Tag Archives: Markets
Updating the Stock Market’s Concentration
Posted By Greg Blaha
The market continues to rally on the backs of a select few stocks in the S&P 500.... Read More
Alternative Measures of the Housing Market
Posted By Greg Blaha
As sellers' leverage in the market dissipated and mortgage rates increased, many homeowners decided to stay put in their existing homes. New listings dropped markedly since June 2022.... Read More
Jim Bianco joins Bloomberg to discuss the Federal Reserve, Payrolls Report & Bond Market
Jim Bianco joins Bloomberg to discuss the Federal Reserve, Payrolls Report & Bond Market with Jonathan Ferro, Annmarie Hordern & Dani Burger.... Read More
Jim Bianco joins Schwab Network to explain why the Fed should not cut rates anymore
Jim Bianco joins Schwab Network to explain why the Fed should not cut rates anymore with Caroline Woods.... Read More
Jim Bianco: “We don’t need the Fed to be cutting interest rates in this environment”
Jim Bianco joins Bloomberg Radio to explain why the Fed does not need to cut interest rates with Tom Keene and Paul Sweeney.... Read More
The Fed Cannot Answer Why Bond Yields Are Rising
Posted By Jim Bianco
The Fed does not understand why long-term yields are rising. For now, it assumes the reason is unrelated to its policy. If they are wrong, more cuts will drive long-term yields higher and drag down the U.S. economy, potentially making matters worse.... Read More
Housing Remains Out of Reach for First-Time Homebuyers
Posted By Greg Blaha
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
Rising U.S. Government Interest Costs
Posted By Greg Blaha
For the last few decades the U.S. has been in a low interest rate environment where deficit spending would not cause major issues. A 40-year high in inflation and the higher rates that followed are stressing the country's finances.... Read More
Jim Bianco on the Post-Election Phase Shift, Adjusting Inflation Expectations & the Crypto Movement
Jim Bianco joins Fox Business to discuss the Post-Election Phase Shift, Adjusting Inflation Expectations & the Crypto Movement with Charles Payne.... Read More
Jim Bianco Discusses How the Election & Yesterday’s Fed Meeting Will Affect the Economy & US Markets
Jim Bianco joins Bloomberg to discuss how the Election & Yesterday?s Fed Meeting will affect the Economy & US Markets with Jonathan Ferro, Lisa Abramowicz & Annmarie Hordern.... Read More
Jim Bianco joins Fox Business to discuss Market Volatility, Election Proxies & Betting Markets
Jim Bianco joins Fox Business to discuss Market Volatility, Election Proxies & Betting Markets with Charles Payne.... Read More
Risk-On Rally Despite Valuations & November Risks
Posted By Alex Malitas
Risk assets have had a great 2024. Investors seem willing to add to risky bets despite several volatility events between now and year-end. ... Read More
Jim Bianco joins CNBC to discuss Rising Bond Yields Impact on the Market
Jim Bianco joins CNBC to discuss Rising Bond Yields & Fed Rate Cuts with Kelly Evans and Michael Kantrowitz.... Read More