What derails expectations of booming economic growth in 2021? A resurgence of COVID. Michigan is now the focal point in the U.S. Meanwhile, case counts across the rest of the world have become worrisome again.... Read More
Bianco Research Conference Call “Do Interest Rates Matter Anymore?” The replay of our April 8, 2021 conference call titled Do Interest Rates Matter Anymore? can be here: Do Interest Rates Matter Anymore? Colleague: Interesting argument that China would like to... Read More
Economists expect 2021 to be a booming year. High-frequency data indicates many aspects are indeed getting better, but whether the situation has improved enough to meet these aggressive forecasts remains to be seen.... Read More
Earlier this morning Jim was on Bloomberg TV talking about the economy and the bond market. To watch the interview, click on the image above. Ben Breitholtz: The ‘rise of the retail trader’ is seemingly abating! Search activity for day... Read More
Jim Bianco joins Bloomberg Surveillance to discuss workers returning to the office, stimulus checks, and inflation.... Read More
Bianco Research Conference Call Thursday, April 8, 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 a webinar/teleconference moderated by Jim Bianco. The major averages are... Read More
Talking Data: How Far Will Central Banks Push It In today?s installment of Talking Data, Jim and Ben discuss central banks? acceptance of larger deficits and fiscal spending in hopes of promoting full employment: Has MMT won the debate? What... Read More
The value of all cryptocurrencies surpassed the value of the banking system. As the DeFi movement continues to gather steam, it could mark the dawn of a new financial system.... Read More
MarketWatch: ?Crypto is going to be the most significant macro event of my career,? says longtime investment analyst Jim Bianco Howard Gold – Jim Bianco, president of Chicago-based Bianco Research, has been one of the leading independent voices on macro... 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. Both are now at new highs.... Read More
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... 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
Ben Breitholtz: Adding to the reversals above, interesting commodities of all sorts are rolling over too. Only 68% now up on a rolling three-month basis. Also, the overall magnitude of the commodity rally matched and is now receding from those... Read More
Jim Bianco joins Oliver Renick to break down the latest Fed decision, including the notion that the short-term top is in for the 10-year yield.... Read More
Money meant to stimulate the economy is boosting stocks to new highs. Promises of more of the same should keep this bullish backdrop intact.... Read More
Jim Bianco: Going back to the dollar discussion … this chart might help. No matter how you measure it, the dollar is strengthening in 2021. Jim Bianco: ForexLive: ECB’s Lagarde: The market can test us as much as they want... Read More
The race is on to vaccinate the world before another wave of infections hits. 2021's aggressive growth forecasts are at stake.... Read More
Peter Forbes: Significant development for rents. Inability to evict will restrain many units from seeing the gap between realized and asking rents close. Harder for OER to move higher in that context. Twitter: Ed O’Keefe @edokeefe JUST IN: @CDCgov extends the... Read More