The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors. ... Read More
Actual, hard economic data is giving little cause for concern and risk markets are clawing their way higher. Soft survey data, on the other hand, is painting a more alarming picture of the future. This puts the Fed in a difficult situation. Join us Thursday as we discuss why the Fed needs to remained focused on their inflation mandate, even if it comes at the cost of a weaker economy.... Read More
Jim Bianco joins Fox Business to discuss the Impacts of Globalization, Earnings Season Results, Fed Rate Cuts/Hikes, Recession Odds with Charles Payne.... Read More
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors. ... Read More
Tariffs remitted to the Treasury General Account began to surge after Liberation Day.... Read More
As pre-Covid data rolls off the five-year window, the long-term correlation between stocks and bonds is turning higher.... Read More
Many metrics of the housing market have returned to pre-pandemic levels. The number of homes sold each month, however, remains depressed.... Read More
Unlike previous cycles, retail investors hold a much larger sway over markets. Who are retail traders?... Read More
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
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
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors. ... Read More
Markets moved in massive ways after Trump's tariff announcement. Financial conditions tightened quickly while Treasury market liquidity remained ample. ... Read More
As of Q4 2024, roughly 54% of homeowners with a mortgage still had a rate under 4%.... Read More
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
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
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
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
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.... Read More
Jim Bianco joins CNBC to explain what?s going on in the Bond Market with David Faber & Sara Eisen.... Read More
This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.... Read More