Recently Featured Research & Media Appearances
Jim Bianco describes the current U.S. landscape as a K-shaped economy, where lower-income consumers struggle while the top end thrives on asset price gains and drives overall growth.
Jim Bianco argues that global markets are actively pricing in further interest rate hikes due to persistently sticky core inflation well above 3% and a broader international tightening cycle.
Jim Bianco expresses that the Federal Reserve's shift toward a data-driven approach is a positive and necessary update to a 20-year-old communication style.
Jim Bianco argues that structural post-pandemic changes—such as structural shift toward working from home, de-globalization, and a notable rise in global conflicts—have transformed the economic landscape, making higher inflation the new baseline.
Jim Bianco discusses the market implications of the current AI hype cycle, suggesting that while the technology is deeply transformative, the initial market valuations are significantly overextended.
Jim Bianco joins Charles Payne on Fox Business to discuss how widespread reliance on identical AI-generated digital briefings is creating a dangerous wave of "groupthink" and consensus trading across Wall Street.
Jim Bianco discusses his concerns regarding current inflation and supply chain issues, which he notes are more complex than they may seem. He also points out the disparity in the economy, where a small percentage of the population's high spending and...
Jim Bianco discusses the growing divide in the U.S. "K-shaped" economy, where top earners continue to spend while mass consumer sentiment has plummeted due to persistent inflation and affordability issues.
Jim Bianco expresses deep disappointment in Jerome Powell's decision to politicize his role by staying on to block a new appointee and obstruct a Justice Department investigation, arguing that the Fed's independence is already secure without these...
This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, Founder & President of Bianco Research, and Hedgeye CEO Keith McCullough.
Jim Bianco discusses the persistence of a "permanent risk premium" in financial markets, driven by geopolitical tensions between the US and Iran, even if a temporary ceasefire holds with Lisa Abramowicz and Annmarie Hordern.
Jim Bianco discusses how the conflict with Iran is driving crude oil to record highs and creating an imminent global supply shortage due to shipping disruptions in the Strait of Hormuz.