Jim Bianco joins Fox Business to discuss the Current Disconnect in the Economy, Wall Street's Growing Contrarian Sentiment & Some Concerns with the Bitcoin ETFs with Charles Payne.... Read More
Over the last generation, lower tax and interest rates were a big tailwind for the stock market. These appear to be ending. For stocks to continue on their trend of the last 30 years, they would have to trade at all-time high valuations. This won't be easy to achieve.... Read More
Several liquidity charts worth watching as the Fed's reverse repo facility continues to be drained... Read More
Jim Bianco joins Fox Business to discuss the Bond Market, the No Landing Scenario & Optimism in the Market with Charles Payne.... Read More
Jim Bianco joins Fox Business to discuss the Bond Market, the No Landing Scenario & Optimism in the Market with Charles Payne.... Read More
Household debt in the U.S. stood at $17.50 trillion in the fourth quarter.... Read More
Jim Bianco joins Fox Business to discuss Supercore Inflation, Consumer Spending & Gas Prices with Charles Payne.... Read More
Jim Bianco joins Fox Business to discuss Supercore Inflation, Consumer Spending & Gas Prices with Charles Payne.... Read More
Wall Street starts with the conclusion that we are in the "last mile" of the battle against inflation and the economy is "normalizing" to its pre-pandemic rules. They are missing the signs that year-over-year headline CPI may not get below 3% in the next several months and the hopes of many rate cuts could be dashed.... Read More
High yields provide the primary competition to expected returns for stocks. Even though rate cut expectations are being removed from market pricing, yields have held their recent range. Stocks will keep going up until this range is broken.... Read More
Coming into 2024, many economists expected a soft landing with inflation completing its ?last mile? in a return to 2%. This forecast has been undermined by strong Q4 GDP, a blowout January payrolls release, and record highs in stocks.... Read More
Jim Bianco joins Fox Business to discuss the "No Landing" Outlook, Rate Cuts in 24, Food Inflation with Charles Payne.... Read More
Jim Bianco joins Fox Business to discuss the "No Landing" Outlook, Rate Cuts in 24, Food Inflation with Charles Payne.... Read More
Through much of the QE era, dividend yields outpaced T-bill yields. This has not been true over the last year and a half, however.... Read More
The euro turned 25 on January 1. Where does it now stand in terms of a global currency?... Read More
For the last few decades we have been in a low interest rate environment where deficit spending would not cause major issues. However, a 40-year high in inflation prompted the Fed to tighten monetary policy at a fast pace. Higher rates mean the cost of servicing U.S. debt will follow higher.... Read More