Recently there has been a bit of a rotation back to growth stocks, retail favorites, small options trading, tech stocks, and even meme stocks.... Read More
Markets are not factoring in a rise in Covid cases due to a variant. This could be a problem should case counts continue to rise.... Read More
Jim Bianco was on Bloomberg TV this morning talking about inflation, credit, and the G-7. Forbes: Demand-Driven Price Hikes Are Underway John Mauldin – James Bianco, president of Bianco Research, thinks most of the near-term inflation he foresees will be... Read More
Jim Bianco: RRP Counterparties As you already know, volume at the Fed’s RRP exploded recently, going from zero on March 16 to $502.9 billion today. What’s more interesting about today is that there was a large increase in the number... Read More
Jim Bianco: Deutsche Bank out with this siren that inflation is not just the biggest story of the year, but the biggest story of the decade! DB – Inflation – The defining macro story of this decade They fear it... Read More
Jim Bianco: Like I?ve often said, the conventional wisdom on Wall Street (seldom correct) is rates only rise for one reason, strong real growth. So break out into a chorus of ?god bless America ? when they do. The shock... Read More
Yellen frames higher rates as a positive that would point to a growing economy. This could also mean higher inflation, however.... Read More
Jim Bianco joins Fox Business?s Charles Payne to discuss Crypto, Inflation and the Payroll Report Ben Breitholtz: Twitter: Dario Perkins @darioperkins Think there are 2 inflation stories. One is about reopening & covid (definitely transitory). The other is about longer term... Read More
Welcome to the latest edition of Talking Data. Today Jim and Ben will discuss the payroll report, what it means for inflation and the outlook for yields. · What did the payroll report tell us? · What does this mean for... Read More
57% of households owning mutual funds make more than $100k per year.... Read More
Active equity funds continue to charge 10x the fees of passive equity funds.... Read More
Over a third 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
Financial Times: ?Kind of crazy?: how the booming US used car market is driving inflation James Politi and Colby Smith – Last month it took Carey Cherner, a 36-year-old used car dealer in Kensington, Maryland, less than 12 hours to... Read More
Welcome to the latest edition of Talking Data. Today Jim will answer the question, ?what is the most important crypto?? Is it stablecoins? · Size and Volume · How Are Prices Pegged? · The Importance of Stablecoins Read More: Stablecoins... Read More
Inflation remains the story of 2021. Is it transitory? Central bankers are not in agreement. We side with those who think inflation is more than transitory.... Read More
Jim Bianco: Bloomberg: U.S. Corporate Bond Spreads Hit 14-Year Low as Economy Resurges Alex Wittenberg – U.S. high-grade bond spreads fell to a 14-year low Friday as investors temper their inflation projections and grow bullish on a reopening economy. This... Read More
The correlation between stock prices and bond yields is turning negative again, pointing to a market worried about inflation.... Read More