Every recession or financial crisis changes an economy. The 2020 Covid shutdown/restart was no different. U.S. consumers abandoned savings for spending. The result is a "no-landing" economy and "sticky" inflation. This seems to be unique to the U.S.... Read More
Fed officials keep saying they will cut rates later this year, which has provided a positive boost to the financial markets and economy. But if the data never gives them the green light to actually follow through, financial markets will be disappointed. Interest rates still matter. ... Read More
Jim Bianco joins Fox Business to discuss Concentration/Sentiment in the Market, Crypto Energy Usage with Charles Payne.... Read More
Futures are lower ahead of this week?s inflation data. Jim Bianco discusses this, along with what Nvidia?s (NVDA) Friday reversal means for the overall market. He also talks about Nvidia, Meta (META), Amazon (AMZN), and Microsoft?s (MSFT) impact on the S&P 500. He then goes over how far the ?Big 4? stocks can carry the current rally.... Read More
Sentiment is an important measure to gauge how hot or cold a market is at any given time. While it doesn't necessarily predict future returns, it informs investors of consensus thinking.... 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
The number of homes sold each month remains depressed at a level rarely seen.... Read More
Jim Bianco joins Bloomberg to discuss Fed Policy, Stock Market Dynamics & the 2024 Election with Manus Cranny & Bob Elliott.... Read More
Jim Bianco joins CNBC to discuss No Landing, Inflation Bottoming, China, The Fed, & The Bond Market with Sara Eisen & Carl Quintanilla.... Read More
Jim Bianco joins Bloomberg to discuss Rate Cuts, Inflation Bottoming & Savings/Consumer Spending with Tom Keene & Damian Sassower.... Read More
Jim Bianco joins CNBC to discuss No Landing, Inflation Bottoming, China, The Fed, & The Bond Market with Sara Eisen & Carl Quintanilla.... Read More
Jim Bianco joins Bloomberg to discuss Rate Cuts, Inflation Bottoming & Savings/Consumer Spending with Tom Keene & Damian Sassower.... Read More
The stock market's year-to-date gains are more concentrated than just about any historical period. Wall Street is desperately looking for money to keep the rally going, but sources of liquidity are drying up.... Read More
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
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