Financial News
What We’re Reading
November 21, 2025
Commentary & analysis of selected stories on November 21, 2025
Commentary & analysis of selected stories on November 21, 2025
The Fed's current cutting cycle represents an outlier move in yields.
A long-term look at energy imports & exports
Selected charts and commentary highlighting some of our recently published research
Jim Bianco joins CNN to detail NVIDIA's Earnings Report, the A.I. Bubble, Data Center Growth & A.I.-Generated Music with Erin Burnett.
On Opening Bid for November 20, 2025, Yahoo Finance Executive Editor Brian Sozzi is joined by Bianco Research president Jim Bianco, Great Hill Capital chairman and managing member Thomas Hayes, and Yahoo Finance Senior Reporter Brooke DiPalma. Together, they break down the news of the day and also take a closer look at three stocks that have seen big increases this year: Nvidia, Walmart, and Macy's.
The U.S. added 119k jobs in September, beating even the highest economist's estimate. However, the unemployment rate rose to 4.4%. These mixed results produced a muted response from fed funds traders on the likelihood of a rate cut at the December FOMC meeting.
Commentary & analysis of selected stories on November 20, 2025
Jim Bianco joins Bloomberg Radio to discuss Sticky Inflation, Upcoming Data Releases & the K-Shaped Economy with Tom Keene & Paul Sweeney.
Commentary & analysis of selected stories on November 19, 2025