Tag Archives: Markets
Markets
Jim Bianco discusses External Forces on the Economy, Rate Hikes/Cuts in 24, Impact of Interest Rates
Jim Bianco discusses External Forces on the Economy, Rate Hikes/Cuts in 24, Impact of Interest Rates
Jim Bianco discusses External Forces on the Economy, Rate Hikes/Cuts in 24, Impact of Interest Rates with Charles Payne on Fox Business.... Read More
Markets
Jim Bianco discusses External Forces on the Economy, Rate Hikes/Cuts in 24, Impact of Interest Rates
Jim Bianco discusses External Forces on the Economy, Rate Hikes/Cuts in 24, Impact of Interest Rates
Jim Bianco discusses External Forces on the Economy, Rate Hikes/Cuts in 24, Impact of Interest Rates with Charles Payne on Fox Business.... Read More
Markets
On Fed Credibility
On Fed Credibility
Posted By Jim Bianco
Thanks to three years of rising prices, inflation expectations are becoming unanchored while financial conditions are easing. The Fed should respond by threatening to hike rates. Will they?... Read More
Markets
How Accurate Is the Fed Funds Market?
How Accurate Is the Fed Funds Market?
Posted By Greg Blaha
Fed funds traders' accuracy on the outcome of an FOMC meeting increases as the meeting draws closer. They are less reliable when determining the outcome of meetings further out on the calendar.... Read More
Markets
No Change in Inflation Thinking
No Change in Inflation Thinking
Posted By Jim Bianco
The global upheaval of the past several years has prompted economists and Wall Street to question many longstanding economic beliefs. But one belief that has yet to change is that long-run inflation will deviate much from 2%.... Read More
Markets
Updating the Government’s Rising Debt Burden
Updating the Government’s Rising Debt Burden
Posted By Greg Blaha
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
Markets
Tax Receipts Cover 73% of Federal Spending
Tax Receipts Cover 73% of Federal Spending
Posted By Greg Blaha
Tax receipts only cover 73% of federal spending as net interest costs are projected to rise.... Read More
Markets
Apple and Google Account for Almost 20% of Buybacks
Apple and Google Account for Almost 20% of Buybacks
Posted By Alex Malitas
Buybacks offer companies a way to increase shareholder value without issuing a taxable dividend. Buybacks areoften dominated by the largestweighted companies in the index. ... Read More
Markets
Some popular charts updated…
Some popular charts updated…
What is the collective of US stocks less the Mag 7 doing this year? Underperforming cash for the second straight year.... Read More
Markets
Jim Bianco discussing Inflation Expectations, Interest Rates vs Earnings Reports & The Magnificent 7
Jim Bianco discussing Inflation Expectations, Interest Rates vs Earnings Reports & The Magnificent 7
Jim Bianco joins fox Business to discuss Inflation Expectations, Possible Future Rate Hikes, Interest Rates vs Earnings Reports & The Magnificent 7 with Charles Payne.... Read More
Markets
Jim Bianco discussing Inflation Expectations, Interest Rates vs Earnings Reports & The Magnificent 7
Jim Bianco discussing Inflation Expectations, Interest Rates vs Earnings Reports & The Magnificent 7
Jim Bianco joins fox Business to discuss Inflation Expectations, Possible Future Rate Hikes, Interest Rates vs Earnings Reports & The Magnificent 7 with Charles Payne.... Read More
Markets
Updating the Divergence Between HY Spreads & Lending Standards
Updating the Divergence Between HY Spreads & Lending Standards
Posted By Greg Blaha
Worsening loan conditions have yet to send high-yield spreads wider. It is worth noting the index contains higher quality bonds than in past crises.... Read More
Markets
An Update on Remote Work
An Update on Remote Work
Posted By Jim Bianco
Key card swipes, public transportation, and mobile phone usage all point to office usage settling in around 2.5 to 3 days a week in the office.... Read More
Markets
Alternative Measures of the Housing Market
Alternative Measures of the Housing Market
Posted By Greg Blaha
The number of homes sold each month has fallen considerably from the January 2021 high. In September, 405k homes were sold.... Read More
Markets
Short Squeeze or New Bond Rally?
Short Squeeze or New Bond Rally?
Posted By Jim Bianco
The recent rally in bonds looks like a short cover rally with little follow-through. The larger downtrend in prices, or uptrend in yields, is still intact.... Read More
Markets
Conference Call Replay & Notes – When Will Yields Peak?
Conference Call Replay & Notes – When Will Yields Peak?
Bond yields remain front and center for all financial markets. When will they peak? Listen below as Jim discusses the issues surrounding this vexing question.... Read More