Value had a great month or two relative to growth. In the short-term some sort of mean reversal would not be a surprise. However, long-term value has barely begun its retracement of growth's outperformance of the past 15 years.... Read More
Jim Bianco joins Fox Business to discuss the Federal Reserve, Earnings Reports & Blockchain Adoption Jim Bianco: *ADP RESEARCH INSTITUTE SAYS U.S. LOST 301,000 JOBS IN JAN. 35 estimates, 180k median. Yes, this is number should always be viewed with... Read More
It seems like both the market and managers can not agree on what 2022 will hold for the market and broader economy. Depending on where you look you hear buy-the-dip, sell-the-rip, 3 hikes, 7 hikes, and everything in between. How can sentiment and positioning diverge so greatly?... Read More
Jim Bianco: The JOLTs (Jobs Opening Labor Turnover) report foe December is out. The labor shortage is off the charts and keeps getting more and more extreme. As the middle panel shows, the US has 4.6 million more open jobs... Read More
Many expect omicron could weight on the January payroll report. This will make the change in nonfarm payrolls difficult to interpret.... Read More
Jim Bianco: Remember the market has five hikes priced in. So this contest of one upping each other on rate hikes is really a race to agree with market pricing. Twitter: Jonathan Ferro @FerroTV 2022 Fed hike guesses MS: 4 DB:... Read More
The yield curve's flattening is a sign of growing concern that the Fed is going to hike too much and break something. The curve is not inverted, which would signal the market believes things are already breaking, but it is rapidly moving toward that level.... Read More
The Fed is intent on addressing inflation, which may require putting asset markets under stress. Wall Street and investors are not yet convinced the Fed will get aggressive. This game of chicken is the story of 2022.... Read More
Despite Wall Street's proclamations, there are still few signs the supply chain is getting better. Now Fed Chair Jay Powell agrees.... Read More
Bianco Research Conference Call Replay: The Markets Get Volatile The replay of our January 27, 2022 conference call titled The Market Gets Volatile can be found here. Jim Bianco joins Fox Business to discuss yesterday?s FOMC Announcement, the Bond and... Read More
Bianco Research Conference Call: The Markets Get Volatile Thursday, January 27, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated... Read More
Given yesterday's wild volatility and dramatic reversal, one would think it offered signs of capitulation that would mark a major low. But the data does not (yet?) support this case. No evidence of a big short position among professional traders exists while two-way action by retail was evident.... Read More
Bianco Research Conference Call: The Markets Get Volatile Thursday, January 27, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated by... Read More
Is the World Collapsing? Inflation, The Fed, & Macro Markets | Jim Bianco Jim Bianco: Another sign that the market expects the Fed to hike in March. Jim Bianco: Here is the chart, today, if the SPX closes below the... Read More
Where does the current selloff across markets stand from a historical perspective?... Read More
Fund managers continue to believe the Fed will not be aggressive in tightening because inflation is transitory. Do they fail to understand the impact inflation is having on politics and the enormous political pressure the Fed is under?... Read More
Bianco Research Conference Call Replay: The Bond Market Convulses The replay of our January 13, 2022 conference call titled The Bond Market Convulses can be found here. Colleague: *BRAINARD: BALANCE SHEET SHRINKING SOME TIME ‘BEYOND’ RATE HIKE Sam Rines: There... Read More