Concerns about Rising Interest Rates

Jim Bianco, president of Bianco Research, returns to The Julia La Roche to share his macroeconomic outlook, his prediction for 5.5% on the 10-year Treasury yield impact on the stock market, inflation, the US debt situation, and the approval of a Bitcoin spot ETF. 

Links: 

BiancoResearch.com

BiancoAdvisors.com

twitter.com/BiancoResearch 

Timestamps

00:00 Introduction and macro outlook 

03:07 Call for 5.5% 10-year Treasury and impact on the stock market

6:12 The pathway to 5.5%

8:08 The Fed's response to inflation

11:26 Soft Landing vs. No Landing

15:40 Implications of 5.5% on the 10-year

21:40 Why can’t we get to 2%? 

28:38 Biggest worry with 5.5% on the 10-year

31:16 US debt crosses $34T

36:35 Bitcoin Spot ETF 

44:40 Closing remarks 

46:50 Consensus forecasts have been wrong