Tag Archives: Markets

April 19, 2024

Markets

A Different Measure of Rental Inflation
Posted By Greg Blaha | Charts of the Week

The BLS samples both continuing and new tenants to create the subcomponent of CPI known as rent of primary residences. It also offers a lesser known measure of rent that only samples new tenants. The former is meant to capture rent inflation for the average consumer, but the latter offers a more current view on where rents are heading.... Read More

Markets

Checking in on the Fed’s “Deferred Assets”
Posted By Greg Blaha | Charts of the Week

The Fed's cumulative losses since September 7, 2022 now total roughly $164 billion.... Read More

April 16, 2024

Markets

Bonds’ Year-to-Date Performance
Posted By Jim Bianco | Featured, Newsclips

The bond market is again tracking historic year-to-date losses. The global fund manager started the year with a record bullish position and is experiencing much pain. Stocks have begun to notice.... Read More

April 12, 2024

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report. ... Read More

Markets

Jim Bianco joins Making Money with Charles Payne from MoneyShow’s 2024 Investment Masters Symposium
Bespoke Commentary

Jim Bianco discusses the Re-Thinking of Fed Cuts and the Path of Inflation, Geopolitical Concerns, the start of Earnings Season, Consumer Sentiment & Fed Speak with Charles Payne from MoneyShow's 2024 Investment Masters Symposium.... Read More

April 9, 2024

Markets

Jim Bianco joins the 2024 Hedgeye Investing Summit
Bespoke Commentary

Jim Bianco joins the 2024 Hedgeye Investing Summit hosted by Hedgeye Founder Keith McCullough.... Read More

April 5, 2024

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report. ... Read More

April 2, 2024

Markets

Jim Bianco joins Fox Business to discuss Why Interest Rates Matter, No Landing & Higher Bond Yields
Bespoke Commentary

Jim Bianco joins Fox Business to discuss why interest rates matter, recent economic data supporting the "No Landing" scenario & the impact of higher bond yields on the stock market with Charles Payne.... Read More

March 31, 2024

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report.... Read More

March 28, 2024

Markets

Vanguard, America’s Largest Funds
Posted By Jim Bianco | Charts of the Week

Vanguard's biggest funds tracking the S&P 500 and Total Stock Market Index collectively have $2.65 trillion in assets under management, or just shy of 5% of U.S. stocks.... Read More

Markets

Liquidity Measures Worth Watching
Posted By Greg Blaha | Charts of the Week

Several liquidity charts worth watching as the Fed's reverse repo facility continues to be drained... Read More

March 27, 2024

Markets

Jim Bianco joins Fox Business to discuss “No Landing,” Post-Lockdown Economy & the Neutral Rate
Bespoke Commentary

Jim Bianco joins Fox Business to discuss "No Landing," Post-Lockdown Economy & the Neutral Rate with Charles Payne.... Read More

Markets

Quick Comments/What We’re Reading
Posted By Greg Blaha | Newsclips

Today's topics include economists are more hawkish than the Fed despite similar economic outlooks, persistent inflation, a new norm for spending?, renting vs. owning, breaking down household wealth gains, small caps vs. large caps, the yen, and more on AI's potential effect on productivity ... Read More

March 26, 2024

Markets

Quick Comments/What We’re Reading
Posted By Greg Blaha | Featured, Newsclips

Today's topics include detailing the reasons the neutral rate may now be higher, Fed officials' thoughts on inflation, El-Erian's thoughts on inflation targeting, the rising pile of debt, comparing valuations in the U.S. & EU, gas prices expected to rise, stocks to continue rallying?, office rents living in fantasyland, and SWIFT building CBDC platform... Read More

March 22, 2024

Markets

Tag Archives: Markets

A Different Measure of Rental Inflation
Posted By Greg Blaha | Charts of the Week

Checking in on the Fed’s “Deferred Assets”
Posted By Greg Blaha | Charts of the Week

Bonds’ Year-to-Date Performance
Posted By Jim Bianco | Featured, Newsclips

Extreme and Popular Charts
COT Update

Jim Bianco joins Making Money with Charles Payne from MoneyShow’s 2024 Investment Masters Symposium
Bespoke Commentary

Jim Bianco joins the 2024 Hedgeye Investing Summit
Bespoke Commentary

Extreme and Popular Charts
COT Update

Jim Bianco joins Fox Business to discuss Why Interest Rates Matter, No Landing & Higher Bond Yields
Bespoke Commentary

Extreme and Popular Charts
COT Update

Vanguard, America’s Largest Funds
Posted By Jim Bianco | Charts of the Week

Liquidity Measures Worth Watching
Posted By Greg Blaha | Charts of the Week

Jim Bianco joins Fox Business to discuss “No Landing,” Post-Lockdown Economy & the Neutral Rate
Bespoke Commentary

Quick Comments/What We’re Reading
Posted By Greg Blaha | Newsclips

Quick Comments/What We’re Reading
Posted By Greg Blaha | Featured, Newsclips

Extreme and Popular Charts
COT Update

Breaking Down Debt in the U.S.
Charts of the Week

Comparing the Value of Credit in the U.S. to GDP
Charts of the Week

Funding Gaps at Public and Private Pensions
Charts of the Week

Defined Benefit Plans vs. IRAs
Charts of the Week

Comparing Real Estate to GDP and Stock Ownership
Charts of the Week

A Different Measure of Rental Inflation Posted By Greg Blaha | Charts of the Week

Checking in on the Fed’s “Deferred Assets” Posted By Greg Blaha | Charts of the Week

Bonds’ Year-to-Date Performance Posted By Jim Bianco | Featured, Newsclips

Vanguard, America’s Largest Funds Posted By Jim Bianco | Charts of the Week

Liquidity Measures Worth Watching Posted By Greg Blaha | Charts of the Week

Quick Comments/What We’re Reading Posted By Greg Blaha | Newsclips

Quick Comments/What We’re Reading Posted By Greg Blaha | Featured, Newsclips

A Different Measure of Rental Inflation
Posted By Greg Blaha | Charts of the Week

Checking in on the Fed’s “Deferred Assets”
Posted By Greg Blaha | Charts of the Week

Bonds’ Year-to-Date Performance
Posted By Jim Bianco | Featured, Newsclips

Vanguard, America’s Largest Funds
Posted By Jim Bianco | Charts of the Week

Liquidity Measures Worth Watching
Posted By Greg Blaha | Charts of the Week

Quick Comments/What We’re Reading
Posted By Greg Blaha | Newsclips

Quick Comments/What We’re Reading
Posted By Greg Blaha | Featured, Newsclips