Talking Data

President of Bianco Research, Jim Bianco and MI2 Partners Advisor Harry Melandri discuss all things macro in this conversation filmed at the MI2 Partners Global Macro Summit in Vail on September 28, 2023. Jim highlights the importance of the labor market in a post-2020 world and all the knock-on effects of the end of the traditional 5-day work day world. "'Let's remember what the major problem is, it's a cycle shift in preferences and in the way that we view things that's really driving this, not that everything was fine and we just piled on interest rates." “Rebalance” is a code word for going back to normalizing AKA back to the 2019 cycle of regular 5-day office workday world, a neutral interest rate world. If we’re not, and 2020 marked a cycle change and work from home accelerated things.” Learn more about Collective at https://www.the-membership.com/

Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve with Tom Keene, Lisa Abramowicz & Katie Greifeld.

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 the bond market, rates, and why everyone is still bullish. · Bond Bullishness is as strong as ever · Why The Bullishness? · What Are They Getting Wrong? 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 gus.handler@arborresearch.com.

Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs with Charles Payne.

Interview recorded - 19th of October 2023 On this episode of the WTFinance podcast I had the pleasure of welcoming on Jim Bianco - President and Macro strategist at Bianco Research. On this episode we spoke about increasing yields on the long end, the new normal, why this could lead to higher inflation for longer, economic indicators that Jim believes show the new normal, assets to outperform current situation and more. I hope you enjoy! 0:00 - Introduction 1:19 - What is Jim currently watching? 5:14 - Why would a pivot increase yields on the long end? 13:44 - What level will bonds have to be for the FED to intervene? 17:19 - Have economist been caught of guard by the new normal? 22:04 - Current economic indicators to watch? 26:19 - Will fiscal spending remain the same? 29:43 - What assets outperform current scenario? 36:34 - One message to takeaway from our conversation? Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets. Jim appears regularly on CNBC, Bloomberg and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Prior to joining Arbor and Bianco Research, Jim was a Market Strategist in equity and fixed income research at UBS Securities and Equity Technical Analyst at First Boston and Shearson Lehman Brothers. He is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA). Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).

This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.

Jim Bianco joins Bloomberg to discuss the Bond Market, Fed Hikes/Cuts & Oil Prices with Jonathan Ferro & Michael Contopoulos.

Jim Bianco joins Bloomberg to discuss the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown with Jonathan Ferro and Brian Levitt.

Jim Bianco joins joins CNBC’s Fast Money to discuss the Bond & Stock Market, Inflation & Fed Policy with Melissa Lee and the Fast Money Crew.

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 the neutral interest rate known as R*. · What is R* and what is its significance today? · Where is the proper level of R*? · Does R* change over time? 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 gus.handler@arborresearch.com.