NYSE
What Today’s Cooler CPI Report Actually Tells Us About the Fed
July 15, 2026
In this video from the New York Stock Exchange, Jim Bianco analyzes the cooler-than-expected June CPI inflation report and its implications for Federal Reserve policy.
In the Media
Recently Featured Research & Media Appearances
Yahoo Finance
The AI Bubble Isn’t Popping Anytime Soon
July 1, 2026
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.
Bloomberg
Why the Market is Demanding Fed Rate Hikes NOW
July 1, 2026
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.
Bloomberg
Jim Bianco on the Fed’s New Communication Playbook
June 18, 2026
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.
Bloomberg
Why the Fed is Missing the Mark on Resilient Inflation
June 10, 2026
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.
Bloomberg
Navigating Market Uncertainty: AI Market Boom, Oil Inventories &...
June 10, 2026
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.
Fox Business
Is AI Groupthink Ruining the Stock Market?
June 9, 2026
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.
CNN
Beyond the AI Boom: Jim Bianco’s Warning on Inflation and the...
May 15, 2026
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...
CNBC
The K-Shaped Trap: Why Higher Rates and Inflation Are Far From Over
May 8, 2026
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.
Bloomberg
The Fed’s Leadership Crisis: Politics, Power, and Jerome Powell
April 29, 2026
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...
Hedgeye
The Big Rotation: What’s Driving Markets Beneath the Surface
April 22, 2026
This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, Founder & President of Bianco Research, and Hedgeye CEO Keith McCullough.
Bloomberg
“There is a permanent risk premium in the market even if the...
April 9, 2026
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.