Markets
Talking Markets
Talking Markets
Jim recently appeared on Cheddar TV to discuss a wide range of market-related topics.... Read More
Tag Archives: Markets
Markets
Extreme and Popular Charts
Extreme and Popular Charts
Posted By Greg Blaha
Highlights from the most recent CoT report... Read More
Markets
The Stock Rotation That Might Be Saving the Active Managers’ Year
The Stock Rotation That Might Be Saving the Active Managers’ Year
Posted By Jim Bianco
When markets make jarring moves, like the rotation away from momentum stocks or to value from growth, the instinct is to ask who was hurt. But in this case, it is likely saving many active value managers' years.... Read More
Markets
Detailing Relative Rates
Detailing Relative Rates
Posted By Jim Bianco
Both the yield curve and the relative position of U.S. interest rates to those across the world are pointing to economic stress ahead.... Read More
Markets
Extreme and Popular Charts
Extreme and Popular Charts
Posted By Greg Blaha
Highlights from the most recent CoT report... Read More
Markets
Explaining the Perils of Negative-Yielding Bonds
Explaining the Perils of Negative-Yielding Bonds
Posted By Jim Bianco
Jim was on Bloomberg TV discussing negative interest rates.... Read More
Markets
Checking in on Seasonal Trends
Checking in on Seasonal Trends
Posted By Greg Blaha
We have always warned against placing too much emphasis on seasonal adages such as, "Sell in May and go away." However, the month of September tends to be a quirky month for many assets on a seasonal basis and is worth examination.... Read More
Markets
Who Is Buying Bonds?
Who Is Buying Bonds?
Posted By Jim Bianco
We don't see the flood of foreign money that Boston Fed President Eric Rosengren cites.... Read More
Markets
Negative Rates Threaten the Financial System
Negative Rates Threaten the Financial System
Posted By Jim Bianco
As long as the ECB drives its rates deeper into negative territory, it forces U.S. rates lower. ... Read More
Markets
Extreme and Popular Charts
Extreme and Popular Charts
Posted By Greg Blaha
Highlights from the most recent CoT report... Read More
Markets
Our Outlook
Our Outlook
Posted By Jim Bianco
Detailing our current thoughts on the markets and economy... Read More
Markets
The Fed Stands Alone
The Fed Stands Alone
Posted By Jim Bianco
For the first time ever, the fed funds rate is the highest rate in the developed world. The Fed has some explaining to do.... Read More
Markets
Where Does a 50 Basis Point Cut Kick In?
Where Does a 50 Basis Point Cut Kick In?
Posted By Jim Bianco
Based on recent moves in S&P futures and fed funds futures, we assess how far stocks might need to fall before fed funds begin pricing in a 50 basis point cut at the September meeting.... Read More
Markets
The Case for Long Bonds
The Case for Long Bonds
Posted By Jim Bianco
Jim was on Bloomberg yesterday making the case for a continued rally in long bonds. ... Read More
Markets
Conference Call Transcript – Negative Rates Pose Problems for the Financial System
Conference Call Transcript – Negative Rates Pose Problems for the Financial System
A transcript of our August 22, 2019 conference call. ... Read More
Markets
Conference Call Today – Negative Rates Pose Problems for the Financial System
Conference Call Today – Negative Rates Pose Problems for the Financial System
Join us today at 9 AM CT for our conference call. ... Read More
Markets
Talking Jackson Hole
Talking Jackson Hole
Posted By Jim Bianco
Jay Powell's Jackson Hole speech this Friday has the potential to be a game-changer for the markets.... Read More
Markets
Weekly Digest – August 12, 2019 – August 16, 2019
Weekly Digest – August 12, 2019 – August 16, 2019
Our top posts from the week of August 12, 2019. ... Read More
