Markets
Extreme and Popular Charts
Extreme and Popular Charts
Interesting charts from our most recent CoT report. ... Read More
Tag Archives: Markets
Markets
Liquidity Measures Worth Watching
Liquidity Measures Worth Watching
Posted By Greg Blaha
Several liquidity charts worth watching as the Fed's reverse repo facility continues to be drained... Read More
Markets
Jim Bianco on Fox Business discussing the 2024 U.S. Election, U.S. Government Spending & Immigration
Jim Bianco on Fox Business discussing the 2024 U.S. Election, U.S. Government Spending & Immigration
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
Markets
Jim Bianco on Fox Business discussing the Yen & U.S. Bond Yields, Psychological Toll of Inflation
Jim Bianco on Fox Business discussing the Yen & U.S. Bond Yields, Psychological Toll of Inflation
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
Markets
This is as Good as Inflation is Going to Get
This is as Good as Inflation is Going to Get
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
Markets
Breaking Down Debt in the U.S.
Breaking Down Debt in the U.S.
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... 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
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
Markets
Funding Gaps at Public and Private Pensions
Funding Gaps at Public and Private Pensions
Private pension funds typically have much smaller funding gaps than their government counterparts.... Read More
Markets
Defined Benefit Plans vs. IRAs
Defined Benefit Plans vs. IRAs
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
Markets
Comparing Real Estate to GDP and Stock Ownership
Comparing Real Estate to GDP and Stock Ownership
Over the past couple decades, households' real estate equity and direct stock ownership have moved in lockstep.... Read More
Markets
39% of FDIC Deposits Are Uninsured
39% of FDIC Deposits Are Uninsured
Roughly 39% of FDIC deposits in the U.S. are uninsured.... Read More
Markets
The Post-Pandemic Economy Is Different!
The Post-Pandemic Economy Is Different!
Posted By Jim Bianco
When economies suffer through a recession, they change. Evidence suggests this is what happened to the U.S. economy in 2020. Now inflation is the dominant force. Should the Fed ignore this and cut rates, spurring more inflation, the consequences could be devastating.... Read More
Markets
Quick Comments/What We’re Reading
Quick Comments/What We’re Reading
Posted By Greg Blaha
Today's topics include stocks & liquidity, are you ready for another round of debt ceiling drama?, El-Erian argues timing of first cut matters as much as terminal rate, higher rates present opportunity for active equity, Fed communication, gold as a global reserve, the rental market & inflation, and momentum trading... Read More
Markets
What Drove Consumer Confidence Down?
What Drove Consumer Confidence Down?
Posted By Jim Bianco
Consumer confidence came in much worse than expected last week. Democrats have soured on the economy as election hopes falter. Since so much of economic data is opinion surveys, like consumer confidence, economists will look at this data and conclude the economy is worsening when these surveys are actually political opinions, not economic ones.... Read More
Markets
Characteristics of an Asset Bubble
Characteristics of an Asset Bubble
Posted By Alex Malitas
Many argue about the formation of bubbles and the subsequent popping of bubbles. The truth is they are an extension of human psychology rather than a fixture of financial markets. ... Read More
Markets
Profiling the Mutual Fund & ETF Universe
Profiling the Mutual Fund & ETF Universe
Posted By Greg Blaha
52% of households owning mutual funds make more than $100k per year.... Read More
Markets
The Divide Between Active and Passive Fund Fees
The Divide Between Active and Passive Fund Fees
Posted By Greg Blaha
Active equity mutual funds continue to charge more than 10x the fees of passive equity mutual funds.... Read More