Is the World Collapsing? Inflation, The Fed, & Macro Markets | Jim Bianco Jim Bianco: Another sign that the market expects the Fed to hike in March. Jim Bianco: Here is the chart, today, if the SPX closes below the... Read More
Where does the current selloff across markets stand from a historical perspective?... Read More
Fund managers continue to believe the Fed will not be aggressive in tightening because inflation is transitory. Do they fail to understand the impact inflation is having on politics and the enormous political pressure the Fed is under?... Read More
Bianco Research Conference Call Replay: The Bond Market Convulses The replay of our January 13, 2022 conference call titled The Bond Market Convulses can be found here. Colleague: *BRAINARD: BALANCE SHEET SHRINKING SOME TIME ‘BEYOND’ RATE HIKE Sam Rines: There... Read More
Bianco Research Conference Call: The Bond Market Convulses Thursday, January 13, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated... Read More
The largest companies (FAANG + MTN) have been carrying the S&P 500 and Nasdaq Composite through the latest rally while the smaller companies falter. This could spell trouble in 2022.... Read More
Bianco Research Conference Call: The Bond Market Convulses Thursday, January 13, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated... Read More
Bianco Research Conference Call: The Bond Market Convulses Thursday, January 13, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated... Read More
The Fed made it clear they are going to fight inflation by raising rates and possibly beginning Quantitative Tightening (QT). The bond market convulsed as everyone rushed for the exit.... Read More
Jim Bianco joins Fox Business to discuss the latest on Cryptocurrencies & COVID-19 Jim Bianco: *U.S. 10-YEAR YIELD RISES TO 1.801%, HIGHEST SINCE JANUARY 2020 Colleague: Why don’t they hike in Jan? Jim Bianco: They are STILL buying $60 billion... Read More
Russian gas exports to Europe remain near zero and prices are still up more than 500% in the last year.... Read More
The TV News Archive tracks captions of major news networks, breaking them into 15-second time blocks. The chart breaks down how often cable TV mentioned the specific phrases 'Delta variant' and 'Omicron variant.'... Read More
Jim Bianco: Hikes now priced in for March, June, Sept and a tick away from Dec for the fourth hike (but priced in for Feb 2023). First hike pricing history. Fourth hike pricing history. The two-year continues to surge today,... Read More
Bloomberg: Omicron Spares U.S. ICUs So Far, Mirroring South Africa Jonathan Levin – U.S. hospitals are so far seeing significantly fewer severe outcomes from the omicron wave than they saw in past Covid-19 spikes, mirroring the experience of South Africa... Read More
The U.S. public is concerned over inflation and COVID, which has resulted in lower approval ratings for Biden and Democrats. The Fed may have no choice but to respond, even if it puts the stock market at risk.... Read More
Last year's stock market rally was one of the narrowest ever seen. It was driven by the largest stocks in the S&P 500, with five stocks having a heavy influence on returns. Mid-cap, small-cap, and stock markets outside the U.S. failed to beat inflation.... Read More
2021 was marked by excess savings flowing into index funds and a few large stocks producing outsized returns. The further away one got from these themes, the worse they did.... Read More