Tag Archives: Markets

October 6, 2023

Markets

Are Corporations Benefiting From Higher Interest Rates?
Posted By Jim Bianco | Charts of the Week

Non-financial corporations are getting a bigger benefit from higher interest income than the drag from higher interest expenses. Consequently, their financial position is improving. This may be why higher rates are not hurting the economy.... Read More

Markets

Personal Interest Expenses on the Rise
Posted By Greg Blaha | Charts of the Week

Personal interest expenses are eating up a larger portion of households' income.... Read More

Markets

Who Is Buying Treasuries at Auction?
Posted By Greg Blaha | Charts of the Week

In the last six auctions, dealers bought less than 15% of the 10-year notes offered, on average. In contrast, investment funds are now taking down almost 62% of the average auction.... Read More

October 4, 2023

Markets

Jim Bianco joins Fox Business to discuss Bond Inflows, MOVE Index, Dollar & Current Market Pullback
In the Media, Media Appearances

Jim Bianco joins Fox Business to discuss Bond Inflows, the MOVE Index, the Dollar & Current Market Pullback with Charles Payne.... Read More

Markets

Jim Bianco joins Fox Business to discuss Bond Inflows, MOVE Index, Dollar & Current Market Pullback
Media Appearances

Jim Bianco joins Fox Business to discuss Bond Inflows, the MOVE Index, the Dollar & Current Market Pullback with Charles Payne.... Read More

Markets

Jim Bianco discusses the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown
In the Media, Media Appearances

Jim Bianco joins Bloomberg to discuss the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown with Jonathan Ferro and Brian Levitt.... Read More

Markets

Jim Bianco discusses the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown
Media Appearances

Jim Bianco joins Bloomberg to discuss the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown with Jonathan Ferro and Brian Levitt.... Read More

Markets

Jim Bianco joins joins CNBC’s Fast Money to discuss the Bond & Stock Market, Inflation & Fed Policy
In the Media, Media Appearances

Jim Bianco joins joins CNBC?s Fast Money to discuss the Bond & Stock Market, Inflation & Fed Policy with Melissa Lee and the Fast Money Crew.... Read More

October 2, 2023

Markets

Jim Bianco joins Schwab Network to discuss his Q4 Outlook, Inflation/Growth Outlook, Fed Rate Hikes
In the Media, Media Appearances

Jim Bianco joins Schwab Network to discuss his Q4 Outlook, Inflation/Growth Outlook, Fed Rate Hikes with Renita Young.... Read More

September 29, 2023

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report. ... Read More

Markets

Money Market Funds’ Dominance in the Fed’s RRP
Posted By Greg Blaha | Charts of the Week

Over 96% of all money in the Fed's reverse repo facility belongs to money market funds. T-bills have become a competitive alternative, however.... Read More

Markets

Alternative Measures of the Housing Market
Posted By Greg Blaha | Charts of the Week

The median price of a house is the most basic measure of the housing market. The median sale price per square foot (red) was $226 in August, down from its April 2022 peak of $233.... Read More

Markets

Updating the Government’s Rising Interest Expenses
Posted By Greg Blaha | Charts of the Week

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

Migrant Flow in the United States
Posted By Jim Bianco | Charts of the Week

Some detail on immigration encounters in the U.S.... Read More

Markets

College Rankings Since 1983
Posted By Jim Bianco | Charts of the Week

U.S. News & World Report recently released its latest rankings of colleges across the U.S.... Read More

September 26, 2023

Markets

The Changing Labor/Management Relationship
Posted By Jim Bianco | Featured, Newsclips

The pandemic has swung the labor/management relationship in favor of labor. "Stickier" inflation and higher interest rates will result.... Read More

September 25, 2023

Markets

A Historical Perspective of R*
Posted By Jim Bianco | Featured, Newsclips

The 2009 to 2020 period might be the outlier for interest rates, not the norm. So, hoping R* will return to this outlier period when the inflation landscape has changed will prove to be misplaced.... Read More

September 22, 2023

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report. ... Read More

Markets

Jim Bianco joins Fox Business to discuss the Bond Market & Federal Reserve Policy with Charles Payne
In the Media, Media Appearances

Jim Bianco joins Fox Business to discuss the Bond Market & Federal Reserve Policy with Charles Payne.... Read More

Markets

Where Does the Bond Market Stand?
Bespoke Commentary

Recall that last year was the worst total return year for the bond market in history. Here is a chart back to 1801 to remind everyone how bad last year was. So naturally, global fund managers turned very bullish for... Read More

Are Corporations Benefiting From Higher Interest Rates? Posted By Jim Bianco | Charts of the Week

Personal Interest Expenses on the Rise Posted By Greg Blaha | Charts of the Week

Who Is Buying Treasuries at Auction? Posted By Greg Blaha | Charts of the Week

Jim Bianco joins Fox Business to discuss Bond Inflows, MOVE Index, Dollar & Current Market Pullback In the Media, Media Appearances

Jim Bianco joins Fox Business to discuss Bond Inflows, MOVE Index, Dollar & Current Market Pullback Media Appearances

Jim Bianco discusses the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown In the Media, Media Appearances

Jim Bianco discusses the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown Media Appearances

Jim Bianco joins joins CNBC’s Fast Money to discuss the Bond & Stock Market, Inflation & Fed Policy In the Media, Media Appearances

Jim Bianco joins Schwab Network to discuss his Q4 Outlook, Inflation/Growth Outlook, Fed Rate Hikes In the Media, Media Appearances

Extreme and Popular Charts COT Update

Money Market Funds’ Dominance in the Fed’s RRP Posted By Greg Blaha | Charts of the Week

Alternative Measures of the Housing Market Posted By Greg Blaha | Charts of the Week

Updating the Government’s Rising Interest Expenses Posted By Greg Blaha | Charts of the Week

Migrant Flow in the United States Posted By Jim Bianco | Charts of the Week

College Rankings Since 1983 Posted By Jim Bianco | Charts of the Week

The Changing Labor/Management Relationship Posted By Jim Bianco | Featured, Newsclips

A Historical Perspective of R* Posted By Jim Bianco | Featured, Newsclips

Extreme and Popular Charts COT Update

Jim Bianco joins Fox Business to discuss the Bond Market & Federal Reserve Policy with Charles Payne In the Media, Media Appearances

Where Does the Bond Market Stand? Bespoke Commentary

Are Corporations Benefiting From Higher Interest Rates?
Posted By Jim Bianco | Charts of the Week

Personal Interest Expenses on the Rise
Posted By Greg Blaha | Charts of the Week

Who Is Buying Treasuries at Auction?
Posted By Greg Blaha | Charts of the Week

Jim Bianco joins Fox Business to discuss Bond Inflows, MOVE Index, Dollar & Current Market Pullback
In the Media, Media Appearances

Jim Bianco joins Fox Business to discuss Bond Inflows, MOVE Index, Dollar & Current Market Pullback
Media Appearances

Jim Bianco discusses the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown
In the Media, Media Appearances

Jim Bianco discusses the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown
Media Appearances

Jim Bianco joins joins CNBC’s Fast Money to discuss the Bond & Stock Market, Inflation & Fed Policy
In the Media, Media Appearances

Jim Bianco joins Schwab Network to discuss his Q4 Outlook, Inflation/Growth Outlook, Fed Rate Hikes
In the Media, Media Appearances

Extreme and Popular Charts
COT Update

Money Market Funds’ Dominance in the Fed’s RRP
Posted By Greg Blaha | Charts of the Week

Alternative Measures of the Housing Market
Posted By Greg Blaha | Charts of the Week

Updating the Government’s Rising Interest Expenses
Posted By Greg Blaha | Charts of the Week

Migrant Flow in the United States
Posted By Jim Bianco | Charts of the Week

College Rankings Since 1983
Posted By Jim Bianco | Charts of the Week

The Changing Labor/Management Relationship
Posted By Jim Bianco | Featured, Newsclips

A Historical Perspective of R*
Posted By Jim Bianco | Featured, Newsclips

Extreme and Popular Charts
COT Update

Jim Bianco joins Fox Business to discuss the Bond Market & Federal Reserve Policy with Charles Payne
In the Media, Media Appearances

Where Does the Bond Market Stand?
Bespoke Commentary