Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation with Melissa Lee and the Fast Money Cast.... Read More
Jim Bianco joins CNBC to discuss the Rise in Bond Yields, Bank Of Japan & Positioning/Capitulation with Melissa Lee and the Fast Money Cast.... Read More
Over the past year, many economists have been concerned high rates could spell trouble for the economy. However, the economy has remained resilient. Much of this concern is predicated on the view that the QE era from 2009 to 2020 was the norm and that higher rates will prove too punishing. We view the QE era as the abnormality. The current rise in real rates is a reversion to the mean.... Read More
The Fed argues that they no longer need to raise rates and will let bond market vigilantes regulate the economy via higher long-term yields. When this has happened before, voluntarily or involuntarily, it has ended in chaos. Will this time be different?... Read More
As third quarter earnings reports flow in, the banking sector will be a focus. The FDIC aggregates banks' data to offer a profile of the industry.... Read More
The Covid-19 pandemic created excess consumer savings as spending slowed and fiscal stimulus bolstered household incomes. Americans' ability to spend down excess savings has proven enough to bolster the economy. How long can it last? ... Read More
This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.... Read More
This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.... Read More
Jim Bianco joins Bloomberg to discuss the Bond Market, Fed Hikes/Cuts & Oil Prices with Jonathan Ferro & Michael Contopoulos.... Read More
Jim Bianco joins Bloomberg to discuss the Bond Market, Fed Hikes/Cuts & Oil Prices with Jonathan Ferro & Michael Contopoulos.... Read More
Non-financial corporations are getting a bigger benefit from higher interest income than the drag from higher interest expenses. Consequently, their financial position is improving. This may be why higher rates are not hurting the economy.... Read More
Personal interest expenses are eating up a larger portion of households' income.... Read More
In the last six auctions, dealers bought less than 15% of the 10-year notes offered, on average. In contrast, investment funds are now taking down almost 62% of the average auction.... Read More
Jim Bianco joins Fox Business to discuss Bond Inflows, the MOVE Index, the Dollar & Current Market Pullback with Charles Payne.... Read More
Jim Bianco joins Fox Business to discuss Bond Inflows, the MOVE Index, the Dollar & Current Market Pullback with Charles Payne.... Read More
Jim Bianco joins Bloomberg to discuss the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown with Jonathan Ferro and Brian Levitt.... Read More
Jim Bianco joins Bloomberg to discuss the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown with Jonathan Ferro and Brian Levitt.... Read More