's unconventional policies have scared investors to the point that sentiment is at levels associated with major bear market lows even though prices are just 5% off the all-time high set two weeks ago. Is a market bottom near?... Read More
The Commitment of Traders report gauges positioning changes among different types of market participants. ... Read More
Financial conditions have come off extremely easy levels in recent weeks, driven by increased volatility. ... Read More
Where is the neutral funds rate? There are many ways to approximate this, but it is a number that cannot be known with certainty.... Read More
The percentage of houses that had to drop their initial listing price rose to almost 20% in January. Sellers remain optimistic with high listing prices, but actual sales prices have leveled off.... Read More
Volatility measures are moving higher in anticipation of major geopolitical and economic changes in the United States. It remains to be seen if markets will exhibit the level of realized volatility expected ahead. ... Read More
Jim Bianco is looking ahead to the State of the Union address, and says the market is missing increased European defense spending. He?s also waiting for payrolls data on Friday, particularly the revisions. He also discusses the potential of a U.S. Crypto Reserve, with some major words of warning.... Read More
The Commitment of Traders report gauges positioning changes among different types of market participants. ... Read More
The debt ceiling was reached on January 1. The Treasury has various techniques to keep the government funded until July/August before a technical default is possible.... Read More