Jim Bianco joins Fox Business to discuss Bond Market Volatility, No Landing & the Election with Charles Payne.... Read More
The election is less than three weeks away. One would be hard-pressed to identify a ?Trump Trade? or a ?Harris Trade.? So, does the outcome matter? Will it change Fed policy?... Read More
Long-term yields in the U.S. are higher than yields in 86% of the developed world.... Read More
Mark Zuckerberg recently overtook Jeff Bezos to become the second richest person in the world.... Read More
On Friday, Jim participated in a bond market debate with David Rosenberg, moderated by Bill Fleckenstein. They discussed the proper level for interest rates, among other topics.... Read More
Jim Bianco joins CNBC to discuss this morning's Jobs Report, Fed Rate Cut Size & the Bond Market with Rick Santelli.... Read More
The U.S. Department of Housing & Urban Development labels almost half of all renters as either "cost-burdened" or "severely cost-burdened" in paying for shelter.... Read More
The risks to inflation are becoming more balanced according to Fed officials. There is also less uncertainty surrounding officials' projections.... Read More
The number of homes being sold each month remains near the lowest level of the past 22 years.... Read More
As the Fed begins its rate-cutting cycle, we check in on stock market valuations.... Read More
Assets in money market funds recently rose to $6.4 trillion. Do not expect this cash to be deployed in risk assets anytime soon.... Read More
The Fed started cutting rates under the impression they have a clear vision of where the economy is and where it is going. Conflicting data makes the risk of a policy mistake high. Stimulating an economy that might not need it could create more inflation and upset the bond market.... Read More
If the Fed cuts rates near 3%, historical yield curve spreads imply a 2-year yield near 3.60%, its current level. 10-year yields would project near 4.60%, 80 basis points higher than their current level.... Read More
The Index of Leading Economic Indicators? failure to predict the post-Covid economy should be a reminder that this is no longer the pre-Covid economy. Assuming the economy ?normalizes? to the pre-Covid economy risks policy mistakes.... Read More
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
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