Jim Bianco joins Bloomberg Radio to explain why the Fed does not need to cut interest rates with Tom Keene and Paul Sweeney.... Read More
The Fed does not understand why long-term yields are rising. For now, it assumes the reason is unrelated to its policy. If they are wrong, more cuts will drive long-term yields higher and drag down the U.S. economy, potentially making matters worse.... Read More
Our CoT interactive report allows users to change parameters, markets, dates, and measures. We believe it to be the most comprehensive interactive report on this data available anywhere.... Read More
Homebuyers enjoyed a relatively affordable market in the decade following the housing crash. The recent rise in prices and mortgage rates put homeownership out of reach for many prospective first-time buyers.... 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
Jim Bianco joins Fox Business to discuss the Post-Election Phase Shift, Adjusting Inflation Expectations & the Crypto Movement with Charles Payne.... Read More
Jim Bianco joins Bloomberg to discuss how the Election & Yesterday?s Fed Meeting will affect the Economy & US Markets with Jonathan Ferro, Lisa Abramowicz & Annmarie Hordern.... Read More
Jim Bianco joins Fox Business to discuss Market Volatility, Election Proxies & Betting Markets with Charles Payne.... Read More
Risk assets have had a great 2024. Investors seem willing to add to risky bets despite several volatility events between now and year-end. ... Read More
Jim Bianco joins CNBC to discuss Rising Bond Yields & Fed Rate Cuts with Kelly Evans and Michael Kantrowitz.... Read More
The betting markets and polls paint the picture of an election that is too close to call.... Read More
The S&P 500 has rallied nearly 20% in 2024 yet bullish options positions initiated plummeted in September and volume has remained at these low levels since.... Read More
Assets in money market funds recently rose to $6.4 trillion. Do not expect this cash to be deployed in risk assets anytime soon.... Read More
Jim Bianco joins Bloomberg to discuss the Election, Bond Market Volatility & the Federal Reserve with Jonathan Ferro & Annmarie Hordern.... Read More
10-year yields have risen almost 60 basis points since the Fed started cutting rates, more than any other period after a first rate cut since at least 1989.... Read More
As sellers' leverage in the market dissipated and mortgage rates increased, many homeowners decided to stay put in their existing homes. New listings dropped markedly since June 2022.... Read More