Retirement assets rose by $2 trillion in Q3 2024. ... Read More
The number of homes sold each month has fallen considerably from the January 2021 high. Over the past few months, however, a bit of an uptrend has formed.... Read More
Inflation expectations are rising according to both market measures and public surveys.... Read More
For the last few decades the U.S. has been in a low interest rate environment where deficit spending would not cause major issues. A 40-year high in inflation and the higher rates that followed are stressing the country's finances.... Read More
Equity prices are fully valued, suggesting low future returns. The Fed is cutting rates, yet long-term yields are rising along with inflation fears. The economy remains strong. Given all this, where do bonds fit in a portfolio? Is the 60/40 as we know it dead? ... Read More
Jim Bianco joins Fox Business to discuss the K-Shaped Economy, Stubborn Sticky Inflation & Tariffs with Charles Payne.... Read More
Is the rise in term premium a worrisome risk warning or a return to norms seen pre-QE?... Read More
SOFR rose above the top end of the Fed's target range for the second quarter-end in a row. Usage of the Fed's Standing Repo Facility remains low, however.... Read More
The beginning of the year is a good time to look at seasonality, both returns and volatility.... Read More
TLT's flows suggest bond traders are abandoning the long end of the yield curve. This is consistent with the idea that Fed cuts are raising inflation expectations.... 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