Conference Call
Why Do We Have Inflation?
March 21, 2022
A replay of our March 24, 2022 conference call.
Our Research
Sample Our Reports, Presentations, & Market Insights
Markets
Bianco Research Lineup
November 9, 2021
Newsclips Updating the Market’s Signal to Central Banks As we noted above, short rates continue to send a signal that central banks are behind the curve. Even though the following short rates have pulled back more than those above, we still see...
Markets
Charts of the Week – October 22nd, 2021
October 22, 2021
Topics Include: – Housing Affordability – The Fed’s Footprint as the Taper Nears – DeFi Total Value Locked Back at All-Time Highs – Measuring Regulatory Activity in 2021 – The Fed’s Repo Facility Continues to Attract...
Markets
Talking Data: What If We Get Inflation?
October 6, 2021
In today’s installment of Talking Data, Jim and Ben discuss whether inflation is becoming persistent, what happens if economic growth moderates, and how the Fed and market might react.
Crypto
Stablecoins’ Reserves
August 13, 2021
The heat has been on stablecoins to be more transparent in their attestation of reserves. Tether and USDC have accepted the challenge.
Media
The CFA Society of San Antonio Presents Jim Bianco
June 5, 2020
The CFA Society of San Antonio recently held a webinar with Jim Bianco.
Markets
What Kind of Restart Will We Have?
April 28, 2020
At some point, the economy will have to restart and people will return to work, but many questions remain. What will a restart look like? What kind of economic life will we return to? The economy needs to regain nearly 100% of its pre-virus activity...
Markets
Thoughts on the Fed Announcement
March 23, 2020
It is difficult to find a superlative to describe what the Fed announced this morning. At first blush, it looks like they are nationalizing financial markets, except for equities and high yield.
Markets
The End of the Central Bank Put?
March 15, 2020
Central banks fired all their weapons to stop markets from declining, but U.S. stock futures are locked limit down as we write. The central bank "put" no longer works. If risk markets make new lows, regulators and government officials may have no...
Markets
The Moment in This Decline Has Arrived
March 13, 2020
Friday, the 13th, between 7:45AM ET and 9:00AM ET the Fed will offer the massive sum of $1.175 trillion in liquidity (repo) in an attempt to help dysfunctional financial markets. If it works, and liquidity returns, financial markets should resemble...
Markets
The Market is Expecting The Fed to Cut 50 Basis Points Tomorrow...
March 1, 2020
S&P futures opened 60 points lower (1.9%), but have reversed to positive on the day. The market has priced in a 50 bps cut for tomorrow morning.
Markets
More Evidence China’s Statistics Measure Their Health Care...
February 9, 2020
Official statistics show that the coronavirus growth rate peaked a few days ago. Many hope this is a sign that the worst of the coronavirus is behind us. But more evidence is emerging that these statistics are not the measures of the virus growth,...