Tag Archives: Markets

September 20, 2023

Markets

Bank Walks Retail & Tokenized Banking with Jeremy Schwartz and Jim Bianco
In the Media

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

September 19, 2023

Markets

Does the Changing Jobs Market Means More Inflation?
Posted By Jim Bianco | Featured, Newsclips

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

September 18, 2023

Markets

Are Rates Too High?
Posted By Jim Bianco | Featured, Newsclips

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

September 15, 2023

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report... Read More

Markets

Jim Bianco joins Fox Business to discuss Surging Oil Prices, the Bond Market & Post-Shutdown Economy
In the Media, Media Appearances

Jim Bianco joins Fox Business to discuss Surging Oil Prices, the Bond Market & Post-Shutdown Economy with Charles Payne.... Read More

Markets

Jim Bianco discusses Energy Prices, the Post-Shutdown Economy, Central Bank Policy & the Bond Market
In the Media, Media Appearances

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

Markets

Jim Bianco discusses Energy Prices, the Post-Shutdown Economy, Central Bank Policy & the Bond Market
Bespoke Commentary

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

Markets

Breaking Down Debt in the U.S.
Charts of the Week

A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More

Markets

Comparing the Value of Credit in the U.S. to GDP
Charts of the Week

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

Markets

Funding Gaps at Public and Private Pensions
Charts of the Week

Private pension funds have much smaller funding gaps than their government counterparts.... Read More

Markets

Defined Benefit Plans vs. IRAs
Charts of the Week

Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More

Markets

Comparing Real Estate to GDP and Stock Ownership
Charts of the Week

Over the past few quarters, households' real estate equity and direct stock ownership converged to similar levels.... Read More

Markets

Roughly 40% of FDIC Deposits Are Uninsured
Charts of the Week

Roughly 40% of FDIC deposits in the U.S. are uninsured.... Read More

September 13, 2023

Markets

Cartoons
Newsclips

September 12, 2023

Markets

Permissionless II: Do We Still Need to Worry About Macro? w/ Jim Bianco, Jurrien Timmer & Mark Yusko
In the Media, Media Appearances

Permissionless II: Do We Still Need to Worry About Macro? featuring Jim Bianco, Jurrien Timmer & Mark Yusko moderated by Jack Farley.... Read More

Markets

Permissionless II: Do We Still Need to Worry About Macro? w/ Jim Bianco, Jurrien Timmer & Mark Yusko
Bespoke Commentary

Permissionless II: Do We Still Need to Worry About Macro? featuring Jim Bianco, Jurrien Timmer & Mark Yusko moderated by Jack Farley.... Read More

Markets

What the Post-Covid Economy Looks Like with Jim Bianco: Peak Prosperity
In the Media, Media Appearances

Ever wondered about the pulse of the bond market? Or pondered which countries are in the lead when it comes to buying oil in these tumultuous times? Jim posits, and I think you?ll find this fascinating, that we?re operating in more of a unified world market than most of us are inclined to believe.... Read More

Markets

What the Post-Covid Economy Looks Like with Jim Bianco: Peak Prosperity
Bespoke Commentary

September 11, 2023

Markets

Updating the Yen Carry Trade
Posted By Jim Bianco | Featured, Newsclips

Inflation in Japan is reaching 40+ year highs. Now that the country has effectively raised the upper limit to its yield curve control, rates are heading higher. Given they are the largest foreign owner of US Treasuries, more attractive Japanese yields are negative for the US bond market. A significantly weaker yen/stronger dollar could change traders opinions, but this is not happening yet.... Read More

September 8, 2023

Markets

Jim Bianco joins Fox Business to discuss the Bank Walk, Bankruptcy Boom & latest in the Crypto Market
In the Media, Media Appearances

Jim Bianco joins Fox Business to discuss the Bank Walk, Bankruptcy Boom & latest in the Crypto Market with Charles Payne.... Read More

Does the Changing Jobs Market Means More Inflation? Posted By Jim Bianco | Featured, Newsclips

Are Rates Too High? Posted By Jim Bianco | Featured, Newsclips

Jim Bianco joins Fox Business to discuss Surging Oil Prices, the Bond Market & Post-Shutdown Economy In the Media, Media Appearances

Jim Bianco discusses Energy Prices, the Post-Shutdown Economy, Central Bank Policy & the Bond Market In the Media, Media Appearances

Permissionless II: Do We Still Need to Worry About Macro? w/ Jim Bianco, Jurrien Timmer & Mark Yusko In the Media, Media Appearances

What the Post-Covid Economy Looks Like with Jim Bianco: Peak Prosperity In the Media, Media Appearances

Updating the Yen Carry Trade Posted By Jim Bianco | Featured, Newsclips

Jim Bianco joins Fox Business to discuss the Bank Walk, Bankruptcy Boom & latest in the Crypto Market In the Media, Media Appearances

Does the Changing Jobs Market Means More Inflation?
Posted By Jim Bianco | Featured, Newsclips

Are Rates Too High?
Posted By Jim Bianco | Featured, Newsclips

Jim Bianco joins Fox Business to discuss Surging Oil Prices, the Bond Market & Post-Shutdown Economy
In the Media, Media Appearances

Jim Bianco discusses Energy Prices, the Post-Shutdown Economy, Central Bank Policy & the Bond Market
In the Media, Media Appearances

Permissionless II: Do We Still Need to Worry About Macro? w/ Jim Bianco, Jurrien Timmer & Mark Yusko
In the Media, Media Appearances

What the Post-Covid Economy Looks Like with Jim Bianco: Peak Prosperity
In the Media, Media Appearances

Updating the Yen Carry Trade
Posted By Jim Bianco | Featured, Newsclips

Jim Bianco joins Fox Business to discuss the Bank Walk, Bankruptcy Boom & latest in the Crypto Market
In the Media, Media Appearances