Episodes
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CryptoSlate Bitcoin ETF Debate Between James Van Straten & Jim Bianco
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May PCE data is to be released on Friday. Jim Bianco discusses this saying that PCE data shouldnât move the market too much. He talks about how he would pay attention to the University of Michigan Inflation Expectation which will be on Friday as well. He goes over next steps for the Fed, highlighting that this is as good as inflation is going to get. Finally, he looks at how the consumer has been a big driver of this economy. Tune in to find out more about the stock market today.
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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 will share his thoughts on CPI and the Fed Meeting.
⢠CPI came in less than expected.What is the takeaway?
⢠The Fed held steady, will they cutrates this year?
⢠What about the neutral rate?
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 [email protected].
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Jim Bianco joins to discuss inflation, rising interest rates, and the concentrated tech rally, providing critical perspectives on managing investment risks in a volatile market.Jim Bianco, President and Macro Strategist of Bianco Research, joins James Connor to discuss the unprecedented challenges facing today's markets. With inflation rates sticking and bond yields soaring, Bianco breaks down why investors need to brace for a volatile second half of the year. Are the marketâs biggest tech giants driving an unsustainable rally? Timestamps:00:00 - Introduction01:17 - Nvidiaâs market impact05:19 - Rising interest rates impact10:00 - Concentration in tech stocks12:05 - Economic slowdown analysis18:48 - Inflation and stagflation concerns25:00 - Inflationâs economic impact27:28 - Government spending concerns30:00 - Consequences of massive spending32:39 - Interest expense and federal debt35:00 - Fedâs interest rate dilemma40:00 - ECBâs rate cuts vs Fed43:14 - Global economic trends45:00 - Rise of speculative investments48:55 - Conclusion
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Jim Biancoâs conclusions from todayâs Fed meeting:- âget used to 3-4% inflation & 4-5% interest ratesâ- no signs of U.S. recession⌠the theory that the actual labor market is weaker than official payrolls is WRONG (Powell referenced this theory today)- with stock market at all-time highs, itâs clear that the Fed hasnât broken anything yet - much more! Recorded this afternoon (June 12) shortly after conclusion of Fed Chair Jay Powellâs press conference.
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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 his thoughts on the stateof the US deficit.
⢠Putting the Debt/Deficit intoPerspective
⢠What About Government Spending
⢠How Does It Get Resolved
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 [email protected].
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Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices.
Erik and Jim discuss:
⢠Interest, Inflation Rates & Bond Yields
⢠Fed Rate Hikes and The Economyâs Strength
⢠Economic Crisis & Budget Deficits
⢠Oil Demand & Supply, With Focus on China
⢠Gold Prices & Asian Markets
⢠US Election & The Stock Market
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Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco
Timestamps:
0:00 - Intro3:15 - Commodities Supercycle6:56 - Goods Inflation8:47 - AI as a Deflationary Technology13:10 - Fed Minutes Review14:58 - Are Rates Restrictive?18:39 - National Debt/Neutral Rates/GDP26:37 - Does the Curve Steepen out?28:36 - Supply Chain Disruptions32:13 - Pizza Talk33:54 - More on Supply Chain Disruptions37:47 - Reshoring Effort40:33 - Trade Wars with China43:45 - What would you call the Current Environment?47:07 - Full Impact of Rate Hikes49:05 - Outro
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Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the ongoing rally in equities and crypto, why Nvidia earnings are as important as CPI and payroll numbers, where rates are heading, and what's driving the spike in crypto.
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Bianco Total Return ETF is up 2% this month. Jim Bianco discusses the outlook for treasury markets, as well as positive signs in treasuries. He also looks at the Yearly Federal spending as a percentage of nominal GDP. Tune in to find out more about the stock market today.
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Ted Oakley interviews Jim Bianco of Bianco Research on interest rates, bond investing, stock investing, and balanced investing.Visit http://www.oxbowadvisors.com/2023-books for a complimentary copy of Ted Oakley's new book "Stay Rich with a Balanced Portfolio" Link: https://oxbowadvisors.com/balanced-po...To speak to a portfolio manager at Oxbow Advisors click this link: http://bit.ly/3Tg0YISSocial Media & YouTube Disclosure: https://bit.ly/3LJ8IRsIntro â 0:00Government & Consumer Spending - 1:21Federal Reserve â 10:00Economic Weakness & Unemployment â 14:15Effects of Work From Home â 17:12Consumer Spending â 20:20Stock Market Euphoria â 22:36Balanced Investing â 27:50Rate Outlook â 34:15Are Rate Changes Worth Chasing? â 36:26Risk vs Return Expectations â 39:10Outro â 42:03
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