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Conference Calls
Outlook For Markets
September 29, 2025
The Bianco Research Fixed Income Total Return Index is set for higher rates and a steeper curve, overweight MBS, underweight corporates, with conviction in EM debt and short-term TIPS. Join us Thursday to discuss the drivers.
Focused Research
Why Is the Fed Cutting Rates?
September 29, 2025
The economy appears strong, inflation seems sticky, the stock market is hitting new highs while credit spreads are at generational lows, and the market may even be signaling that the Fed is now neutral.
Media & Communications
Jim Bianco joins Bloomberg to discuss Fed Division, the Fed’s Inflation Target & the Labor Market
September 29, 2025
Jim Bianco joins Bloomberg to discuss Fed Division, the Fed's Inflation Target & the Labor Market with Jonathan Ferro & Lisa Abramowicz.
Focused Research
CoT Commentary: Dollar Shorts
September 29, 2025
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Newsclips
Quick Comments/What We’re Reading
September 29, 2025
Today's topics include will the government shut down tomorrow night?, scrutinizing Miran's change of heart on the neutral rate, Supreme Court responds to Cook, Barkin mentions high degree of uncertainty, the race for Fed chair, the Fed's balance sheet, comparing global financial asset growth, narrow corporate spreads, and blockchain coming to the SWIFT payment system
Newsclips
Cartoons
September 29, 2025
Newsclips
Quick Comments/What We’re Reading
September 26, 2025
Today's topics include Miran's case for speedy cuts, AI-related stocks dominate S&P 500 returns, if AI were a bubble..., loaded up on stocks, watching for liquidity issues, more tariff news, slowdown? what slowdown?, and is it time to replace the fed funds rate?
Newsclips
Cartoons
September 26, 2025
Charts of the Week
The Fed Cuts Amidst High Uncertainty
September 26, 2025
The Trump administration has made the Federal Reserve's job all the more difficult, creating uncertainty on several different fronts.
Charts of the Week
The Percentage of Cost-Burdened Households on the Rise
September 26, 2025
The U.S. Department of Housing & Urban Development labels roughly half of all renters as either "cost-burdened" or "severely cost-burdened" in paying for shelter.
Charts of the Week
Measuring Underlying S&P 500 Volatility
September 26, 2025
S&P 500 constituent level implied volatility tends to be higher than index level implied volatility.