Tag Archives: Markets

February 18, 2020

Markets

Bond Markets Have a Different Message
Posted By Jim Bianco | Featured, Newsclips

While stocks soared to new all-time highs last week, the bond market has been telling a far different story. Central banks may be correct when they state their toolbox will be limited in future downturns, but that isn't stopping the markets from expecting further action.... Read More

February 14, 2020

Markets

Extreme and Popular Charts
COT Update

Highlights from the most recent CoT report... Read More

February 13, 2020

Markets

Why Are Stocks Rallying?
Posted By Jim Bianco | Featured, Newsclips

In the post-crisis era, markets advance on good news/data, but they also advance on the promise of easy money. While supply chain disruptions from the coronavirus are difficult to assess for the time being, the prospect of easy money from central banks around the world has propped up the markets.... Read More

February 10, 2020

Markets

Coronavirus … What Panic?
Posted By Jim Bianco | Newsclips

Using cable news coverage as a gauge of concern/interest, we find little panic over the coronavirus. This may suggest little financial market downside has been discounted.... Read More

February 7, 2020

Markets

Extreme and Popular Charts
COT Update

Highlights from the most recent CoT report... Read More

Markets

Updating the Fed’s Repo Operations
Posted By Greg Blaha | Charts of the Week

The Fed offered two term repo operations this week with a reduced size of $30 billion. Both operations were oversubscribed.... Read More

Markets

Talking Markets
Posted By Jim Bianco | Featured, Newsclips

On January 22, 2020, Jim sat down with Doubleline Co-CIO Jeff Sherman for his Sherman Show podcast. ... Read More

February 4, 2020

Markets

China, Virus, and Markets
Posted By Jim Bianco | Featured, Newsclips

Yesterday Jim joined The Final Round on Yahoo Finance to discuss the coronavirus's impact on the markets, both foreign and domestic.... Read More

January 31, 2020

Markets

Extreme and Popular Charts
COT Update

Highlights from the most recent CoT report... Read More

Markets

China and the Global Supply Chain
Posted By Jim Bianco | Featured, Newsclips

Many economists are hoping for the best and assuming any economic impact from the coronavirus will be minimal. Because of the exponential growth rate of these types of outbreaks, it is nearly impossible to asses the true economic impact until the growth rate begins to subside. Several metrics will bear watching in the coming days to gauge the potential economic fallout.... Read More

Markets

Updating the Fed’s Repo Support
Posted By Greg Blaha | Charts of the Week

This coming week, the Fed's term repo operations will be reduced from $35 billion to $30 billion. While this will slowly pull back the Fed's involvement in the repo market, their T-bill purchases will more than outpace lost repo support.... Read More

January 29, 2020

Markets

DoubleLine Round Table Prime
In the Media

On January 6, 2020, Jim participated in DoubleLine's inaugural Round Table Prime to discuss his outlook on the global economy, central bank policy and much more... Read More

January 28, 2020

Markets

Coronavirus Growth Rates and Market Reactions
Posted By Jim Bianco | Featured, Newsclips

The growth in coronavirus infections has continued along a geometric progression for the last 12 days. While not overlooking the human tragedy, the markets have the difficult task of pricing an event that has a small chance of being devastating to global growth, but a more likely outcome of being contained.... Read More

January 24, 2020

Markets

Extreme and Popular Charts
COT Update

Highlights from the most recent CoT report... Read More

January 23, 2020

Markets

Federal Reserve’s Repo Market Fix Is No Fix at All
Posted By Jim Bianco | Featured, Newsclips

Our latest Bloomberg column argues the Fed's response to the repo market's liquidity problems is not a long-term fix, but a simple tweak to the daily operations can help.... Read More

January 21, 2020

Markets

Is the Fed Conducting QE?
Posted By Jim Bianco | Featured, Newsclips

The Fed is uninverting the yield curve to change perceptions about an impending recession, adding liquidity to finance securities transactions, and signaling they are ready to make market difficulties go away. If the definition of QE is a policy that impacts financial markets, then this is indeed QE.... Read More

January 17, 2020

Markets

Extreme and Popular Charts
COT Update

Highlights from the most recent CoT report... Read More

Markets

A Review of Foreign Net Purchases of U.S. Securities
Posted By Greg Blaha | Charts of the Week

A look at foreign net sales and purchases of U.S. Treasuries, agencies, corporates and equities through November... Read More

January 16, 2020

Markets

Macro/Electronic Trading in Corporate Bonds
Posted By Jim Bianco | Featured, Newsclips

High yield bonds have begun to trade like an index as electronic and ETF trading become more prominent in the credit world. This is concerning as the high yield market is too idiosyncratic for this to be the case long-term.... Read More

January 14, 2020

Markets

The New Repo Problem…Too Much Supply?
Posted By Jim Bianco | Featured, Newsclips

The risk in the repo market is no longer a lack of liquidity. Rather, because the Fed's support system does not charge a penalty rate, banks have little incentive to pull back from the repo facility. This leaves the Fed with few clues as to when the system is properly funded, risking an oversupply of liquidity.... Read More

Bond Markets Have a Different Message Posted By Jim Bianco | Featured, Newsclips

Extreme and Popular Charts COT Update

Why Are Stocks Rallying? Posted By Jim Bianco | Featured, Newsclips

Coronavirus … What Panic? Posted By Jim Bianco | Newsclips

Extreme and Popular Charts COT Update

Updating the Fed’s Repo Operations Posted By Greg Blaha | Charts of the Week

Talking Markets Posted By Jim Bianco | Featured, Newsclips

China, Virus, and Markets Posted By Jim Bianco | Featured, Newsclips

Extreme and Popular Charts COT Update

China and the Global Supply Chain Posted By Jim Bianco | Featured, Newsclips

Updating the Fed’s Repo Support Posted By Greg Blaha | Charts of the Week

DoubleLine Round Table Prime In the Media

Coronavirus Growth Rates and Market Reactions Posted By Jim Bianco | Featured, Newsclips

Extreme and Popular Charts COT Update

Federal Reserve’s Repo Market Fix Is No Fix at All Posted By Jim Bianco | Featured, Newsclips

Is the Fed Conducting QE? Posted By Jim Bianco | Featured, Newsclips

Extreme and Popular Charts COT Update

A Review of Foreign Net Purchases of U.S. Securities Posted By Greg Blaha | Charts of the Week

Macro/Electronic Trading in Corporate Bonds Posted By Jim Bianco | Featured, Newsclips

The New Repo Problem…Too Much Supply? Posted By Jim Bianco | Featured, Newsclips

Bond Markets Have a Different Message
Posted By Jim Bianco | Featured, Newsclips

Extreme and Popular Charts
COT Update

Why Are Stocks Rallying?
Posted By Jim Bianco | Featured, Newsclips

Coronavirus … What Panic?
Posted By Jim Bianco | Newsclips

Extreme and Popular Charts
COT Update

Updating the Fed’s Repo Operations
Posted By Greg Blaha | Charts of the Week

Talking Markets
Posted By Jim Bianco | Featured, Newsclips

China, Virus, and Markets
Posted By Jim Bianco | Featured, Newsclips

Extreme and Popular Charts
COT Update

China and the Global Supply Chain
Posted By Jim Bianco | Featured, Newsclips

Updating the Fed’s Repo Support
Posted By Greg Blaha | Charts of the Week

DoubleLine Round Table Prime
In the Media

Coronavirus Growth Rates and Market Reactions
Posted By Jim Bianco | Featured, Newsclips

Extreme and Popular Charts
COT Update

Federal Reserve’s Repo Market Fix Is No Fix at All
Posted By Jim Bianco | Featured, Newsclips

Is the Fed Conducting QE?
Posted By Jim Bianco | Featured, Newsclips

Extreme and Popular Charts
COT Update

A Review of Foreign Net Purchases of U.S. Securities
Posted By Greg Blaha | Charts of the Week

Macro/Electronic Trading in Corporate Bonds
Posted By Jim Bianco | Featured, Newsclips

The New Repo Problem…Too Much Supply?
Posted By Jim Bianco | Featured, Newsclips