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Talking Data

Latest episodes

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Jun 26, 2024 • 5min

Jim Bianco on Fox Business discussing the Yen & U.S. Bond Yields, Psychological Toll of Inflation

Jim Bianco joins Fox Business to discuss the relationship between Japanese Yen Intervention & U.S. Bond Yields, along with the Psychological Toll of Inflation with Charles Payne.
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Jun 26, 2024 • 50min

CryptoSlate Bitcoin ETF Debate Between James Van Straten & Jim Bianco

CryptoSlate Bitcoin ETF Debate Between James Van Straten & Jim Bianco
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Jun 24, 2024 • 9min

This is as Good as Inflation is Going to Get

May PCE data is to be released on Friday. Jim Bianco discusses this saying that PCE data shouldn’t move the market too much. He talks about how he would pay attention to the University of Michigan Inflation Expectation which will be on Friday as well. He goes over next steps for the Fed, highlighting that this is as good as inflation is going to get. Finally, he looks at how the consumer has been a big driver of this economy. Tune in to find out more about the stock market today.
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Jun 19, 2024 • 21min

Talking Data Episode #298: Thoughts on CPI and the Fed Meeting

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 will share his thoughts on CPI and the Fed Meeting. • CPI came in less than expected. What is the takeaway? • The Fed held steady, will they cut rates this year? • What about the neutral rate? 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.
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Jun 14, 2024 • 49min

Why the $35 Trillion Federal Debt Could Wreck the Economy | Jim Bianco

Jim Bianco joins to discuss inflation, rising interest rates, and the concentrated tech rally, providing critical perspectives on managing investment risks in a volatile market. Jim Bianco, President and Macro Strategist of Bianco Research, joins James Connor to discuss the unprecedented challenges facing today's markets. With inflation rates sticking and bond yields soaring, Bianco breaks down why investors need to brace for a volatile second half of the year. Are the market’s biggest tech giants driving an unsustainable rally? Timestamps: 00:00 - Introduction 01:17 - Nvidia’s market impact 05:19 - Rising interest rates impact 10:00 - Concentration in tech stocks 12:05 - Economic slowdown analysis 18:48 - Inflation and stagflation concerns 25:00 - Inflation’s economic impact 27:28 - Government spending concerns 30:00 - Consequences of massive spending 32:39 - Interest expense and federal debt 35:00 - Fed’s interest rate dilemma 40:00 - ECB’s rate cuts vs Fed 43:14 - Global economic trends 45:00 - Rise of speculative investments 48:55 - Conclusion
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Jun 13, 2024 • 1h 8min

Get Used to 4% Inflation and 4 5% Interest Rates, Says Jim Bianco

Jim Bianco’s conclusions from today’s Fed meeting: - “get used to 3-4% inflation & 4-5% interest rates” - no signs of U.S. recession… the theory that the actual labor market is weaker than official payrolls is WRONG (Powell referenced this theory today) - with stock market at all-time highs, it’s clear that the Fed hasn’t broken anything yet - much more! Recorded this afternoon (June 12) shortly after conclusion of Fed Chair Jay Powell’s press conference.
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Jun 5, 2024 • 20min

Talking Data Episode #297: The State of the US Deficit

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 his thoughts on the state of the US deficit. • Putting the Debt/Deficit into Perspective • What About Government Spending • How Does It Get Resolved 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.
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Jun 4, 2024 • 6min

Jim Bianco on Private Credit, Market Concentration, Yield-Stock Relationship & Corporate Buybacks

Jim Bianco joins Fox Business to discuss Private Credit, Stock Market Concentration, Bond Yield-Stock Relationship & Corporate Buybacks with Charles Payne.
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May 30, 2024 • 48min

MacroVoices #430 Jim Bianco Rate Hike On Deck

Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss: • Interest, Inflation Rates & Bond Yields • Fed Rate Hikes and The Economy’s Strength • Economic Crisis & Budget Deficits • Oil Demand & Supply, With Focus on China • Gold Prices & Asian Markets • US Election & The Stock Market
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May 24, 2024 • 7min

Jim Bianco joins Fox Business to discuss the Concentration/Performance of the Market, Fed Rate Cuts

Jim Bianco joins Fox Business to discuss the Concentration & Performance of the Market, along with potential Fed Rate Cuts with Charles Payne.

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