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
The long and short ends of the yield curve are moving in opposite directions. Typically yields stop rising when something breaks. Which end of the yield curve will break something?... Read More
Jim Bianco has decades of experience as a macro markets researcher. He's been leading his firm Bianco Research since 1990, which has family offices and traditional money managers as clients. He was at UBS and Lehman Brothers before that. He?s as TradFi as it gets, but recently, he?s been falling down the crypto rabbit hole ?hard. ... Read More
Financial Times: The return of the inflation spectre Martin Wolf – A spectre is haunting investors: the return of inflation. But is it a plausible threat? And what would it mean if it did return? Ben Breitholtz: Oh boy, the... Read More