The yield curve is steepening in response to increasing inflation fears and a Fed that might be done tightening. This leads to long rates rising faster than short rates and tightening financial conditions.... Read More
Few homeowners want to forego the low mortgage rate they locked in over the past couple decades, leading to a supply issue in the housing market and headwinds for further declines in inflation.... Read More
The controversy over ESG funds has intensified as critics say high ESG standards are applied arbitrarily. Since the end of 2020, ESG funds have outperformed vice funds.... Read More
Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss how cushioned of a landing he thinks the Fed can pull off. Plus, Jim examines the impact of Friday's U.S. jobs data, where oil prices could send inflation, and what the bond market is telling investors.... Read More
Jim Bianco joins Fox Business to discuss a Potential Soft Landing, WFH/Hybrid Work, and Second Half Stock Market Performance with Charles Payne.... Read More
The bank walk and the subsequent tightening of credit standards is continuing. It impacts small and medium-sized firms, many of which are not publicly traded. This will continue as long as banks offer paltry interest rates compared to market rates. This will not lead to another bank failure, but will impair profitability and keep lending standards tight, making credit hard to get for those who cannot bypass banks.... Read More
Jim Bianco joins Bloomberg TV's "The Open" with Jon Ferro and Sonal Desai of Franklin Templeton to discuss Federal Reserve & Bank of Japan Policy, China's Weak Recovery.... Read More
Jim Bianco joins Fox Business to discuss yesterday?s FOMC Meeting & Today?s GDP Report with Maria Bartiromo.... Read More
Jim Bianco joins Bloomberg's Fed Special to discuss today's Rate Hike, the Fed's Inflation Fight & Decision Making with Jonathan Ferro, Tom Keene, Lisa Abramowicz, Bob Michele & Andrew Hollenhorst.... Read More
While the debate today will focus on how many more rate hikes are coming, another debate is when and by how much the Fed will cut in 2024. History suggests rate cuts do not happen as part of a victory lap on signs of lower inflation, but when the economy and markets turn sour in an attempt to stop a recession.... Read More
Jim Bianco joins ?Fast Money? to talk the upcoming Federal Reserve meeting and why he thinks the central bank won?t extend its pause on hikes this month.... Read More
Macro researcher Jim Bianco, the president of Bianco Research, joins Julia La Roche again for a wide-ranging conversation on the macroeconomic environment. In this episode, Bianco shares why he thinks we've seen a bottoming in inflation and that it will start to creep back up.... Read More
On today's episode of On The Margin, Jim Bianco Founder of Bianco Research LLC joins the show to break down Powell's comments after the Fed raises rates 25bps to a 22-year high. Will this rate hike mark the end of the Fed's hiking cycle, or could we see a resurgence in inflation as month over month base effects begin to impact the year over year headline CPI number.... Read More
2022 returns left investors shielding their eyes from their portfolios. 2023 has been a different story as eye popping equity market returns drive the narrative.... Read More
The median price of a house is the most basic measure of the housing market. The median sale price per square foot (red) was $226 in June, down from its May 2022 peak of $232.... Read More
How big is Tesla versus other automakers?... Read More
Since the beginning of June, the stock market's rally has been broadening beyond Big Tech/AI. The narrative is the debt ceiling deal prevented a liquidity crisis, and inflation has finally been tamed. Yet, no other markets are confirming this move.... Read More