Newsclips
The Odds of a Hike Go Round and Round
October 15, 2026
Commentary & analysis of selected stories on October 15, 2026
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October FOMC Meeting Back in Play
October 14, 2026
Commentary & analysis of selected stories on October 14, 2026
Media & Communications
Is 3% the New 2%? The Fed’s K-Shaped Economy Dilemma
October 14, 2026
Jim Bianco argues that inflation is structurally stuck around 3% and cannot drop back to the Fed's 2% target without an economic collapse, driven by persistent services inflation and policy choices like tariffs and deglobalization ending cheap goods deflation.
Newsclips
Dealing With Inflation
October 13, 2026
Commentary & analysis of selected stories on October 13, 2026
Focused Research
Two Stock Markets
October 12, 2026
Just 41 AI-related companies represent nearly half the S&P 500’s market capitalization and roughly two-thirds of its gains in market value this year. Owning hundreds of stocks may not spread your exposure as widely as you think.
Newsclips
The K-Shaped Economy
October 12, 2026
Commentary & analysis of selected stories on October 12, 2026
Newsclips
Are Bonds a Time Bomb? No
October 9, 2026
Commentary & analysis of selected stories on October 9, 2026
Media & Communications
Are 5% Yields Here to Stay?
October 8, 2026
Jim explains that after six years of being bearish, he has turned bullish on bonds because yields at or above 5% finally represent fair value for an economy running at 3% inflation and 2% real growth.
Newsclips
Bond Bullishness
October 8, 2026
Commentary & analysis of selected stories on October 8, 2026
Newsclips
Expansions Are Longer These Days
October 7, 2026
Commentary & analysis of selected stories on October 7, 2026
Media & Communications
The Bond Market’s Revolt: Why Long Yields Keep Rising as the Fed Cuts
October 6, 2026
Jim Bianco joins Keith McCullough on the disconnect between Fed policy and the long end of the curve.
Newsclips
Coupons Cushion Potential Bond Losses
October 6, 2026
Commentary & analysis of selected stories on October 6, 2026