Since election day, the equity rally has stalled as investors become accustomed to a new paradigm of political uncertainty. ... Read More
Confidence surveys are meant to provide a read on broad sentiment on markets and the economy. What do recent readings mean for investors?... Read More
The typical NATO defense spending calculus is changing fast. This impacts European economies in a way not considered just a few weeks ago. Markets are responding in kind.... Read More
The Commitment of Traders report is meant for investors to gauge positioning changes among different types of market participants. ... Read More
The Commitment of Traders report is meant for investors to gauge positioning changes among different types of market participants. ... Read More
The Trump administration appears to be borrowing Silicon Valley?s playbook in moving fast and breaking things. They desire a lower 10-year yield, which would likely require a lower dollar. The Mar-a-Lago Accord is a rumored proposal to radically restructure U.S.... Read More
Jim Bianco joins Fox Business to discuss ?The Mar-A-Lago Accords? with Charles Payne.... Read More
Jim Bianco joins Bloomberg Radio to discuss Sticky Inflation, Rate Cuts, the 4-5-6 Market, Active Management, Earnings & the K-Shaped Economy, Real Yields, Jobs Data, US Dollar with Tom Keene & Paul Sweeney.... Read More
What is the state of the labor market? We must first acknowledge Covid changed things. Remote work is still over one-quarter of the workforce and is not going away.... Read More
Vanguard turned up the heat on the fee war this week, slashing fees on 87 funds.... 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
Bitcoin now accounts for almost two-thirds of the crypto universe.... Read More
Jim Bianco joins Fox Business to discuss the Impacts of Trump Tariffs, Bitcoin & No Landing with Charles Payne.... Read More
The era of TINA (?There is No Alternative?) is over. Stocks will compete with bonds and cash over the next several years.... Read More
DoubleLine Round Table Prime 2025 was held Jan. 9 at DoubleLine?s downtown L.A. office.... Read More
The majority of S&P 500 companies' market capitalization is made up by intangible assets like branding or patents rather than physical assets like buildings or machinery.... Read More