Tag Archives: Markets
Markets
U.S. Rates Remain High Compared to Other Countries’ Rates
U.S. Rates Remain High Compared to Other Countries’ Rates
Posted By Greg Blaha
Long-term yields in the U.S. are higher than yields in 86% of the developed world.... Read More
Markets
Zuckerberg Now World’s Second Richest Person
Zuckerberg Now World’s Second Richest Person
Mark Zuckerberg recently overtook Jeff Bezos to become the second richest person in the world.... Read More
Markets
The Bond Debate
The Bond Debate
Posted By Jim Bianco
On Friday, Jim participated in a bond market debate with David Rosenberg, moderated by Bill Fleckenstein. They discussed the proper level for interest rates, among other topics.... Read More
Markets
Jim Bianco joins CNBC to discuss this morning’s Jobs Report, Fed Rate Cut Size & the Bond Market
Jim Bianco joins CNBC to discuss this morning’s Jobs Report, Fed Rate Cut Size & the Bond Market
Jim Bianco joins CNBC to discuss this morning's Jobs Report, Fed Rate Cut Size & the Bond Market with Rick Santelli.... Read More
Markets
The Percentage of Cost-Burdened Households on the Rise
The Percentage of Cost-Burdened Households on the Rise
Posted By Greg Blaha
The U.S. Department of Housing & Urban Development labels almost half of all renters as either "cost-burdened" or "severely cost-burdened" in paying for shelter.... Read More
Markets
FOMC Officials Feeling More Certain on Inflation
FOMC Officials Feeling More Certain on Inflation
Posted By Greg Blaha
The risks to inflation are becoming more balanced according to Fed officials. There is also less uncertainty surrounding officials' projections.... Read More
Markets
Alternative Measures of the Housing Market
Alternative Measures of the Housing Market
Posted By Greg Blaha
The number of homes being sold each month remains near the lowest level of the past 22 years.... Read More
Markets
Updating Valuations as the Fed Cuts Rates
Updating Valuations as the Fed Cuts Rates
Posted By Alex Malitas
As the Fed begins its rate-cutting cycle, we check in on stock market valuations.... Read More
Markets
Monthly Fund Flows – Shooting Down the Idea of “Dry Powder” in Money Markets
Monthly Fund Flows – Shooting Down the Idea of “Dry Powder” in Money Markets
Posted By Greg Blaha
Assets in money market funds recently rose to $6.4 trillion. Do not expect this cash to be deployed in risk assets anytime soon.... Read More
Markets
Bianco Research Conference Call Replay & Notes: Conflicting Market and Economic Signals
Bianco Research Conference Call Replay & Notes: Conflicting Market and Economic Signals
The Fed started cutting rates under the impression they have a clear vision of where the economy is and where it is going. Conflicting data makes the risk of a policy mistake high. Stimulating an economy that might not need it could create more inflation and upset the bond market.... Read More
Markets
What If Rates Return to Yield Curve Averages?
What If Rates Return to Yield Curve Averages?
Posted By Jim Bianco
If the Fed cuts rates near 3%, historical yield curve spreads imply a 2-year yield near 3.60%, its current level. 10-year yields would project near 4.60%, 80 basis points higher than their current level.... Read More
Markets
Jim Bianco joins the Schwab Network to explain why LEI are failing to predict the post-Covid economy
Jim Bianco joins the Schwab Network to explain why LEI are failing to predict the post-Covid economy
The Index of Leading Economic Indicators? failure to predict the post-Covid economy should be a reminder that this is no longer the pre-Covid economy. Assuming the economy ?normalizes? to the pre-Covid economy risks policy mistakes.... Read More
Markets
All Models Are Wrong, Some Are Useful
All Models Are Wrong, Some Are Useful
Posted By Jim Bianco
The Index of Leading Economic Indicators' failure to predict the post-Covid economy should be a reminder that this is no longer the pre-Covid economy. Assuming the economy "normalizes" to the pre-Covid economy risks policy mistakes.... Read More
Markets
Breaking Down Debt in the U.S.
Breaking Down Debt in the U.S.
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
Markets
Comparing the Value of Credit in the U.S. to GDP
Comparing the Value of Credit in the U.S. to GDP
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period.... Read More