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
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 with Jonathan Ferro, Tom Keene & PGIM's Greg Peters.... Read More
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
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
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 with Charles Payne.... Read More
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 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
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
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
Private pension funds have much smaller funding gaps than their government counterparts.... Read More
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
Over the past few quarters, households' real estate equity and direct stock ownership converged to similar levels.... Read More
Roughly 40% of FDIC deposits in the U.S. are uninsured.... Read More
Permissionless II: Do We Still Need to Worry About Macro? featuring Jim Bianco, Jurrien Timmer & Mark Yusko moderated by Jack Farley.... Read More
Permissionless II: Do We Still Need to Worry About Macro? featuring Jim Bianco, Jurrien Timmer & Mark Yusko moderated by Jack Farley.... Read More
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
:format(webp)/cloudfront-us-east-1.images.arcpublishing.com/tgam/NJ724U2W6RHUHE4Z2FA5FRZRSI.jpg)