Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.... Read More
Over 46% of FDIC deposits in the U.S. are uninsured.... Read More
We believe the bond market is signaling a high likelihood that the Fed ends up breaking either the markets or the economy.... Read More
For the last 13 years, whenever the economy or markets got wobbly, the Fed would inject massive accommodation and a recovery would ensue. This was possible because inflation never materialized. That?s not the case now.... Read More
The replay of the Bianco Research December 16, 2021 conference call titled What Does The Fed Do Now? can be found here. Jim Bianco: This is a 3-day tick chart of the S&P 500. It has now completely reversed the Powell rally from... Read More
Case counts continue to rise and more economic restrictions are being put in place.... Read More
The replay of the Bianco Research December 16, 2021 conference call titled What Does The Fed Do Now? can be found here. Jim Bianco joins Fox Business to discuss Inflation, the Omicron Variant & Congress Stock Trading Jim Bianco: Another... Read More
Bianco Research Conference Call: What Does The Fed Do Now? Thursday, December 16, 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... Read More
The majority of fund managers still believe inflation is transitory. Consequently, they expect fewer rate hikes than the market is pricing. The Fed can reconcile these positions today.... Read More
Bianco Research Conference Call: What Does The Fed Do Now? Thursday, December 16, 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... Read More
COVID cases are expected to spike in parts of the world, which usually means restrictions are around the corner. This risks impairing the global supply chain even more, pushing supply and demand further out of whack, and fostering inflation.... Read More
Bianco Research Conference Call: What Does The Fed Do Now? Thursday, December 16, 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... Read More
The market continues to put pressure on the Fed with relentlessly rising short rates, expectations for three rate hikes in 2022, forecasts for a low terminal funds rate, and a flattening yield curve.... Read More
In the latest installment of Talking Data, Jim discusses how the supply chain's woes have led to record profits for shipping companies.... Read More
The normally positive relationship between options volume and the Goldman Sachs Non-Profitable Tech Index has broken down in recent weeks.... Read More
Vanderbilt has created an indexed and detailed database of TV news archives broken down into 15 second time blocks and distinguishable by individual news networks. The mentions of transitory inflation and higher prices have increased dramatically throughout 2021.... Read More
Jim Bianco: Regarding CPI, the consensus is CPI = 0.7% Core CPI = 0.5% YoY CPI =6.8% YoY Core CPI =4.9% Essentially get ready for 7% and 5% inflation tomorrow. This past spring, mainstream economists thought such YoY numbers were... Read More
Jim Bianco Live (Macro And Political Implications Of Omicron) – Rebel Capitalist Jim Bianco: The story continues to be the relentless rise in short-rates. And how the market almost as a March rate hike prices and a fourth rate hike... Read More