Tag Archives: Markets
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
What Is Neutral?
What Is Neutral?
Posted By Jim Bianco
The Fed said the economy is improving and inflation is higher than expected, yet they still want to cut three times this year. Why? They think the federal funds rate is very restrictive. The market is reacting to potential rate cuts as "cheaper money coming" and launching into record territory. We fear this easy money will produce more inflation down the road.... Read More
Markets
Jim Bianco joins Fox Business to discuss today’s FOMC Meeting, No Landing & the Bond Market
Jim Bianco joins Fox Business to discuss today’s FOMC Meeting, No Landing & the Bond Market
Jim Bianco joins Fox Business to discuss today's FOMC Meeting, No Landing & the Bond Market with Charles Payne.... Read More
Markets
The U.S. Stands Alone
The U.S. Stands Alone
Posted By Jim Bianco
Every recession or financial crisis changes an economy. The 2020 Covid shutdown/restart was no different. U.S. consumers abandoned savings for spending. The result is a "no-landing" economy and "sticky" inflation. This seems to be unique to the U.S.... Read More
Markets
Jim Bianco Conference Call Replay & Notes – “Are Financial Conditions Too Loose?”
Jim Bianco Conference Call Replay & Notes – “Are Financial Conditions Too Loose?”
Fed officials keep saying they will cut rates later this year, which has provided a positive boost to the financial markets and economy. But if the data never gives them the green light to actually follow through, financial markets will be disappointed. Interest rates still matter. ... Read More
Markets
Jim Bianco joins Fox Business to discuss Concentration/Sentiment in the Market, Crypto Energy Usage
Jim Bianco joins Fox Business to discuss Concentration/Sentiment in the Market, Crypto Energy Usage
Jim Bianco joins Fox Business to discuss Concentration/Sentiment in the Market, Crypto Energy Usage with Charles Payne.... Read More
Markets
How Far Can the “Big 4” Stocks Carry the Current Rally?
How Far Can the “Big 4” Stocks Carry the Current Rally?
Futures are lower ahead of this week?s inflation data. Jim Bianco discusses this, along with what Nvidia?s (NVDA) Friday reversal means for the overall market. He also talks about Nvidia, Meta (META), Amazon (AMZN), and Microsoft?s (MSFT) impact on the S&P 500. He then goes over how far the ?Big 4? stocks can carry the current rally.... Read More
Markets
Checking on Stock & Bond Sentiment
Checking on Stock & Bond Sentiment
Posted By Alex Malitas
Sentiment is an important measure to gauge how hot or cold a market is at any given time. While it doesn't necessarily predict future returns, it informs investors of consensus thinking.... Read More
Markets
Housing Out of Reach for Many First-Time Homeowners
Housing Out of Reach for Many First-Time Homeowners
Posted By Greg Blaha
Homebuyers enjoyed a relatively affordable market in the decade following the housing crash. The recent rise in prices and mortgage rates put homeownership out of reach for many prospective first-time buyers.... Read More
Markets
Alternative Measures of the Housing Market
Alternative Measures of the Housing Market
Posted By Greg Blaha
The number of homes sold each month remains depressed at a level rarely seen.... Read More
Markets
Jim Bianco joins Bloomberg to discuss Fed Policy, Stock Market Dynamics & the 2024 Election
Jim Bianco joins Bloomberg to discuss Fed Policy, Stock Market Dynamics & the 2024 Election
Jim Bianco joins Bloomberg to discuss Fed Policy, Stock Market Dynamics & the 2024 Election with Manus Cranny & Bob Elliott.... Read More
Markets
Jim Bianco joins CNBC to discuss No Landing, Inflation Bottoming, China, The Fed, & The Bond Market
Jim Bianco joins CNBC to discuss No Landing, Inflation Bottoming, China, The Fed, & The Bond Market
Jim Bianco joins CNBC to discuss No Landing, Inflation Bottoming, China, The Fed, & The Bond Market with Sara Eisen & Carl Quintanilla.... Read More