The David Lin Report Economic ‘Murder’ Alert: Is The Next Big Crisis Here? | Jim Bianco
Jun 19, 2025
Jim Bianco, President of Bianco Research and expert in finance, dives into the intricacies of rising inflation driven by tariffs and the potential fallout from U.S. military actions in Iran. He delves into how these geopolitical tensions could shift market dynamics and provoke fluctuations in energy and gold prices. Bianco highlights the necessity for defensive investment strategies and emphasizes the importance of understanding individual risk tolerance in navigating these uncertain economic waters.
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Tariffs Driving Inflation Rise
- Rising tariffs are starting to push inflation higher, which the Fed expects in the coming months.
- This suggests the Fed is right to hold interest rates steady to manage inflation risks.
Watch for Unanchored Inflation
- Inflation may not be a one-time tariff effect if tariffs continue or firms raise prices widely.
- Unanchored inflation risk is rising if companies use tariffs as an excuse to increase all prices.
Bond Yields Near Fair Value
- Bond yields are fairly valued around current levels, reflecting neutral interest rates near 4%.
- Yields may rise to 5% in the medium term but not immediately due to tariff-induced inflation.