Jim Bianco, founder and CEO of Bianco Research, and Samuel Rines, of Arbor Data Science, join Jack Farley on beautiful Leen’s Lodge for the first week of “Camp Kotok.”
Jim Bianco joins Bloomberg to discuss Re-Accelerating Inflation, Future Rate Hikes, No Landing Scenario and Bond Market Auctions with Romaine Bostick and Katie Greifeld.
Jim Bianco joins TD Ameritrade Network to discuss today's CPI Report, the Stock/Bond Relationship, the Fed's Inflation Fight & how the market will react when the Fed starts to cut rates with Oliver Renick.
Year-over-year CPI rose in July, as anticipated, as the base effect from year-ago numbers is no longer helping drive inflation lower. Now the difficult part of the battle against inflation begins.
Today's topics include New York City dwellers drowning in rent, what does volatility look like in this stock market?, the new cost of travel, why is college so expensive? Just look how much they spend, 20-year auctions, European natural gas, China's deflation problem, equities vs. bonds, banning certain Chinese investments, and stablecoins & the dollar
The pandemic started the end of cheap labor, goods, and energy. Technological advances and globalization have driven these three macroeconomic factors. With peak globalization behind us and changing attitudes of workers, technological advances will unlikely offset rising costs.
The yield curve is steepening in response to increasing inflation fears and a Fed that might be done tightening. This leads to long rates rising faster than short rates and tightening financial conditions.
Today's topics include previewing tomorrow's inflation release, long-run inflation expectations on the rise, comparing mortgage rates to savings rates, productivity's relationship with inflation, deflation in China, China playing accounting games?, bank loan losses on the rise, and Fed reinforces stablecoin regulation
Today's topics include a rolling recession, base effects & where inflation is heading, negative shelter inflation?, trillion dollar multifamily mortgage pile, long maturity treasury issuances, gas prices creep back up, high heat strains southern power grid, food costs in the UK, who wants to be short?, and PayPal launches a stablecoin
😂🤣 pic.twitter.com/dyLekZWlcK — Barchart (@Barchart) August 6, 2023