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Media & Communications
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve
October 25, 2023
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve with Tom Keene, Lisa Abramowicz & Katie Greifeld.
Newsclips
Quick Comments/What We’re Reading
October 25, 2023
Today's topics include talkin' Fed policy & higher yields, previewing tomorrow's GDP release, the Fed sidesteps deficit politics, Fed hawkishness, the corporate maturity wall, the 60/40 portfolio in an inflationary environment, and sign of capitulation in Chinese stocks?
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Cartoons
October 25, 2023
Media & Communications
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs
October 24, 2023
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs with Charles Payne.
Newsclips
Quick Comments/What We’re Reading
October 24, 2023
Today's topics include are there any bond bears left?, term premium vs. the yield curve, the deficit hits $2 trillion, BoJ considers tweaking yield ceiling again, checking in on the magnificent seven, more on Treasury volatility, and bank loans slow
Newsclips
Cartoons
October 24, 2023
Media & Communications
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation
October 24, 2023
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation with Melissa Lee and the Fast Money Cast.
Newsclips
Do Not Expect a Reversion to the QE-Era
October 23, 2023
Over the past year, many economists have been concerned high rates could spell trouble for the economy. However, the economy has remained resilient. Much of this concern is predicated on the view that the QE era from 2009 to 2020 was the norm and that higher rates will prove too punishing. We view the QE era as the abnormality. The current rise in real rates is a reversion to the mean.
Newsclips
Q3 Earnings Update: Next Quarter Earnings Turning Lower
October 23, 2023
We are now into Q3 2023 earnings season. S&P 500 operating earnings are expected to decline further in Q3, marking the fourth consecutive quarter of negative earnings.
Newsclips
Quick Comments/What We’re Reading
October 23, 2023
Today's topics include how do active managers compete with index strategy?, volatility in the bond market, the economy remains strong, inflation targets & asset purchases, quantifying the effects of geopolitical crises, housing, the end of negative rates in Japan?, the big get bigger, and the retail crowd loves tech