Focused Research
Thoughts on Debt Markets and Inflation
September 15, 2026
Charts and analysis on where debt markets and inflation stand right now
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Page 5 of 3388Newsclips
Previewing Tomorrow’s FOMC Meeting
September 15, 2026
Commentary & analysis of selected stories on September 15, 2026
Focused Research
Inflation Doesn’t Need a Supply Shock
September 14, 2026
Core PCE has run above 2% for 65 straight months. The old disinflationary engine, cheap Chinese goods and an easy labor supply, has broken down and is reversing. The case for a hike holds even if no supply shock existed at all.
Newsclips
Diesel Prices Soar
September 14, 2026
Commentary & analysis of selected stories on September 14, 2026
Media & Communications
Why the Fed Needs to HIKE Rates to Save the Bond Market
September 11, 2026
Jim Bianco suggests that long-term bond yields remain elevated because the Federal Reserve has over-eased, arguing that a modest rate hike could actually calm bond markets and bring borrowing costs down.
Newsclips
Rate Hike Incoming?
September 11, 2026
Commentary & analysis of selected stories on September 11, 2026
Focused Research
Bonds Versus the Alternatives
September 10, 2026
Treasuries have offered a far better yield than government bonds for most of the last fifteen years, but it's still not enough.
Newsclips
The Fed’s Next Move
September 10, 2026
Commentary & analysis of selected stories on September 10, 2026
Newsclips
The Treasury’s Bond Buybacks
September 9, 2026
Commentary & analysis of selected stories on September 9, 2026
Newsclips
Slices of a Diverging Labor Market
September 8, 2026
Commentary & analysis of selected stories on September 8, 2026
Conference Calls
What Does a Rate Hike Mean?
September 4, 2026
A replay of our September 9, 2026 conference call.
Media & Communications
Jim Bianco on the Labor Market & the End of Forward Guidance
September 4, 2026
Jim Bianco argues that with closed borders and near-zero population growth, the labor break-even rate has dropped to roughly 25,000–35,000 jobs per month, making a headline print around 55,000 quite solid.