Short rates are moving higher on the belief the Fed has to get aggressive next year. If this happens because of persistent inflation, the Fed is in a tough spot. They would have to pick one market to help. They cannot help both.... Read More
Jim Bianco: *U.S. POISED TO RELEASE OIL FROM RESERVE WITH OTHER NATIONS See the rectangle … how does this differ from what they have been doing? Jim Bianco: The market has three rate hikes priced in for 2022. A June... Read More
The market is pricing in a very aggressive Fed in 2022, complete with a sped up taper and three hikes. Economists and Fed officials remain more dovish, representing a real disconnect with the markets.... Read More
As the global economy deals with shortages and inflation, Covid is returning and countries are locking down again. This will worsen the situation.... Read More
Bianco Research Conference Call Replay: The Inflation Narrative Is Changing Today, November 18, 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, hosted a client webinar/teleconference moderated... Read More
Bianco Research Conference Call: The Inflation Narrative Is Changing Tomorrow, November 18, 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
Jim Bianco: *U.S. RETAIL SALES INCREASED 1.7% IN OCT.; EST. 1.4% It looks like a beat, HOWEVER … retails sales is calculated in dollars and CPI was up 0.9% is October. So the 1.7% needs to be deflated by the... Read More
Today's topics include the taper's timing with the first rate hike, Biden's Fed pick 'imminent', defining ESG investing, relief in the energy markets?, incentivizing carriers to clear containers off ports, proposed reclassification of sector ETFs, doing the math on Elon's goal to sell 10%, Bill Gross warns on markets, and a Covid update... Read More
Bianco Research Conference Call: The Inflation Narrative Is Changing Thursday, November 18, 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
COVID continues to surge worldwide. Signs of case counts turning higher in the U.S. are evident.... Read More
Jim Bianco: Even though the cash market was closed (yesterday), the interest rate futures had a fairly sizeable decline. Not like (Wednesday’s) sell-off, but they did continue (Wednesday’s) declines with more losses. Bond futures were off about 1/2 point. Most... Read More
After taking a pause for most of 2021, the options markets are lighting up again with both retail and institutions piling in.... Read More
Jim Bianco: The Fed?s Financial Stability report was released yesterday. It lists the risks the Fed sees for markets. These include stablecoins, China Real Estate developers, meme stocks, US/China relations, and a flare up of COVID. What is not mentioned... Read More
Jim Bianco joins Bloomberg to discuss Inflation, Powell?s Renomination, Yields & the Equity Markets Ben Breitholtz: US 10-year yields and implied volatility (MOVE Index) have yet to see an appreciable connection. This alone has kept us out of trouble looking... Read More
Short rates are exhibiting a lot of volatility and dealing pain to a number of leveraged players. We believe this is part of a signal that central bankers have to tighten more aggressively in 2022.... Read More
Jim Bianco joins Fox Business to discuss Cryptocurrencies, Household Savings, Congressional Approval Jim Bianco: The chart shows the daily volume of all options trading. Friday’s volume was 55.12 million, the second-highest ever. Highlighted on the chart was every options volume spike... Read More
Jim Bianco: Really strong report. 531k vs 450k est Last two month revisions added 235k. 766k add with revisions Ben Breitholtz: Sergio Pineda: Colleague: Powell said to determine full employment they are watching average hourly earnings, labor force participation rate,... Read More