Yesterday the Fed took $351 billion in reverse repo from banks and money market funds, the fourth-highest total ever. Why is this happening?... Read More
Bloomberg Opinion: Why the Bitcoin Crash Was a Big Win for Cryptocurrencies Jim Bianco – The cryptocurrency market means different things to different people. To many, it represents an object of naked speculation, which consumes almost all the media coverage about the space.... Read More
Bianco Research Conference Call: What Is the Market Telling Us About Inflation? Tomorrow, May 20, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting... Read More
Jim Bianco: ZeroHedge: Michael Burry Reveals Massive Tesla Short, Huge Inflationary Bet PUT on the TLT 20+ Year TSY bond ETF, equivalent to some 1.266MM shares or $171.5 million CALL on the TBT 20+ Year Treasury Ultrashort ETF, equivalent to... Read More
In today’s installment Jim will give us an update on the Crypto selloff. · Transformative Technologies volatility is different from the S&P 500 · What is Chain Analysis? The full video can be viewed below: An audio-only version can be... Read More
Jim Bianco joins Fox Business?s ?Making Money? to discuss Cryptocurrencies with Charles Payne Twitter: Charles V Payne @cvpayne anyone serious about learning and understanding the digital revolution should follow Jim…this was a great discussion…plus next time he will have an... Read More
Bloomberg: The Real Reason Why U.S. Bond Yields Are Stuck Richard Cookson – Here?s a conundrum. Why, when growth and inflation are picking up sharply, are U.S. bond yields stuck at modest levels? Yields on 10-year Treasuries are lower now... Read More
Ben Breitholtz: Twitter: Matthew C. Klein @M_C_Klein Don?t Be Fooled by April?s Inflation Jump. It?s Being Driven by Reopening Quirks. <– always worth digging into the data on levels and the attribution tables Tweet Ben Breitholtz: US search activity shows workers... Read More
Our latest Bloomberg opinion column about the potential of DeFi and stablecoins... Read More
Twitter: GoogleTrends @GoogleTrends #inflation is being searched now more than ever, US Tweet Bloomberg Opinion: A New Global Monetary Order Threatens the Dollar Jim Bianco – The history of modern finance has seen several monetary orders, from the gold standard of... Read More
Jim Bianco: Wall Street Journal: Opinion | The Fed Is Playing With Fire Clinging to an emergency policy after the emergency has passed, Chairman Powell courts asset bubbles. Jim Bianco: Seychelles updated their infection rates yesterday. Remember they that have... Read More
Wall Street Journal: What Happens to Stocks and Cryptocurrencies When the Fed Stops Raining Money? Greg Ip – While such speculation is often blamed on the Fed, drawing a direct line is difficult. Not so with fiscal stimulus. Jim Bianco,... Read More
Jim Bianco joins Bloomberg?s ?Real Yield? 5/7/21 Part 1 Jim Bianco joins Bloomberg?s ?Real Yield? 5/7/21 Part 2 DeFi & Technical Analysis – A Conversation with Jim Bianco Jim Bianco: As it stands, Eurodollar futures — which are priced off... Read More
SPACs pushed the IPO market to new heights the past few quarters, but activity slowed considerably in April.... Read More
In March, existing homes sold for more than new homes for the first time since 2005. This is due to a statistical quirk, however.... Read More
Jim Bianco: No peak yet.India is now over 50% of the cases worldwide. Jim Bianco: Cable Business News is talking a lot more about inflation.But general cable news has barely noticed. Ben Breitholtz: This chart of rolling one-year Sharpe ratios... Read More
Jim Bianco: *LUMBER FUTURES EXTEND RECORD RALLY TO TOP $1,500 FOR FIRST TIME Ben Breitholtz: Another perspective using labor-related search activity shows job seeking and hopes for the return to workplaces ratcheting higher since mid-March. Quick model using this data... Read More
Twitter: Liz Ann Sonders @LizAnnSonders Commodities continuing to rally … now with > 50% of @OECD economies in growth mode, strength in commodities starting to resemble paths seen in late/early 1970s, 1998, 2003 & 2009 @DataArbor @Bloomberg Jim Bianco: *CORN... Read More