Bullish option trading strategies accelerated significantly as the rotation to small caps took hold.... Read More
A record high percentage of home sellers had to drop their listing price in June. Other measures suggest the housing market is a bit of a mixed bag currently.... Read More
Jim Bianco joined Bloomberg & Fox Business to discuss the Election Betting Markets, the Trump/Powell Trade & the Rotation into Small Caps with Jonathan Ferro, Lisa Abramowicz & Annmarie Hordern of Bloomberg, along with Charles Payne of Fox Business.... Read More
The most interesting question going into next week is whether the U.S. economy is picking up.... Read More
Mixed economic data continues whipsawing the markets with payrolls coming in stronger than expected and inflation coming in lower than expected. Meanwhile, a crazy election cycle has yet to move the markets in any meaningful way.... Read More
Jim Bianco joins Bloomberg Radio to discuss why the Fed shouldn?t be cutting rates soon, higher neutral rates, the rotation to small caps, the election year effects on the Fed and the stock market, and why stocks are taking cues from interest rates with Tom Keene & Paul Sweeney.... Read More
Jim Bianco joins Fox Business to discuss Election Betting Odds, Wall Street Adjustments due to the Election & Bitcoin/Crypto Markets Response with Charles Payne.... Read More
Jim Bianco joins Bloomberg to discuss the market impact of the attempted Trump assassination, the Election & the Economy.... Read More
There should be zero rate cuts this year, says Jim Bianco. However, he suspects the Fed will probably cut rates in September. He also gives his take on what to expect from markets next week.... Read More
Interesting charts from our most recent CoT report. ... Read More
Several liquidity charts worth watching as the Fed's reverse repo facility continues to be drained... Read More
Jim Bianco joins Fox Business to discuss the 2024 U.S. Presidential Election & Betting Markets, U.S. Government Spending & Immigration with Charles Payne.... Read More
Jim Bianco joins Fox Business to discuss the relationship between Japanese Yen Intervention & U.S. Bond Yields, along with the Psychological Toll of Inflation with Charles Payne.... Read More
Jim Bianco discusses this saying that PCE data shouldn?t move the market too much. He talks about how he would pay attention to the University of Michigan Inflation Expectation which will be on Friday as well. He goes over next steps for the Fed, highlighting that this is as good as inflation is going to get. Finally, he looks at how the consumer has been a big driver of this economy.... Read More
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... 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.... Read More
Private pension funds typically 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