Talking Data

Jim Bianco joins Schwab Network to discuss his Q4 Outlook, Inflation/Growth Outlook, Fed Rate Hikes with Renita Young.

After this week's wrap-up, Financial Sense Newshour speaks with Jim Bianco at Bianco Research about his outlook for the market, bond yields, and where the US economy is likely headed into 2024. Topics discussed: post-pandemic economic cycle, higher interest rates, higher dollar, foreign investment, renewable energy and fossil fuel demand, Saudi strategy, electric vehicle all-in emissions profile, common theme for recent strikes, and much more.

Jim Bianco joins Fox Business to discuss the Bond Market & Federal Reserve Policy with Charles Payne.

Jim Bianco joins Bloomberg to discuss today's FOMC Decision with Jonathan Ferro, Tom Keene & PGIM's Greg Peters.

What does the 2023 bank walk mean for the broader economy and the nature of banking? How should investors, too, be thinking about the bank walks and their impact on lending and the broader economy? VettaFi financial futurist Dave Nadig sat down with Bianco Research LLC president Jim Bianco and WisdomTree global CIO Jeremy Schwartz to discuss. Speaking at the Camp Kotok financial gathering in Maine last month, the trio addressed a series of bank-specific and broader questions. They touched on the nature of modern banking, how concerned banks should be about deposits, the impact of bank walks on the overall economy, and gauged the potential for Fed rate cuts before the 2024 election, as well.

Jim Bianco joins Fox Business to discuss Surging Oil Prices, the Bond Market & Post-Shutdown Economy with Charles Payne.

Jim Bianco joins Bloomberg to discuss Energy Prices, Post-Shutdown Economy, Inflation Expectations, Central Bank Policy and the Bond Market with Jonathan Ferro & Mohamed A. El-Erian.

Permissionless II: Do We Still Need to Worry About Macro? featuring Jim Bianco, Jurrien Timmer & Mark Yusko moderated by Jack Farley.

Welcome to a bonus episode of Finance U with our esteemed guest, Jim Bianco. Today, we’re diving deep into “The Awkward Global Economic Reboot,” navigating through the complex nuances that make up our current economic landscape. Ever wondered about the pulse of the bond market? Or pondered which countries are in the lead when it comes to buying oil in these tumultuous times? Jim posits, and I think you’ll find this fascinating, that we’re operating in more of a unified world market than most of us are inclined to believe. Now, let’s talk about the enigma that is the Federal Reserve. What are they really up to behind those monumental columns? And in a world that’s rapidly transforming, the ‘work from home’ culture is ushering in its own set of challenges, but it’s not the grim picture some are painting. In fact, there might be a silver lining we’re all overlooking. On the grimmer side, a distressing social trend has emerged: videos of people breaking down, unable to meet the basic costs of living. It’s a sign of the times, but how did we get here? From the era of the ‘nifty fifty’ to today’s ‘magnificent seven,’ market powerhouses have shifted, and the influence of these giants is palpable. And before we wrap up today, we’ll touch upon the elephant in the room – the still untapped and unpredictable potential of AI on our global economy. Buckle up, folks; this is one episode you won’t want to miss.

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 basis trade and bond market positioning and sentiment. · What is the latest with the basis trade? · What are other measures of bond market sentiment and positioning saying? · What are the bond bulls looking for? 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.