Tag Archives: Markets
Markets
Jim Bianco joins Making Money with Charles Payne from MoneyShow’s 2024 Investment Masters Symposium
Jim Bianco joins Making Money with Charles Payne from MoneyShow’s 2024 Investment Masters Symposium
Jim Bianco discusses the Re-Thinking of Fed Cuts and the Path of Inflation, Geopolitical Concerns, the start of Earnings Season, Consumer Sentiment & Fed Speak with Charles Payne from MoneyShow's 2024 Investment Masters Symposium.... Read More
Markets
Jim Bianco joins the 2024 Hedgeye Investing Summit
Jim Bianco joins the 2024 Hedgeye Investing Summit
Jim Bianco joins the 2024 Hedgeye Investing Summit hosted by Hedgeye Founder Keith McCullough.... Read More
Markets
Jim Bianco joins Fox Business to discuss Why Interest Rates Matter, No Landing & Higher Bond Yields
Jim Bianco joins Fox Business to discuss Why Interest Rates Matter, No Landing & Higher Bond Yields
Jim Bianco joins Fox Business to discuss why interest rates matter, recent economic data supporting the "No Landing" scenario & the impact of higher bond yields on the stock market with Charles Payne.... Read More
Markets
Vanguard, America’s Largest Funds
Vanguard, America’s Largest Funds
Posted By Jim Bianco
Vanguard's biggest funds tracking the S&P 500 and Total Stock Market Index collectively have $2.65 trillion in assets under management, or just shy of 5% of U.S. stocks.... Read More
Markets
Liquidity Measures Worth Watching
Liquidity Measures Worth Watching
Posted By Greg Blaha
Several liquidity charts worth watching as the Fed's reverse repo facility continues to be drained... Read More
Markets
Jim Bianco joins Fox Business to discuss “No Landing,” Post-Lockdown Economy & the Neutral Rate
Jim Bianco joins Fox Business to discuss “No Landing,” Post-Lockdown Economy & the Neutral Rate
Jim Bianco joins Fox Business to discuss "No Landing," Post-Lockdown Economy & the Neutral Rate with Charles Payne.... Read More
Markets
Quick Comments/What We’re Reading
Quick Comments/What We’re Reading
Posted By Greg Blaha
Today's topics include economists are more hawkish than the Fed despite similar economic outlooks, persistent inflation, a new norm for spending?, renting vs. owning, breaking down household wealth gains, small caps vs. large caps, the yen, and more on AI's potential effect on productivity ... Read More
Markets
Quick Comments/What We’re Reading
Quick Comments/What We’re Reading
Posted By Greg Blaha
Today's topics include detailing the reasons the neutral rate may now be higher, Fed officials' thoughts on inflation, El-Erian's thoughts on inflation targeting, the rising pile of debt, comparing valuations in the U.S. & EU, gas prices expected to rise, stocks to continue rallying?, office rents living in fantasyland, and SWIFT building CBDC platform... Read More
Markets
Breaking Down Debt in the U.S.
Breaking Down Debt in the U.S.
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
Markets
Comparing the Value of Credit in the U.S. to GDP
Comparing the Value of Credit in the U.S. to GDP
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period.... Read More
Markets
Funding Gaps at Public and Private Pensions
Funding Gaps at Public and Private Pensions
Private pension funds typically have much smaller funding gaps than their government counterparts.... Read More
Markets
Defined Benefit Plans vs. IRAs
Defined Benefit Plans vs. IRAs
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
Markets
Comparing Real Estate to GDP and Stock Ownership
Comparing Real Estate to GDP and Stock Ownership
Over the past couple decades, households' real estate equity and direct stock ownership have moved in lockstep.... Read More
Markets
39% of FDIC Deposits Are Uninsured
39% of FDIC Deposits Are Uninsured
Roughly 39% of FDIC deposits in the U.S. are uninsured.... Read More
Markets
What Is Neutral?
What Is Neutral?
Posted By Jim Bianco
The Fed said the economy is improving and inflation is higher than expected, yet they still want to cut three times this year. Why? They think the federal funds rate is very restrictive. The market is reacting to potential rate cuts as "cheaper money coming" and launching into record territory. We fear this easy money will produce more inflation down the road.... Read More
Markets
Jim Bianco joins Fox Business to discuss today’s FOMC Meeting, No Landing & the Bond Market
Jim Bianco joins Fox Business to discuss today’s FOMC Meeting, No Landing & the Bond Market
Jim Bianco joins Fox Business to discuss today's FOMC Meeting, No Landing & the Bond Market with Charles Payne.... Read More