The market is pricing in a 60% chance of a July 31 cut, 87% in September, and 3.5 cuts over the next year. Chairman Powell speaks tomorrow. What would be the consequences of him pushing back against a cut?... Read More
A transcript of our May 30, 2019 conference call.... Read More
Some of the more interesting charts from this week's CoT Update.... Read More
Today's topics include what bond market may be trying to tell us, stock market valuation, how Trump will drag the Fed into the trade war, tariffs and "slowbalization", how robo-investors trade the trade war, currency traders have a good month and crude oil. ... Read More
Jim Bianco was on CNN on Monday evening discussing tariffs on May 15., 2019. ... Read More
A replay of our May 30, 2019 conference call. ... Read More
Join us for our conference call today at 9 AM CT. ... Read More
Some of the more interesting charts from this week's CoT Update.... Read More
Jim Bianco spoke about 10-year Treasury forecasts in a recent conference call.... Read More
Household debt in the U.S. grew to $13.67 trillion in the first quarter.... Read More
We have argued the markets will apply pressure on China and the U.S. in order to achieve a trade deal. So far, China appears to be taking the brunt of this pressure.... Read More
We discussed the FAANMG stocks in a recent conference call.... Read More
Some of the more interesting charts from this week's CoT Update... Read More
Two financial themes going in opposite directions... Read More
Negative term premium has been the norm for years.... Read More
One thing is sure, and that is a rally in the stock market won't result in a deal between the U.S. and China.... Read More