Jim Bianco, president of Bianco Research, returns to The Julia La Roche to share his macroeconomic outlook, his call for 5.5% on the 10-year Treasury, 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
Talking Data