Tag Archives: Markets

July 23, 2019

Markets

The Biggest Issue for the Fed Next Week, Un-inverting the Yield Curve
Posted By Jim Bianco | Featured, Newsclips

The Fed should discuss why U.S. interest rates are the highest in the world and heed the message from the inverted curve. If they take too long to address this issue, they risk creating a recession.... Read More

July 19, 2019

Markets

Extreme and Popular Charts
COT Update

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

July 18, 2019

Markets

July 18 2019 Internal Conference Call
Internal Conference Calls

Our July 18, 2019 internal conference call. ... Read More

Markets

Is It Crazy for the Fed to Cut Rates?
Posted By Jim Bianco | Featured, Newsclips

Despite the disbelief by many that the Fed will cut rates at the end of the month, economic data and inflation expectations actually make it a reasonable idea.... Read More

July 17, 2019

Markets

Weekly Research Roundup
Charts of the Week

Our top posts from the last week. ... Read More

Markets

The BoJ’s Bad Idea That Might Be Copied
Posted By Jim Bianco | Featured, Newsclips

Yield curve control, as part of Japan's larger quantitative and qualitative monetary easing program, has not helped the Japanese economy or increased inflation. Along the way it has damaged their bond market, killed their banks and punished their savers. Naturally, the ECB and Fed are taking detailed notes to possibly implement something similar.... Read More

July 16, 2019

Markets

Concern over Trade Talks Has Abated in Recent Weeks
Posted By Jim Bianco | Featured, Newsclips

Foreign revenue-focused stocks are outperforming domestic revenue-focused stocks. While cable news interest in China/trade stories spiked after Trump's May 5 tweet, the vast majority of companies never mention it in their presentations.... Read More

Markets

Should the Fed Cut 50?
Posted By Jim Bianco | Newsclips

In our latest Bloomberg column, we make the case that the Fed should cut 50 basis points. More than likely, they will follow the market's orders and cut 25 basis points. This might not be enough.... Read More

July 12, 2019

Markets

Extreme and Popular Charts
COT Update

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

July 10, 2019

Markets

Jim Bianco On The Case for a 50 Basis Point Cut
In the Media

Jim Bianco Discusses the July Fed meeting on July 8, 2019. ... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Ryan Malo | Newsclips

Today's topics include Powell's testimony, the odds of a rate cut, earnings, the strong dollar, LIBOR, bank stress tests, high yield ETF flows, EU cuts growth forecasts and analyzing Fedspeak. ... Read More

July 9, 2019

Markets

Extreme and Popular Charts
COT Update

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

July 3, 2019

Markets

July 3 2019 Internal Conference Call
Internal Conference Calls

June 29, 2019

Markets

Weekly Digest – June 24, 2019 – June 28, 2019
Weekly Digest

Our top posts from the week of June 24, 2019. ... Read More

June 28, 2019

Markets

Extreme and Popular Charts
COT Update

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

June 26, 2019

Markets

How Does the Market View Tariffs and the Fed?
Posted By Jim Bianco | Featured, Newsclips

Many on Wall Street believe tariffs and the Fed are creating a great deal of uncertainty. In actuality, the markets do not appear overly concerned about tariffs for the time being. They do view the Fed as more significant, however.... Read More

Financial News

Quick Comments/What We’re Reading
Posted By Ryan Malo | Newsclips

Today's topics include Mnuchin's comments about a trade deal with China, China continues to buy U.S. crude oil despite tariffs, Powell insists the Fed is independent, the "new normal", Bullard considered for Fed board job, high yield issuance, Jamie Dimon talks student loans, bitcoin and other major cryptos jump, more on Libra and the ten most powerful hedge fund managers in 2019. ... Read More

June 21, 2019

Markets

Extreme and Popular Charts
COT Update

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

June 14, 2019

Markets

Extreme and Popular Charts
COT Update

Some of the more interesting charts from this week's CoT Update.... Read More

June 12, 2019

Markets

Funding Gaps at Public and Private Pensions
Posted By Greg Blaha | Charts of the Week

Private pension funds have much smaller funding gaps than their government counterparts.... Read More

The Biggest Issue for the Fed Next Week, Un-inverting the Yield Curve Posted By Jim Bianco | Featured, Newsclips

Is It Crazy for the Fed to Cut Rates? Posted By Jim Bianco | Featured, Newsclips

The BoJ’s Bad Idea That Might Be Copied Posted By Jim Bianco | Featured, Newsclips

Concern over Trade Talks Has Abated in Recent Weeks Posted By Jim Bianco | Featured, Newsclips

Should the Fed Cut 50? Posted By Jim Bianco | Newsclips

Quick Comments/What We’re Reading Posted By Ryan Malo | Newsclips

How Does the Market View Tariffs and the Fed? Posted By Jim Bianco | Featured, Newsclips

Quick Comments/What We’re Reading Posted By Ryan Malo | Newsclips

Funding Gaps at Public and Private Pensions Posted By Greg Blaha | Charts of the Week

The Biggest Issue for the Fed Next Week, Un-inverting the Yield Curve
Posted By Jim Bianco | Featured, Newsclips

Is It Crazy for the Fed to Cut Rates?
Posted By Jim Bianco | Featured, Newsclips

The BoJ’s Bad Idea That Might Be Copied
Posted By Jim Bianco | Featured, Newsclips

Concern over Trade Talks Has Abated in Recent Weeks
Posted By Jim Bianco | Featured, Newsclips

Should the Fed Cut 50?
Posted By Jim Bianco | Newsclips

Quick Comments/What We’re Reading
Posted By Ryan Malo | Newsclips

How Does the Market View Tariffs and the Fed?
Posted By Jim Bianco | Featured, Newsclips

Quick Comments/What We’re Reading
Posted By Ryan Malo | Newsclips

Funding Gaps at Public and Private Pensions
Posted By Greg Blaha | Charts of the Week