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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 what Powell said and what it means.
· What did Powell say?
· Outlook on the economy
· How to position?
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, discusses the health of the labor market, what's really driving the unemployment rate up to a 3-year high of 4.3%, the Fed's next moves, the outlook for stocks and bond yields, and Bitcoin.
*This video was recorded on August 1, 2024
0:00 - Intro
0:50 - Fed cut by September
3:00 - Labor market
14:30 - Fed's mistake
19:15 - Stock market rotation
25:56 - AI bubble
30:40 - Bond yields outlook
36:55 - Bullish stock sectors
38:15 - Bitcoin strategic reserve
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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 answers the question, is the economy surging again?
• What is happening to the June Economic Data?
• How is the bond market responding?
• How about the Fed outlook?
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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After this week's market wrap-up, Financial Sense Newshour interviews Jim Bianco of Bianco Research for his latest insights on the US economy and markets. Jim discusses how the US is spending approximately $6 trillion annually—levels usually observed during major recessions or financial crises—and how this spending is averting a widespread recession but significantly affecting the investment landscape, including inflation, monetary policy, the US Treasury, and the bond market. He guides listeners through these impacts, detailing potential upside and downside risks, and shares his overall macro perspective on the US economy and markets.
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Jim Bianco joins Bloomberg Surveillance to discuss the Trump & Powell Trade with Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.
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Why are stocks up but crypto’s not? What happened to the bull market?Jim Bianco is the perfect guest to intersect crypto, traditional finance and the broader macro world. And that’s exactly why we brought him on the show today. We ask him:- Are tech stocks in an AI bubble?- Is crypto going to have its moment?- How’s the U.S economy really doing?- What are the next potential market movers?Jim guides us through all this, not only that, he explains how he’s positioning himself and his portfolio for 2024.TIMESTAMPS0:00 Intro5:28 Stocks Outperforming Crypto?12:36 AI Bubble?18:05 Buffet Indicator22:57 Money Markets at ATH28:21 Crypto ETFs38:02 Tokenization42:50 Crypto’s Political Shift51:37 Crypto’s Pain Points1:04:19 Inflation1:12:07 Recession Coming?1:22:05 Market Movers1:26:37 Jim Bianco’s Portfolio1:32:48 Closing & Disclaimers
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Q2 Investor Letter: The Market vs the Fed https://www.biancoadvisors.com/q2-investor-letter-the-market-vs-the-fed/
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 discuss the year-to-date performance of the Bianco Research Fixed Income Total Return Index and the Market vs the Fed.
· YTD Index and ETF Performance
· What Is Neutral?
· When Are You Getting Off Neutral?
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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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 shouldn’t 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 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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