Where is the neutral funds rate? There are many ways to approximate this, but it is a number that cannot be known with certainty.... Read More
The percentage of houses that had to drop their initial listing price rose to almost 20% in January. Sellers remain optimistic with high listing prices, but actual sales prices have leveled off.... Read More
Volatility measures are moving higher in anticipation of major geopolitical and economic changes in the United States. It remains to be seen if markets will exhibit the level of realized volatility expected ahead. ... Read More
Jim Bianco is looking ahead to the State of the Union address, and says the market is missing increased European defense spending. He?s also waiting for payrolls data on Friday, particularly the revisions. He also discusses the potential of a U.S. Crypto Reserve, with some major words of warning.... Read More
The Commitment of Traders report gauges positioning changes among different types of market participants. ... Read More
The debt ceiling was reached on January 1. The Treasury has various techniques to keep the government funded until July/August before a technical default is possible.... Read More
Since election day, the equity rally has stalled as investors become accustomed to a new paradigm of political uncertainty. ... Read More
Confidence surveys are meant to provide a read on broad sentiment on markets and the economy. What do recent readings mean for investors?... Read More
The typical NATO defense spending calculus is changing fast. This impacts European economies in a way not considered just a few weeks ago. Markets are responding in kind.... Read More
The Commitment of Traders report is meant for investors to gauge positioning changes among different types of market participants. ... Read More
The Commitment of Traders report is meant for investors to gauge positioning changes among different types of market participants. ... Read More
The Trump administration appears to be borrowing Silicon Valley?s playbook in moving fast and breaking things. They desire a lower 10-year yield, which would likely require a lower dollar. The Mar-a-Lago Accord is a rumored proposal to radically restructure U.S.... Read More
Jim Bianco joins Fox Business to discuss ?The Mar-A-Lago Accords? with Charles Payne.... Read More
The Fed believes controlling inflation expectations is critical to returning to its 2% target. However, most measures of inflation expectations are becoming unanchored. If the Fed continues ignoring this, the bond market's reaction will worsen.... Read More
Jim Bianco joins Bloomberg Radio to discuss Sticky Inflation, Rate Cuts, the 4-5-6 Market, Active Management, Earnings & the K-Shaped Economy, Real Yields, Jobs Data, US Dollar with Tom Keene & Paul Sweeney.... Read More
What is the state of the labor market? We must first acknowledge Covid changed things. Remote work is still over one-quarter of the workforce and is not going away.... Read More
Vanguard turned up the heat on the fee war this week, slashing fees on 87 funds.... Read More
As pre-Covid data rolls off the five-year window, the long-term correlation between stocks and bonds is turning higher.... Read More