Talking Data
By Arbor Research & Trading
Talking DataApr 25, 2024
Jim Bianco joins CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation
Jim Bianco joins CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation with Rick Santelli.
If I’m Right On The 10-Year Yield, Watch How Bearish Everyone’s Going To Be | Jim Bianco
Jim Bianco, president of Bianco Research, returns to The Julia La Roche for episode 165 to discuss the current macro picture and the potential impact of inflation on the economy. In this episode, he highlights the bifurcated nature of the economy, with inflation posing a challenge for lower-income individuals. Bianco also shares his insights on the Federal Reserve's interest rate policy and the outlook for long-term interest rates. He thinks rates for the 10-year are likely headed higher to 5-5.5% and breaks down what that could mean for asset allocation, including crypto. Elsewhere, he weights in on his concerns surrounding the narrative of the Bitcoin ETF, while emphasizing the need for a comprehensive alternative financial system. Links: BiancoResearch.com BiancoAdvisors.com twitter.com/biancoresearch Timestamps: 0:00 Welcome Jim Bianco and intro 0:59 Macro picture 1:49 Stickier inflation 4:27 Bifurcated economy 6:06 Interest rate policy outlook 7:50 Fed is not partisan but it is political 9:29 Rates on the 10-year likely headed to 5-5.5% 12:00 The Fed doesn’t change policy in the summer up to election day 13:19 Implications for 10-year at 5-5.5% 19:59 Demographics 24:01 Bitcoin ETF 31:38 How Bitcoin gets to $1 million 34:10 Parting thoughts
Real Vision Daily Briefing #1024 - Has the Fed Lost Its Way? with Jim Bianco
Jim Bianco, president of Bianco Research, joins Ash Bennington to discuss how mixed tech earnings are propping up the market, the potential for 10-year yields to surpass 5%, and his analysis of the recent price pressure in the crypto market.
Jim Bianco joins CNBC to discuss the BOJ Yen Intervention, US Bond Market & Next Week’s Fed Meeting
Jim Bianco joins CNBC to discuss the BOJ Yen Intervention, US Bond Market & Next Week’s Fed Meeting with Melissa Lee and the Fast Money Cast.
Jim Bianco joins Bloomberg to discuss Economic Data, the Timing of Fed Rate Cuts & the Bond Market
Jim Bianco joins Bloomberg to discuss Economic Data, the Timing of Fed Rate Cuts and the Bond Market with Sonali Basak.
Traders Edge Ep 38 | MoneyShow Edition With Jim Bianco, Tracy Shuchart & Mitch Roschelle | 4.24.24
Ditch the suit and tie, it's time to head to Miami with Bobby and Jim! Buckle up for a special edition of Traders Edge, recorded at the Money Show in Miami. Buckle up for some high speed financial wisdom from special guests Jim Bianco, Tracy Shuchart, and Mitch Roschelle! https://hub.tradier.com/ Jim Bianco: @biancoresearch Tracy Shuchart: @chigrl Mitch Roschelle: @Mitch_Roschelle
Talking Data Episode #294: Bonds’ Year-to-Date Performance
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.
I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research.
Today Jim discusses the bond market’s year-to-date performance.
· How was the position going into the year?
· How has the year turned out so far?
· When do rates peak?
Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Economic MURDER Needs To Happen, GOLD Price Puzzle | Jim Bianco
Brilliant economist, Jim Bianco of Bianco Research, joins me to talk about the economy's strength, potential recession triggers, and the puzzling behavior of gold prices. A discussion that could have gone on for a couple of more hours, excellent insights!
Recording date: April 19th, 2024
Timestamps & Chapters
00:00:00 - Intro
00:01:49 - Federal Reserve Policies and Economic Outlook
00:06:33 - India's Economic Influence and Global Trends
00:16:42 - AI and Economic Productivity
00:19:42 - AI's Impact on Economic Strategies
00:25:53 - Real Estate Dynamics and Market Predictions
00:28:30 - Insights from "The Big Short" and the Subprime Crisis
00:33:15 - Lessons from the Subprime Mortgage Crisis
00:41:10 - Bond Market Strategies and Economic Recovery
00:44:22 - Conclusion and Future Economic Insights
Jim Bianco joins Fox Business to discuss “No Landing,” Inflation & the Federal Reserve
Jim Bianco joins Fox Business to discuss “No Landing,” Inflation & the Federal Reserve with Charles Payne.
Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin
Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin with Oliver Renick.
Talking Data Episode #293: The Big Picture on Inflation and the Economy
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discuss the big picture on inflation and the economy. · How is the Economy Performing vs Expectations? · What Changed in 2020? · What should we expect? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Financial Sense Newshour: Inflation Up Across the Board, US Spending in Panic Mode
Financial Sense Newshour engages in an insightful conversation with Jim Bianco regarding US spending, his longer-term view on inflation, interest rates moving higher, and more. Jim highlights that the US government's current expenditure amounts to approximately 6.5% of GDP annually, a level typically associated with a significant recession or financial crisis. While this expenditure aids in averting an economic slowdown, it also presents inflationary risks and significantly influences consumer psychology regarding savings and consumption patterns, which is sowing the seeds for a separate type of crisis. Listen in to hear what Jim Bianco has to say about today's markets and where he thinks things are heading.
Jim Bianco: What will BREAK the ECONOMY? | EP.14
In this episode of the Macroscopic Podcast, Alexej hosts Jim Bianco, a seasoned expert in the financial markets and the President of Bianco Research. Jim shares his profound insights on the dynamics of the U.S. economy, emphasizing the significant changes in labor and consumption patterns post-pandemic. Jim also explores the potential of cryptocurrencies as a viable solution for economies with unstable fiat currencies, particularly in developing regions thanks to its decentralized and permissionless nature.
Jim Bianco joins Making Money with Charles Payne from MoneyShow's 2024 Investment Masters Symposium
Jim Bianco discusses the Re-Thinking of Fed Cuts and the Path of Inflation, Geopolitical Concerns, the start of Earnings Season, Consumer Sentiment & Fed Speak with Charles Payne from MoneyShow's 2024 Investment Masters Symposium.
Jim Bianco joins the 2024 Hedgeye Investing Summit
Jim Bianco joins the 2024 Hedgeye Investing Summit hosted by Hedgeye Founder Keith McCullough.
Managing a Portfolio in a Higher Rate Environment | Masters in Business: At The Money
Interest rates have increased by over 500 basis points over the past 24 months. It is a new interest rate regime, and TINA is no more. Investors should be considering capturing some of that yield in their portfolios. Jim Bianco, President and macro strategist at Bianco Research, L.L.C., speaks with Barry Ritholtz about the alternatives to equity that are producing real yield.
Jim Bianco joins Fox Business to discuss Why Interest Rates Matter, No Landing & Higher Bond Yields
Jim Bianco joins Fox Business to discuss why interest rates matter, recent economic data supporting the "No Landing" scenario & the impact of higher bond yields on the stock market with Charles Payne.
Does the Bitcoin ETF Have A Downside? With Jim Bianco
The Bitcoin spot ETF has been the biggest narrative driver (and financial driver) in the Bitcoin space this year, but are there some hidden downsides? NLW explores this question with macro analysts (and Bitcoin and crypto bull) Jim Bianco.
Talking Data Episode #292: Observable Yields
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.
I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research.
Today Jim discusses managing fixed income in a world with yield.
• What is going on with interest rates?
• What is your outlook?
• How hard is it to beat a benchmark?
• How has the Index done?
• What is the current positioning?
Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Jim Bianco joins Fox Business to discuss "No Landing," Post-Lockdown Economy & the Neutral Rate
Jim Bianco joins Fox Business to discuss "No Landing," Post-Lockdown Economy & the Neutral Rate with Charles Payne.
Talking Data Episode #290: The U.S. Stands Alone
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.
I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research.
Today Jim discusses how the economy changed after Covid, and how it is unique to the U.S.
· Record Government Spending
· Consumer Spending Boom
· U.S. Separates From the Rest of the World
Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Jim Bianco joins Bloomberg to discuss the Bond Market, Inflation & Liquidity
Jim Bianco joins Bloomberg to discuss the Bond Market, Inflation & Liquidity with Jonathan Ferro & Lisa Abramowicz.
Jim Bianco joins Fox Business to discuss today's FOMC Meeting, No Landing & the Bond Market
Jim Bianco joins Fox Business to discuss today's FOMC Meeting, No Landing & the Bond Market with Charles Payne.
Fed may not cut rates at all this year, according to market forecaster Jim Bianco
Jim Bianco, Bianco Research president, joins 'Fast Money' to discuss what's ahead for the Federal Reserve, the impact of elevated rates on bond yields, the state of the U.S. economy and more.
Real Vision Daily Briefing #995 - Is a June Rate Cut off the Table? | With Jim Bianco
Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the market’s reaction to the inflation data this week, the action in bond markets, the likelihood of rate cuts this year, the recent breakout in oil, and the forces driving bitcoin's pullback.
Another FED Error As Powell Won't Cut Rates? with Jim Bianco
On this episode of the WTFinance podcast I had the pleasure to welcome back Jim Bianco. Jim Bianco is President and Index Manager at Bianco Advisors. He is also the President of @BiancoResearch.
During our conversation we covered an array of topics, including Jim's outlook on the economy, what actions Powell is likely to take, why the economy is strong but people are struggling, what no interest cuts would have on the markets and how he has positioned himself. I hope you enjoy!
0:00 - Introduction
1:47 - Economy and markets in next 6/12 months
4:00 - What would it take for Powell to cut?
6:38 - What impact does liquidity have on the FED’s actions?
9:20 - How does election provide Powell with less options?
12:55 - What are the main drivers of US economic strength?
18:38 - Economy is strong, but average person is struggling. Why?
21:30 - Boomers continuing to spend
25:05 - What trends will be driving continue economic strength?
28:30 - Onshoring in the US
30:13 - What impact would no change in interest rates have on stock market?
35:55 - Powell hedging his bets?
37:05 - What happens if Powell cuts?
39:40 - Could 3% inflation and 5% interest rates be ok?
42:08 - Fixed vs variable mortgages
43:25 - How will you position yourself?
47:00 - One message to takeaway from our conversation?
Jim Bianco is President and Index Manager at Bianco Research Advisors. He is also the President of Bianco Research LLC. Since 1990, Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking.
Jim appears regularly on CNBC, Bloomberg, and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).
On The Margin: Who Is Buying The Bitcoin ETFs? | Eric Balchunas & Jim Bianco
On today's episode Eric Balchunas & Jim Bianco join the show for a debate on the Bitcoin ETF impact. We discuss who is actually buying ETFs, whether Bitcoin ETF investors are passive flows vs hot money & does the ETF represent failure from the original promise of Bitcoin.
Follow Eric: https://twitter.com/EricBalchunas
Follow Jim: https://twitter.com/biancoresearch
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mike: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
Talking Data Episode #289: What Does It Mean That the Stock Market Is Down to the Fabulous Four?
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.
I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research.
Today Jim discusses the Fabulous Four and the equity market rally.
· What are the Fabulous Four?
· Have we seen this before?
· What does Wall Street need?
Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Jim Bianco joins Fox Business to discuss Concentration/Sentiment in the Market, Crypto Energy Usage
Jim Bianco joins Fox Business to discuss Concentration/Sentiment in the Market, Crypto Energy Usage with Charles Payne.
How Far Can the “Big 4” Stocks Carry the Current Rally?
Futures are lower ahead of this week’s inflation data. Jim Bianco discusses this, along with what Nvidia’s (NVDA) Friday reversal means for the overall market. He also talks about Nvidia, Meta (META), Amazon (AMZN), and Microsoft’s (MSFT) impact on the S&P 500. He then goes over how far the “Big 4” stocks can carry the current rally.
Jim Bianco makes the case for the Fed to help this concentrated market
“Wall Street needs the Fed to cut rates, maybe end quantitative tightening, get the money pump going...we don’t have enough money to keep everything going.”
The Price of Truth - Jim Bianco | tastylive network
The Price of Truth - Jim Bianco | tastylive network
Recorded March 5h, 2024.
Jim Bianco joins Bloomberg to discuss Fed Policy, Stock Market Dynamics & the 2024 Election
Jim Bianco joins Bloomberg to discuss Fed Policy, Stock Market Dynamics & the 2024 Election with Manus Cranny & Bob Elliott.
Talking Data Episode #287: What's Going On With The Bitcoin ETFs?
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim explains what’s going on with the Bitcoin ETFs. · What Are the Spot BTC ETFs? · How Big Are They? · What Are Some of the Concerns? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Jim Bianco joins Bloomberg to discuss Rate Cuts, Inflation Bottoming & Savings/Consumer Spending
Jim Bianco joins Bloomberg to discuss Rate Cuts, Inflation Bottoming & Savings/Consumer Spending with Tom Keene & Damian Sassower.
Jim Bianco: The New Normal - Making Markets, Episode #19
My guest this week is Jim Bianco, the founder and President of Bianco Research. Jim is well-known on Wall Street for providing macro analysis since the nineties. Today, he takes us through his unique perspective on the economy. We start with his contrarian view on interest rates. We then cover the changes to the economy since COVID, such as remote work and the new consumer. We also talk about his new fixed-income ETF, Crypto, the Red Sea crisis, and more. Please enjoy this conversation with Jim Bianco.
Jim Bianco on the Disconnect in the Economy, Wall Street's Contrarian Sentiment & Bitcoin ETFs
Jim Bianco joins Fox Business to discuss the Current Disconnect in the Economy, Wall Street's Growing Contrarian Sentiment & Some Concerns with the Bitcoin ETFs with Charles Payne.
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election.
Jim Bianco Isn't Sold on the ETF Narrative. Here's Why. - "Markets Daily" Crypto Update
On "Markets Daily," CoinDesk Markets Reporter Helene Braun speaks with Jim Bianco, president and macro strategist at Bianco Research about his contrarian take on the promise of spot bitcoin ETFs. #cryptocurrency #digitalfinance #finance #bitcoin #crypto 00:00: Cold Open 00:12: Intro 00:38: Federal Reserve and interest rates 01:33: Impact of Fed policy on bitcoin 02:27: Concerns about spot bitcoin ETFs 06:40: The role of Wall Street and ETFs 09:56: Centralized ownership and concentrated power
The Investopedia Express: What the Non-Consensus View is Telling us About Capital Markets Today
Jim Bianco, the President and Macro Strategist at Bianco Research, tells us why Wall Street might be very wrong about rate cuts, inflation, crypto ETFs and the bond market. Plus, he compares the rise of A.I. stocks and crypto with other frothy periods in history and explains how these usually play out. Plus, the meteoric rise of Nvidia and other chip stocks has brought out the options army in full force. They are calling for much higher prices. Will they be 'in the money'?
Jim Bianco joins Bloomberg to discuss the Disconnect in the Market, Rate Cuts & Path of Inflation
Jim Bianco joins Bloomberg to discuss the Disconnect in the Market, Rate Cuts & Path of Inflation with Jonathan Ferro, Lisa Abramowicz & Annmarie Hordern.
Market Insights with Jim Bianco: Navigating Through Economic Signals | Hedge Fund Telemetry
Join Thomas Thornton, founder of Hedge Fund Telemetry, in a riveting webinar featuring Jim Bianco, President and Macro Strategist at Bianco Research, L.L.C. With over three decades of experience, Jim is renowned for his objective and insightful analysis that frequently challenges the mainstream narrative. In this webinar, you'll discover: -Jim's unique perspective on the global economy and financial markets. -In-depth discussions on monetary policy and market-politics dynamics. -Strategies for navigating government's role in the economy. -Insights into fund flows and financial market positioning. About Jim Bianco: Jim Bianco has carved a niche as a preeminent macro strategist. His expertise stems from years of unbiased research and his ability to provide clear, incisive commentary. For nearly two decades at Bianco Research, Jim has been delivering wide-ranging analyses that span from monetary policy and economic fundamentals to the subtleties of market sentiment. Regular Media Presence: -CNBC -Bloomberg -Fox Business Featured In: -The Wall Street Journal -Bloomberg News -Grants Interest Rate Observer -MarketWatch Professional Background: -Market Strategist at UBS Securities -Equity Technical Analyst at First Boston and Shearson Lehman Brothers -Chartered Market Technician (CMT) -Member of the Market Technicians Association (MTA) Education: -B.S. in Finance from Marquette University (1984) -MBA from Fordham University (1989) Don't miss the wealth of knowledge shared in this webinar. Whether you're a seasoned investor or just starting, the insights offered by Jim Bianco are invaluable. Stay Connected: -Follow Jim Bianco on X: https://twitter.com/intent/follow?scr... -Follow Jim Bianco on LinkedIn: https://www.linkedin.com/in/james-bia... Subscribe to Bianco Research for the latest economic insights: https://www.biancoresearch.com/ Connect with Hedge Fund Telemetry for more expert financial commentary: https://www.hedgefundtelemetry.com/
Jim Bianco joins Fox Business to discuss the Bond Market, No Landing & Optimism in the Market
Jim Bianco joins Fox Business to discuss the Bond Market, the No Landing Scenario & Optimism in the Market with Charles Payne.
Jim Bianco discusses the WisdomTree Bico Total Return Fund ETF $WTBN with Bloomberg ETF IQ
Jim Bianco discusses the WisdomTree Bianco Total Return Fund ETF $WTBN with Bloomberg ETF IQ's Katie Greifeld and Eric Balchunas.
Jim Bianco joins Bloomberg's ETF IQ to discuss Bitcoin ETFs, $WTBN ETF & why he is Bearish on Bonds
Jim Bianco joins Bloomberg's ETF IQ to discuss Bitcoin ETFs, $WTBN ETF & why he is Bearish on Bonds with Katie Greifeld and Eric Balchunas.
Talking Data Episode #286: Is “Last Mile” the New “Transitory?”
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses inflation’s “last mile.” · What is the “Last Mile?” · What factors drive inflation? · How will markets take it? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Real Vision Daily Briefing Episode #976: What’s the Best Way to Hedge Inflation With Jim Bianco
Streamed live on Feb 16, 2024 Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the market’s shaky response to today's PPI print, whether the Federal Reserve can still steer the economy toward a soft landing, and the impacts of the Bitcoin ETF.
Danielle DiMartino Booth & Jim Bianco: Recession vs "No Landing," Rate Cuts, and Bitcoin vs. ETFs
In this episode with macro strategists Danielle DiMartino Booth and Jim Bianco we discuss: - Latest inflation data vs. 'truflation' - Danielle says we're in recession, Jim says we're in a "no landing" scenario - Remote work, wage growth, and AI's impact on jobs - Extreme wealth concentration - Will the Fed cut rates? - Why are stocks booming when rates are still high? - Government spending and national debt -Powell's legacy - Bitcoin and the spot Bitcoin ETFs Timestamps: 00:00 Inflation vs. "truflation" 2:03 CPI, sticky inflation about 3-4% 3:05 Are wages keeping up with inflation? 4:53 Unemployment and jobs numbers 10:23 Bitdeer Technologies Group promo 11:24 Bank Term Funding Program, CRE 16:19 Regional banks 18:12 Recession vs. "no landing" 23:17 GDP vs. GDI 26:24 Fed spending to the rescue 32:07 Bitcoin 2024 promo 32:34 Coinkite Coldcard Wallet promo 32:53 CrowdHealth promo 33:23 What's happening with interest rates? 36:40 End of Quantitative Tightening 38:33 Fixing economic inequality 42:43 Election year economics 53:36 Communities protecting small businesses 54:57 "Time of great change" is coming 57:11 How will Bitcoin perform?
Jim Bianco joins Fox Business to discuss Supercore Inflation, Consumer Spending & Gas Prices
Jim Bianco joins Fox Business to discuss Supercore Inflation, Consumer Spending & Gas Prices with Charles Payne.
Jim Bianco joins CNBC Last Call to discuss Passive vs Active Investing
Jim Bianco joins CNBC Last Call to discuss Passive vs Active Investing with Brian Sullivan.