Tag Archives: Markets
Jim Bianco joins Fox Business to discuss the Bond Market & Federal Reserve Policy with Charles Payne
Jim Bianco joins Fox Business to discuss the Bond Market & Federal Reserve Policy with Charles Payne.... Read More
Where Does the Bond Market Stand?
Recall that last year was the worst total return year for the bond market in history. Here is a chart back to 1801 to remind everyone how bad last year was. So naturally, global fund managers turned very bullish for... Read More
Are Rates Too High? Conference Call Replay & Notes
It is widely believed high rates will lead to at least an economic slowdown (?soft landing?) if not a recession (?hard landing?). But what if rates are not that restrictive? The economy could weather these rates (?no landing?) and it would take even higher rates to pull the economy down.... Read More
Jim Bianco joins Bloomberg to discuss today’s FOMC Decision
Jim Bianco joins Bloomberg to discuss today's FOMC Decision with Jonathan Ferro, Tom Keene & PGIM's Greg Peters.... Read More
Bank Walks Retail & Tokenized Banking with Jeremy Schwartz and Jim Bianco
What does the 2023 bank walk mean for the broader economy and the nature of banking? How should investors, too, be thinking about the bank walks and their impact on lending and the broader economy? VettaFi financial futurist Dave Nadig sat down with Bianco Research LLC president Jim Bianco and WisdomTree global CIO Jeremy Schwartz to discuss.... Read More
Does the Changing Jobs Market Means More Inflation?
Posted By Jim Bianco
The jobs market has undergone a transformational change in the post-pandemic economy. The power base is shifting back to labor as jobs become more transactional and workers assert their power over management. The result is increased wage inflation and a change in the nature of work.... Read More
Are Rates Too High?
Posted By Jim Bianco
It is widely believed high rates will lead to at least an economic slowdown ("soft landing") if not a recession ("hard landing"). But what if rates are not that restrictive? The economy could weather these rates ("no landing") and it would take even higher rates to pull the economy down.... Read More
Jim Bianco joins Fox Business to discuss Surging Oil Prices, the Bond Market & Post-Shutdown Economy
Jim Bianco joins Fox Business to discuss Surging Oil Prices, the Bond Market & Post-Shutdown Economy with Charles Payne.... Read More
Jim Bianco discusses Energy Prices, the Post-Shutdown Economy, Central Bank Policy & the Bond Market
Jim Bianco joins Bloomberg to discuss Energy Prices, Post-Shutdown Economy, Inflation Expectations, Central Bank Policy and the Bond Market with Jonathan Ferro & Mohamed A. El-Erian.... Read More
Jim Bianco discusses Energy Prices, the Post-Shutdown Economy, Central Bank Policy & the Bond Market
Jim Bianco joins Bloomberg to discuss Energy Prices, Post-Shutdown Economy, Inflation Expectations, Central Bank Policy and the Bond Market with Jonathan Ferro & Mohamed A. El-Erian.... Read More
Breaking Down Debt in the U.S.
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
Comparing the Value of Credit in the U.S. to GDP
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period.... Read More
Funding Gaps at Public and Private Pensions
Private pension funds have much smaller funding gaps than their government counterparts.... Read More
Defined Benefit Plans vs. IRAs
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
Comparing Real Estate to GDP and Stock Ownership
Over the past few quarters, households' real estate equity and direct stock ownership converged to similar levels.... Read More
Roughly 40% of FDIC Deposits Are Uninsured
Roughly 40% of FDIC deposits in the U.S. are uninsured.... Read More
Permissionless II: Do We Still Need to Worry About Macro? w/ Jim Bianco, Jurrien Timmer & Mark Yusko
Permissionless II: Do We Still Need to Worry About Macro? featuring Jim Bianco, Jurrien Timmer & Mark Yusko moderated by Jack Farley.... Read More