Tag Archives: Markets
Markets
Killing Banks with Negative Rates
Killing Banks with Negative Rates
Posted By Jim Bianco
Negative rates have hurt European banks. The fear is ECB head Draghi/Lagarde will cut rates even deeper into negative territory and put these banks into further stress.... Read More
Markets
Stock Performance After an Inverted 2y/10y Curve
Stock Performance After an Inverted 2y/10y Curve
Posted By Greg Blaha
An inverted 2y/10y curve is not necessarily the immediate death knell for stocks.... Read More
Markets
Many Cities Still Struggling to Reach Pre-Crash Home Prices
Many Cities Still Struggling to Reach Pre-Crash Home Prices
Posted By Greg Blaha
Many cities across the U.S. have yet to regain their pre-crash levels in home prices.... Read More
Markets
Owner-Occupied vs. Renter-Occupied Homes
Owner-Occupied vs. Renter-Occupied Homes
Posted By Greg Blaha
The slump in home price appreciation has contributed in part to a rise in the number of renter-occupied homes. The number of owner-occupied homes has remained relatively stagnant since 2006.... Read More
Markets
Why Bonds Keep Rallying
Why Bonds Keep Rallying
Posted By Jim Bianco
The bond rally will continue as long as the Fed remains behind the eight ball in cutting rates and the curve remains inverted. At this point the Fed would need to cut 50 basis points to un-invert the 3m/10y curve.... Read More
Markets
Weekly Digest – August 5, 2019 – August 9, 2019
Weekly Digest – August 5, 2019 – August 9, 2019
Our top posts from the week of August 5, 2019. ... Read More
Markets
Long Rate Records
Long Rate Records
Posted By Jim Bianco
Plunging rates are creating unusual bond market records.... Read More
Markets
Comparing Stock & Bond Returns
Comparing Stock & Bond Returns
Posted By Greg Blaha
How have stock and bond returns compared over various time horizons?... Read More
Markets
Weekly Research Roundup
Weekly Research Roundup
Posted By Ryan Malo
Our top posts from the week of August 7, 2019.... Read More
Markets
The Markets’ Messages
The Markets’ Messages
Posted By Jim Bianco
We cannot find any economist or Fed official who is predicting five cuts over the next 12 months. The markets see a mistake unfolding and are screaming about it via the inverted curve. The economic and Fed communities continue to forecast a slower path of cuts.... Read More
Markets
Turnaround Tuesday?
Turnaround Tuesday?
Posted By Jim Bianco
What gets the Fed to cut 50 bps in September? A 7% to 10% correction gets the conversation going.... Read More
Markets
Weekly Digest – July 29, 2019 – August 2, 2019
Weekly Digest – July 29, 2019 – August 2, 2019
Earnings Update: Q2 2019 at the Halfway Point Now that roughly half of S&P 500 companies have reported, Q2 2019 earnings growth has bounced back to 0.17%. However, Q3 2019 and full-year estimates continue to fall. Who Are the... Read More
Markets
Total Return Review – A Look at Annualized Stock Returns
Total Return Review – A Look at Annualized Stock Returns
Posted By Ryan Malo
A look at total returns through July 2019... Read More
Markets
How Much Should the Fed Cut?
How Much Should the Fed Cut?
Posted By Jim Bianco
U.S. interest rates, particularly at the short end of the curve, are the highest in the developed world. We believe the markets see the inverted 3m/10y yield curve as a reason for the Fed to cut rates. If the desired outcome is an uninverted curve, the Fed should cut as much as is necessary to bring the short end of the curve markedly lower than the long end.... Read More
Markets
The Future of Bond Trading
The Future of Bond Trading
Posted By Jim Bianco
A proxy for the future of electronic and algorithmic trading is MarketAxess and Tradeweb. These stocks are booming like no other stocks in the financial sector. Will the entire bond market be reduced to a platform run off a phone app? These companies are trying.... Read More
Markets
Another BusinessWeek Contrarian Cover?
Another BusinessWeek Contrarian Cover?
Posted By Jim Bianco
Bloomberg BusinessWeek screams about low rates on their cover.... Read More