Tag Archives: Markets
Extreme and Popular CoT Charts
Some of the more interesting charts from this week's CoT Update.... Read More
A Review of 10-Year Treasury Yield Forecasts
Jim Bianco spoke about 10-year Treasury forecasts in a recent conference call.... Read More
Household Debt Hits $13.67 Trillion
Posted By Greg Blaha
Household debt in the U.S. grew to $13.67 trillion in the first quarter.... Read More
More on China v U.S. Markets
Posted By Jim Bianco
We have argued the markets will apply pressure on China and the U.S. in order to achieve a trade deal. So far, China appears to be taking the brunt of this pressure.... Read More
Checking in on the FAANMG Stocks
We discussed the FAANMG stocks in a recent conference call.... Read More
Extreme and Popular CoT Charts
Some of the more interesting charts from this week's CoT Update... Read More
Two Financial Stocks Going in Opposite Directions
Posted By Jim Bianco
Two financial themes going in opposite directions... Read More
A Look at Term Premium
Posted By Jim Bianco
Negative term premium has been the norm for years.... Read More
Markets Will Dictate Timing of U.S.-China Trade Truce
One thing is sure, and that is a rally in the stock market won't result in a deal between the U.S. and China.... Read More
Quick Comments/What We’re Reading
Posted By Ryan Malo
Today's topics include the stock market correction, Bitcoin's latest bull market, Dudley argues for MMT, the Fed's inflation target, investor positioning, job growth in small businesses, the junk bond market and Monsanto ordered to pay $2 billion. ... Read More
Conference Call Transcript – What’s Next for Rates and Inflation?
A transcript of our May 9, 2019 conference call. ... Read More
Conference Call Today – What’s Next for Rates and Inflation?
Join us for our conference call on Thursday, May 9, 2019 at 9 AM CT. ... Read More
Quick Comments/What We’re Reading
Posted By Ryan Malo
Today's topics include the trade war, more on the Federal Reserve, corporate debt, Brainard speaks on the "Fed Listens" tour, the Fed's inflation problem, our low inflation world, cheap ETFs, the global stock sell-off, successful market timing, data and policy, Citadel strives to become a primary dealer, forecasting and factor investing, ... Read More
Weekly Digest – April 29, 2019 – May 3, 2019
Our top posts from the week of April 29, 2019. ... Read More