Tag Archives: Markets
Markets
Talking Data: Reviewing the Three Big Stories of the Week
Talking Data: Reviewing the Three Big Stories of the Week
In the latest installment of Talking Data, Jim and Ben talk about the three big stories of the week... Read More
Markets
About Last Night … And Beyond
About Last Night … And Beyond
Posted By Jim Bianco
Once the votes made a divided government a high likelihood, the markets reacted by decreasing the odds of further fiscal stimulus. Bond yields fell and the stock market is up.... Read More
Markets
Comparing New Home Prices to Existing Home Prices
Comparing New Home Prices to Existing Home Prices
Posted By Greg Blaha
As existing home prices continue to trend higher, new home prices have stalled out over the last few years.... Read More
Markets
Existing Home Sales by Pricing Tier
Existing Home Sales by Pricing Tier
Posted By Greg Blaha
Over a third of all existing home sales occurred under the $250,000 price point in September.... Read More
Markets
Talking Data: The Election and Markets
Talking Data: The Election and Markets
Posted By Jim Bianco
In our latest installment of Talking Data, Jim and Ben dive into the election and its potential ramifications for financial markets.... Read More
Markets
COVID Spike Now Worrying Markets
COVID Spike Now Worrying Markets
Posted By Jim Bianco
COVID cases are spiking worldwide and governments are trying to lockdown, but populations are pushing back. Risk markets have taken note.... Read More
Markets
Earnings Update: Companies Beating Estimates at High Rate
Earnings Update: Companies Beating Estimates at High Rate
Posted By Alex Malitas
To-date, 131 S&P 500 companies (26%) have reported earnings. 86% beat estimates, well above the average quarterly beat rate since 2009 is 71%. The growth rate is -17.24%.... Read More
Markets
Europe’s COVID Counts Spiking Higher
Europe’s COVID Counts Spiking Higher
Posted By Jim Bianco
COVID cases are spiking again in Europe. Deaths are now following. Rising infection counts continue to matter for the global economy.... Read More
Markets
Infections Cases Spiking Again
Infections Cases Spiking Again
Posted By Jim Bianco
New daily cases in Western Europe are now twice as high as their spring peak and well above the peaks seen over the summer in the United States. When the virus initially spread in March, European cases led U.S. cases by four to six weeks.... Read More
Markets
There Are No Bad Bonds, Only Bad Prices
There Are No Bad Bonds, Only Bad Prices
Posted By Jim Bianco
There is an old saying on Wall Street that "there are no bad bonds, only bad prices." It seems Quarles is proudly announcing the Fed will hold Treasuries at "bad prices." What ends this? Inflation.... Read More
Markets
Will We See a “Red Mirage” Election Night?
Will We See a “Red Mirage” Election Night?
Posted By Jim Bianco
The "red mirage" is the idea that election night ends with Trump ahead with more than 270 electoral college votes. As mail-in ballots begin being counted, however, several key states may flip until Biden is declared the winner.... 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
Posted By Greg Blaha
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
Markets
Breaking Down Debt in the U.S.
Breaking Down Debt in the U.S.
Posted By Greg Blaha
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
Markets
Funding Gaps at Public and Private Pensions
Funding Gaps at Public and Private Pensions
Posted By Greg Blaha
Private pension funds have much smaller funding gaps than their government counterparts.... Read More
Markets
Defined Benefit Plans Continue to Shrink
Defined Benefit Plans Continue to Shrink
Posted By Greg Blaha
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More