Historically the first trading day of the year is volatile for a range of assets.... Read More
As Omicron cases surge worldwide, several million lost workdays are piling up. This will lead to a slowing of production and the supply chain, but not a similar loss of demand. The result will be more upward pressure on inflation.... Read More
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. Both are now at new highs.... Read More
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
Private pension funds have much smaller funding gaps than their government counterparts.... Read More
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
A home may be the biggest purchase most people make in their lives, but households' home equity is actually surpassed by households' direct stock ownership.... Read More
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.... Read More
Over 46% of FDIC deposits in the U.S. are uninsured.... Read More
We believe the bond market is signaling a high likelihood that the Fed ends up breaking either the markets or the economy.... Read More
For the last 13 years, whenever the economy or markets got wobbly, the Fed would inject massive accommodation and a recovery would ensue. This was possible because inflation never materialized. That?s not the case now.... Read More
The replay of the Bianco Research December 16, 2021 conference call titled What Does The Fed Do Now? can be found here. Jim Bianco: This is a 3-day tick chart of the S&P 500. It has now completely reversed the Powell rally from... Read More
Case counts continue to rise and more economic restrictions are being put in place.... Read More
The replay of the Bianco Research December 16, 2021 conference call titled What Does The Fed Do Now? can be found here. Jim Bianco joins Fox Business to discuss Inflation, the Omicron Variant & Congress Stock Trading Jim Bianco: Another... Read More
Bianco Research Conference Call: What Does The Fed Do Now? Thursday, December 16, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference... Read More
The majority of fund managers still believe inflation is transitory. Consequently, they expect fewer rate hikes than the market is pricing. The Fed can reconcile these positions today.... Read More
Bianco Research Conference Call: What Does The Fed Do Now? Thursday, December 16, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client... Read More
COVID cases are expected to spike in parts of the world, which usually means restrictions are around the corner. This risks impairing the global supply chain even more, pushing supply and demand further out of whack, and fostering inflation.... Read More