44% of U.S. households own an IRA. The difference in ownership between the highest and lowest income buckets is staggering.... Read More
A look at the holdings of government-only money market funds versus prime money market funds... Read More
The recovery in U.S. markets since Liberation Day has been quite impressive across many asset classes and strategies. How far have we come since nearing bear market territory?... Read More
Jim Bianco joins the Schwab Network to discuss Tariffs/Trade Deals, Fed Rate Cuts, the 4-5-6 Market with Nicole Petallides.... Read More
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors. ... Read More
Long-term yields are loosely tied to nominal GDP growth. Nominal means real growth plus inflation. Indeed, we find that long-term bond yields should and do approximate nominal GDP growth.... Read More
Jim Bianco joins Fox Business to discuss Wall Street's Rules, Tariffs & the Bond Market's Message with Charles Payne.... Read More
There is growing alarm about Treasury yields exceeding 5%. However, many market indicators do not suggest alarm and point to these levels as "normal."... Read More
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors. ... Read More
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors. ... Read More
Jim Bianco joins Fox Business to discuss this week's CPI/PPI Reports, Retail Sales Data & the Battle between Institutional and Retail Investors with Charles Payne.... Read More
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors. ... Read More
Jim Bianco joins Fox Business to discuss CEOs, Market Strategists & the Market's Outlook on Tariffs with Charles Payne.... Read More
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors. ... Read More
Actual, hard economic data is giving little cause for concern and risk markets are clawing their way higher. Soft survey data, on the other hand, is painting a more alarming picture of the future. This puts the Fed in a difficult situation. Join us Thursday as we discuss why the Fed needs to remained focused on their inflation mandate, even if it comes at the cost of a weaker economy.... Read More
Jim Bianco joins Fox Business to discuss the Impacts of Globalization, Earnings Season Results, Fed Rate Cuts/Hikes, Recession Odds with Charles Payne.... Read More
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors. ... Read More
Tariffs remitted to the Treasury General Account began to surge after Liberation Day.... 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
