Timestamps:
0:00 Inflation & the Fed
0:40 PCE is Higher than CPI
1:37 Geopolitics & Bond Yields
2:48 Credit Stress
3:33 Private Credit & Equity Funds
4:56 Gating as a Feature
If you want the Fed to cut rates, things just got a lot more complicated.
Bespoke Commentary — March 4, 2026
Bloomberg
Jim Bianco joins Bloomberg to discuss Inflation and the Fed, Geopolitics and Bond Yields, Credit Stress, Private Funds and Gating with Jonathan Ferro & Lisa Abramowicz.