Tag Archives: Markets
Markets
Jim Bianco joins Fox Business to discuss the Bond Market, No Landing & Optimism in the Market
Jim Bianco joins Fox Business to discuss the Bond Market, No Landing & Optimism in the Market
Jim Bianco joins Fox Business to discuss the Bond Market, the No Landing Scenario & Optimism in the Market with Charles Payne.... Read More
Markets
Jim Bianco joins Fox Business to discuss the Bond Market, No Landing & Optimism in the Market
Jim Bianco joins Fox Business to discuss the Bond Market, No Landing & Optimism in the Market
Jim Bianco joins Fox Business to discuss the Bond Market, the No Landing Scenario & Optimism in the Market with Charles Payne.... Read More
Markets
Household Debt Stands at $17.50 Trillion
Household Debt Stands at $17.50 Trillion
Household debt in the U.S. stood at $17.50 trillion in the fourth quarter.... Read More
Markets
Jim Bianco joins Fox Business to discuss Supercore Inflation, Consumer Spending & Gas Prices
Jim Bianco joins Fox Business to discuss Supercore Inflation, Consumer Spending & Gas Prices
Jim Bianco joins Fox Business to discuss Supercore Inflation, Consumer Spending & Gas Prices with Charles Payne.... Read More
Markets
Jim Bianco joins Fox Business to discuss Supercore Inflation, Consumer Spending & Gas Prices
Jim Bianco joins Fox Business to discuss Supercore Inflation, Consumer Spending & Gas Prices
Jim Bianco joins Fox Business to discuss Supercore Inflation, Consumer Spending & Gas Prices with Charles Payne.... Read More
Markets
Is “Last Mile” the New “Transitory?”
Is “Last Mile” the New “Transitory?”
Posted By Jim Bianco
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
Markets
Do Yields Still Matter to Stocks?
Do Yields Still Matter to Stocks?
Posted By Jim Bianco
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
Markets
Has Inflation’s “Last Mile” Already Been Walked? Conference Call Replay & Notes
Has Inflation’s “Last Mile” Already Been Walked? Conference Call Replay & Notes
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
Markets
Jim Bianco joins Fox Business to discuss the “No Landing” Outlook, Rate Cuts in 24, Food Inflation
Jim Bianco joins Fox Business to discuss the “No Landing” Outlook, Rate Cuts in 24, Food Inflation
Jim Bianco joins Fox Business to discuss the "No Landing" Outlook, Rate Cuts in 24, Food Inflation with Charles Payne.... Read More
Markets
Jim Bianco joins Fox Business to discuss the “No Landing” Outlook, Rate Cuts in 24, Food Inflation
Jim Bianco joins Fox Business to discuss the “No Landing” Outlook, Rate Cuts in 24, Food Inflation
Jim Bianco joins Fox Business to discuss the "No Landing" Outlook, Rate Cuts in 24, Food Inflation with Charles Payne.... Read More
Markets
Dividend Yields Can No Longer Compete With Treasuries
Dividend Yields Can No Longer Compete With Treasuries
Posted By Greg Blaha
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
Markets
The Euro Turns 25
The Euro Turns 25
Posted By Greg Blaha
The euro turned 25 on January 1. Where does it now stand in terms of a global currency?... Read More
Markets
The Government’s Rising Debt Burden
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
The Fed’s Footprint as QT Nears Its End
The Fed’s Footprint as QT Nears Its End
Posted By Greg Blaha
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?... Read More
Markets
Jim Bianco joins Bloomberg to discuss today’s FOMC Meeting, Bond Market Volatility & Inflation
Jim Bianco joins Bloomberg to discuss today’s FOMC Meeting, Bond Market Volatility & Inflation
Jim Bianco joins Bloomberg to discuss today?s the Ramifications of Record High Equities, today?s FOMC Meeting, Bond Market Volatility, the Bank of Japan & the Path of Inflation with Manus Cranny and Kate Moore.... Read More
Markets
Jim Bianco joins Bloomberg to discuss today’s FOMC Meeting, Bond Market Volatility & Inflation
Jim Bianco joins Bloomberg to discuss today’s FOMC Meeting, Bond Market Volatility & Inflation
Jim Bianco joins Bloomberg to discuss today?s the Ramifications of Record High Equities, today?s FOMC Meeting, Bond Market Volatility, the Bank of Japan & the Path of Inflation with Manus Cranny and Kate Moore.... Read More