Tag Archives: Markets
Conference Call Replay & Notes – When Will Yields Peak?
Bond yields remain front and center for all financial markets. When will they peak? Listen below as Jim discusses the issues surrounding this vexing question.... Read More
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics with Charles Payne.... Read More
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics with Charles Payne.... Read More
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve with Tom Keene, Lisa Abramowicz & Katie Greifeld.... Read More
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve with Tom Keene, Lisa Abramowicz & Katie Greifeld.... Read More
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs with Charles Payne.... Read More
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs with Charles Payne.... Read More
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation with Melissa Lee and the Fast Money Cast.... Read More
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation with Melissa Lee and the Fast Money Cast.... Read More
Do Not Expect a Reversion to the QE-Era
Posted By Jim Bianco
Over the past year, many economists have been concerned high rates could spell trouble for the economy. However, the economy has remained resilient. Much of this concern is predicated on the view that the QE era from 2009 to 2020 was the norm and that higher rates will prove too punishing. We view the QE era as the abnormality. The current rise in real rates is a reversion to the mean.... Read More
Is Powell Creating a Policy Mistake?
Posted By Jim Bianco
The Fed argues that they no longer need to raise rates and will let bond market vigilantes regulate the economy via higher long-term yields. When this has happened before, voluntarily or involuntarily, it has ended in chaos. Will this time be different?... Read More
A Profile of Banking
Posted By Jim Bianco
As third quarter earnings reports flow in, the banking sector will be a focus. The FDIC aggregates banks' data to offer a profile of the industry.... Read More
Excess Savings Remain a Tailwind for Consumer Spending
Posted By Alex Malitas
The Covid-19 pandemic created excess consumer savings as spending slowed and fiscal stimulus bolstered household incomes. Americans' ability to spend down excess savings has proven enough to bolster the economy. How long can it last? ... Read More
Jim Bianco & Keith McCullough: Hedgeye Investing Summit
This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.... Read More
Jim Bianco & Keith McCullough: Hedgeye Investing Summit
This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.... Read More
Jim Bianco joins Bloomberg to discuss the Bond Market, Fed Hikes/Cuts & Oil Prices
Jim Bianco joins Bloomberg to discuss the Bond Market, Fed Hikes/Cuts & Oil Prices with Jonathan Ferro & Michael Contopoulos.... Read More