Talking Data Arbor Research & Trading

Jim Bianco, president of Bianco Research, returns to The Julia La Roche for episode 165 to discuss the current macro picture and the potential impact of inflation on the economy. 

In this episode, he highlights the bifurcated nature of the economy, with inflation posing a challenge for lower-income individuals. Bianco also shares his insights on the Federal Reserve's interest rate policy and the outlook for long-term interest rates. He thinks rates for the 10-year are likely headed higher to 5-5.5% and breaks down what that could mean for asset allocation, including crypto.

Elsewhere, he weights in on his concerns surrounding the narrative of the Bitcoin ETF, while emphasizing the need for a comprehensive alternative financial system.

Links:
BiancoResearch.com
BiancoAdvisors.com
twitter.com/biancoresearch

Timestamps:
0:00 Welcome Jim Bianco and intro
0:59 Macro picture
1:49 Stickier inflation
4:27 Bifurcated economy
6:06 Interest rate policy outlook
7:50 Fed is not partisan but it is political
9:29 Rates on the 10-year likely headed to 5-5.5%
12:00 The Fed doesn’t change policy in the summer up to election day
13:19 Implications for 10-year at 5-5.5%
19:59 Demographics
24:01 Bitcoin ETF
31:38 How Bitcoin gets to $1 million
34:10 Parting thoughts

Jim Bianco, president of Bianco Research, joins Ash Bennington to discuss how mixed tech earnings are propping up the market, the potential for 10-year yields to surpass 5%, and his analysis of the recent price pressure in the crypto market.

Jim Bianco joins CNBC to discuss the BOJ Yen Intervention, US Bond Market & Next Week’s Fed Meeting with Melissa Lee and the Fast Money Cast.

Jim Bianco joins Bloomberg to discuss Economic Data, the Timing of Fed Rate Cuts and the Bond Market with Sonali Basak.

Ditch the suit and tie, it's time to head to Miami with Bobby and Jim! Buckle up for a special edition of Traders Edge, recorded at the Money Show in Miami. Buckle up for some high speed financial wisdom from special guests Jim Bianco, Tracy Shuchart, and Mitch Roschelle!

https://hub.tradier.com/

Jim Bianco: @biancoresearch
Tracy Shuchart: @chigrl
Mitch Roschelle: @Mitch_Roschelle

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’s year-to-date performance.

· How was the position going into the year?

· How has the year turned out so far?

· When do rates peak?



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.