Markets react as U.S. 30-year Treasury yields have risen to their highest since the start of the pandemic following hopes of a speedy economic recovery. ... Read More
In today?s installment of Talking Data, Jim and Ben delve into rising interest rates and volatility along the U.S. Treasury curve.... Read More
In today?s installment of Talking Data, Jim and Ben discuss if and when inflation may return.... Read More
In today?s installment of Talking Data, Jim and Ben discuss recent trends and expectations for U.S. Treasuries, the forgotten asset class.... Read More
In today?s installment of Talking Data, Jim and Ben break down the burgeoning community of small investors.... Read More
In today?s installment of Talking Data, Jim and Ben discuss Yellen?s ?go big? testimony, the potential for 50-year bonds, and Robinhood investors.... Read More
In today?s installment of Talking Data, Jim and Ben debate the U.S. dollar?s roughly 10% dive since mid-May 2020. Has the U.S. dollar finally found support?... Read More
In today?s installment of Talking Data, Jim and Ben discuss extremely low real yields and some of the oddities occurring within inflation expectations.... Read More
In today's installment of Talking Data, Jim and Ben discuss the biggest surprises across a wild year of asset returns in 2020. Bigger picture, 2020 was the year of trading with the Federal Reserve, which may not be repeated in 2021.... Read More
In today?s installment of Talking Data, Jim offers new insights into the Georgia Senate elections next week (January 5).... Read More
Jim and Ben recap and offer new insights into their outlooks for inflation in 2021.... Read More
In today?s installment of Talking Data, Ben discusses TIPS, inflation expectations and how owners equivalent rent may be a game-changer heading into 2021.... Read More
In today?s installment of Talking Data, Jim and Ben discuss whether risk markets are ahead of themselves.... Read More
In today?s installment of Talking Data, Jim and Ben discuss the recent rise in long-end Treasury yields.... Read More
In our latest podcast, Jim and Ben discuss the melt-up underway across so many risk assets.... Read More
In our latest podcast, Jim Bianco And Ben Breitholtz discuss the market's response to the recent vaccine news and offer some potential pitfalls to the positive outlook for risk markets in 2021.... Read More
In the latest installment of Talking Data, Jim and Ben talk about the three big stories of the week... Read More
In the latest installment of Talking Data, Jim and Ben talk about election night and what is coming next.... Read More
In the latest installment of Talking Data, Jim and Ben debate the cause of risk assets' recent swoon and the bond market?s response.... Read More
In our latest installment of Talking Data, Jim and Ben dive into the election and its potential ramifications for financial markets.... Read More