Episodes
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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 market’s biggest tech giants driving an unsustainable rally? Timestamps:00:00 - Introduction01:17 - Nvidia’s market impact05:19 - Rising interest rates impact10:00 - Concentration in tech stocks12:05 - Economic slowdown analysis18:48 - Inflation and stagflation concerns25:00 - Inflation’s economic impact27:28 - Government spending concerns30:00 - Consequences of massive spending32:39 - Interest expense and federal debt35:00 - Fed’s interest rate dilemma40:00 - ECB’s rate cuts vs Fed43:14 - Global economic trends45:00 - Rise of speculative investments48:55 - Conclusion
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Missing episodes?
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Jim Bianco’s conclusions from today’s Fed meeting:- “get used to 3-4% inflation & 4-5% interest rates”- 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, it’s clear that the Fed hasn’t broken anything yet - much more! Recorded this afternoon (June 12) shortly after conclusion of Fed Chair Jay Powell’s 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 Economy’s 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 – 0:00Government & Consumer Spending - 1:21Federal Reserve – 10:00Economic Weakness & Unemployment – 14:15Effects of Work From Home – 17:12Consumer Spending – 20:20Stock Market Euphoria – 22:36Balanced Investing – 27:50Rate Outlook – 34:15Are Rate Changes Worth Chasing? – 36:26Risk vs Return Expectations – 39:10Outro – 42:03
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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 gives his thoughts on the Fed and QRA.
· No Rate hikes is now dovish
· Tapering QT
· Thoughts on the QRA
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, president of Bianco Research, returns to The Julia La Roche for episode 165 to discuss the current macro picture and the potential impact of inflation on the economy. In this episode, he highlights the bifurcated nature of the economy, with inflation posing a challenge for lower-income individuals. Bianco also shares his insights on the Federal Reserve's interest rate policy and the outlook for long-term interest rates. He thinks rates for the 10-year are likely headed higher to 5-5.5% and breaks down what that could mean for asset allocation, including crypto. Elsewhere, he weights in on his concerns surrounding the narrative of the Bitcoin ETF, while emphasizing the need for a comprehensive alternative financial system. Links: BiancoResearch.com BiancoAdvisors.comtwitter.com/biancoresearch Timestamps: 0:00 Welcome Jim Bianco and intro 0:59 Macro picture 1:49 Stickier inflation 4:27 Bifurcated economy6:06 Interest rate policy outlook 7:50 Fed is not partisan but it is political 9:29 Rates on the 10-year likely headed to 5-5.5% 12:00 The Fed doesn’t change policy in the summer up to election day 13:19 Implications for 10-year at 5-5.5% 19:59 Demographics 24:01 Bitcoin ETF 31:38 How Bitcoin gets to $1 million34:10 Parting thoughts
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