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☆ Weakening Yen exposing underlying struggles in U.S. bond market, warns market forecaster Jim Bianco
▼ + stars: | 2024-04-26 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWeakening Yen exposing underlying struggles in U.S. bond market, warns market forecaster Jim BiancoJim Bianco, Bianco Research President, joins 'Fast Money' to talk the Yen hitting a 34-year low against the dollar and what it signals to teh bond market.

Persons: Jim Bianco Jim Bianco Organizations: Bianco Research

☆ Something strange has been happening with jobless claims numbers lately
▼ + stars: | 2024-04-19 | by ( Jeff Cox | ) www.cnbc.com time to read: +3 min

That's because most of the past several weeks have shown that first-time claims for unemployment benefits haven't fluctuated at all — as in zero. "Initial claims for unemployment insurance are state programs, with 50 state rules, hundreds of offices, and 50 websites to file. Weather, seasonality, holidays, and economic vibrations drive the number of people filing claims from week to week," he added. Indeed, a Labor Department spokesperson noted that while the string of 212,000 prints on the jobless claims data is "uncommon," it would not be considered anomalous. The Labor Department official also pointed out that new seasonal factors to the claims data were announced a month ago.

Persons: Jim Bianco, Tracey Ryniec, Jim Organizations: Labor Department, Bianco Research, Zacks Investment Research, Labor, Federal Reserve Locations: New York City

☆ Time is running out for interest rate cuts, market forecaster Jim Bianco warns before Fed meeting
▼ + stars: | 2024-03-18 | by ( Stephanie Landsman | ) www.cnbc.com time to read: +2 min

On the eve of the Federal Reserve's two-day policy meeting, Wall Street forecaster Jim Bianco believes the central bank will likely stay on hold until next year. For Fed Chair Jerome Powell to cut this spring, the economy would have to dramatically weaken, according to Bianco. This week's Fed meeting comes almost exactly two years after policymakers started their rate hike campaign. It appears Wall Street may be on notice. In January, Bianco told "Fast Money" the 10-year yield would hit 5.5% this year.

Persons: Jim Bianco, CNBC's, Jerome Powell, Bianco, It's, it's, That's, we're Organizations: Federal, Wall, Bianco Research, Boeing, Fed Locations: It's

☆ Fed may not cut rates at all this year, according to market forecaster Jim Bianco
▼ + stars: | 2024-03-18 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed may not cut rates at all this year, according to market forecaster Jim BiancoJim Bianco, Bianco Research president, joins 'Fast Money' to discuss what's ahead for the Federal Reserve, the impact of elevated rates on bond yields, the state of the U.S. economy and more.

Persons: Jim Bianco Jim Bianco Organizations: Bianco Research, Federal Reserve Locations: U.S

☆ The one big thing keeping interest rates high
▼ + stars: | 2024-03-06 | by ( Cork Gaines | ) www.businessinsider.com time to read: +4 min

This story is available exclusively to Business Insider subscribers. Rekenthaler called shelter costs the "most relevant data point" in the most recent consumer price index inflation report. Meanwhile, James Bianco, president of Bianco Research, a financial markets research firm, told Business Insider, "Rising shelter costs will cause the Fed to hold off on cutting rates." Anna Moneymaker/Getty ImagesRent and shelter costs tend to lag behind the rest of the economy because rents are typically fixed for long periods. However, Gordon also said shelter costs can't be ignored because of how much it impacts overall inflation.

Persons: —, Jerome Powell, John Rekenthaler, Rekenthaler, Morningstar, James Bianco, Anna Moneymaker, Kevin Gordon, Charles Schwab, Gordon Organizations: Service, Federal Reserve Bank, Business, Morningstar, Fed, Bianco Research, Federal Reserve

☆ Fed won't cut rates this year unless data is unmistakably weak, says Bianco Research president
▼ + stars: | 2024-03-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed won't cut rates this year unless data is unmistakably weak, says Bianco Research presidentJim Bianco, Bianco Research president, joins 'Money Movers' to discuss the signs of an economic slowdown, what it would take for the Federal Reserve to cut rates this year, and what explains the market's reaction to potential cuts.

Persons: Jim Bianco Organizations: Bianco Research, Federal Reserve

☆ 10-year yield will rebound to 5.5%, predicts market forecaster Jim Bianco
▼ + stars: | 2023-11-30 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email10-year yield will rebound to 5.5%, predicts market forecaster Jim BiancoJim Bianco, Bianco Research president, joins 'Fast Money' to talk Treasury yields, his take on the possibility of a recession, what's ahead for the bond market and more.

Persons: Jim Bianco Jim Bianco Organizations: Bianco Research

☆ There's nothing stopping the 10-year Treasury from continuing to surge, market forecaster says
▼ + stars: | 2023-10-24 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

There's nothing stopping bond yields from continuing to rise, according to forecaster Jim Bianco. Bianco made the case that the Treasury yield curve looks on track to completely de-invert. AdvertisementAdvertisementThere's nothing stopping the 10-year Treasury yield from continuing to surge past 5%, as the yield curve looks poised to completely de-invert, according to market forecaster Jim Bianco. But rates actually haven't been restrictive enough to "hurt the economy," Bianco said, with a handful of indicators that point to still-robust economic activity. Long-term yields could also be pushed up as the US looks to issue more long-term Treasury notes, Bianco added.

Persons: Jim Bianco, Bianco, — Organizations: Service, Wall Street, Bianco Research, Treasury, CNBC, Atlanta Fed, Bank of Japan

☆ Nobel economist Paul Krugman gets trolled for saying inflation is over if you just exclude most of what people buy
▼ + stars: | 2023-10-13 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +4 min

Paul Krugman was mocked for declaring inflation is over based on a heavily adjusted measure. The Nobel economist shared a chart that excluded basics like food, energy, shelter, and used cars. His X post was still at the top of the popular Wall Street Bets subreddit on Friday morning. "A totally ridiculous measure," Jim Bianco, president and macro strategist of Bianco Research, said about Krugman's chart in an X post. Krugman, a retired MIT and Princeton economics professor, admitted to being too dismissive in a follow-up X post on Friday.

Persons: Paul Krugman, Krugman, —, Jim Bianco, Chris Martenson, Martenson, he'd, They've Organizations: Service, Index, New York Times, Bianco Research, Prosperity, MIT, Princeton, Federal Reserve

☆ The bond market is suffering from 'Old Testament capitulation' and still isn't near the end of its rout, market veteran says
▼ + stars: | 2023-10-04 | by ( Filip De Mott | ) www.businessinsider.com time to read: +3 min

The bond market is suffering from "Old Testament capitulation," Jim Bianco told CNBC. Bond investors have been "getting their brains beat in, and they can't take it anymore." According to the president of Bianco Research, the bond market is in a secular bear market that has several more years to go, adding "I don't think we're near the end of this move in the bond market." "I think what you see in the bond market is a capitulation of good old fashioned — I like to say Old Testament capitulation right now," Bianco said. "Basically, most of the year, bond investors, bond managers been long, been trying to argue why we're going to have a recession, why there's going to be a rally.

Persons: Jim Bianco, —, " Bianco, they've, Bianco Organizations: CNBC, Bond, Service, Bianco Research, Fed

☆ We could see interest rates go a lot higher, says market forecaster Jim Bianco
▼ + stars: | 2023-10-03 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe could see interest rates go a lot higher, says market forecaster Jim BiancoJim Bianco, Bianco Research president, joins 'Fast Money' to talk bond yields, higher interest rates, infaltion's impact on Fed policy and more.

Persons: Jim Bianco Jim Bianco Organizations: Bianco Research

☆ Bond yields could race through 5% in next couple of weeks, market forecaster Jim Bianco warns
▼ + stars: | 2023-10-03 | by ( Stephanie Landsman | ) www.cnbc.com time to read: +2 min

Wall Street forecaster Jim Bianco expects Treasury yields to go a lot higher — and possibly overshoot through five percent in the next couple of weeks. "I don't think we're near the end of this move in the bond market," the Bianco Research president told CNBC's "Fast Money" on Tuesday. Yields on the five-year and 10-year Treasury notes, as well as the 30-year Treasury bond , hit their highest levels since 2007. "Most of the year bond investors [and] bond managers have been long. The volatility in the bond market is extending to stocks.

Persons: Jim Bianco, CNBC's, Bianco, They've, they've, Dow, Rick Santelli, Santelli Organizations: Bianco Research, Treasury, Nasdaq, CNBC

☆ 10-year yields will stabilize around 4.5-5% as new inflation rate sets in, says Jim Bianco
▼ + stars: | 2023-08-29 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email10-year yields will stabilize around 4.5-5% as new inflation rate sets in, says Jim BiancoJim Bianco, Bianco Research president, joins 'Squawk on the Street' to discuss how recent data plays into the bond market's prospects, where the fair value for the 10-year yield will stabilize, and the Fed's stated inflation target.

Persons: Jim Bianco Jim Bianco Organizations: Bianco Research

☆ Former Treasury Secretary Larry Summers faces backlash from Jim Bianco, Paul Krugman for inflation 'chart crime'
▼ + stars: | 2023-08-25 | by ( Zahra Tayeb | ) www.businessinsider.com time to read: +3 min

Former Treasury chief Larry Summers got panned for posting a graph suggesting US inflation could be tracing the same path now as in the 1970s. Nobel laureate Paul Krugman said the chart was "problematic on many fronts", adding the 1970s story was different. Market veteran Jim Bianco slammed the post as "chart crime", pointing out scale and calculation inconsistencies. In another post, Summers urged the Federal Reserve to reject suggestions that inflation is "securely under control." "Lots of people beating up on Larry Summers over his chart making recent disinflation look just like the mid-70s disinflation, which reaccelerated.

Persons: Larry Summers, Nobel, Paul Krugman, Jim Bianco, Summers, Bianco Organizations: Treasury, Service, Federal Reserve, Bianco Research Locations: Wall, Silicon

☆ Fed Chair Powell will say 'a whole lot of nothing' at Jackson Hole, says Jim Bianco
▼ + stars: | 2023-08-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed Chair Powell will say 'a whole lot of nothing' at Jackson Hole, says Jim BiancoJim Bianco, Bianco Research, joins 'Fast Money' to talk the U.S. Bond Market, what to expect out of Jackson Hole this week and more.

Persons: Powell, Jackson, Jim Bianco Jim Bianco Organizations: Bianco Research, . Bond

☆ Persistent inflation is driving bond yields higher: Bianco Research president
▼ + stars: | 2023-08-18 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPersistent inflation is driving bond yields higher: Bianco Research presidentCNBC's Ron Insana with Jim Bianco, Bianco Research president, join 'Power Lunch' to discuss the Fed's rate hikes, next moves, and how it impacts the bond market.

Persons: CNBC's Ron Insana, Jim Bianco Organizations: Bianco, Bianco Research

☆ Bianco Research president: If the Fed stops raising rates, the result could be new highs in yields
▼ + stars: | 2023-08-11 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBianco Research president: If the Fed stops raising rates, the result could be new highs in yieldsJim Bianco, Bianco Research president, joins 'Squawk on the Street' to discuss why bond market inflows are not impacting yields, the potential for yields to go higher if the Fed stops hiking rates, and whether the market is pricing in a recession.

Persons: Jim Bianco Organizations: Bianco, Bianco Research

☆ Rate hikes will not stop this week, market researcher Jim Bianco predicts
▼ + stars: | 2023-07-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRate hikes will not stop this week, market researcher Jim Bianco predictsJim Bianco, Bianco Research president joins 'Fast Money' to talk the upcoming Federal Reserve meeting and why he thinks the central bank won't extend its pause on hikes this month.

Persons: Jim Bianco Organizations: Bianco Research, Reserve

☆ The Fed is focused on inflation and the banking jitters won't stall its interest-rate increases, Jim Bianco says
▼ + stars: | 2023-05-02 | by ( Zinya Salfiti | ) www.businessinsider.com time to read: +3 min

Trouble with regional banks won't impact the Fed's decision to lift interest rates, Jim Bianco said. The Wall Street analyst thinks the Fed will raise rates this week and probably again next month. 'If [Fed chair Jerome Powell] focuses a lot on inflation, then financial markets could struggle. If he appeases financial markets, he lets inflation go," Bianco told CNBC. "The Fed is focused on inflation, and they're gonna raise rates, and they're gonna leave the door open to raising rates again in June.

☆ Trouble with regional banks won't change Fed Chair Powell's mind on rate hikes, says Jim Bianco
▼ + stars: | 2023-05-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrouble with regional banks won't change Fed Chair Powell's mind on rate hikes, says Jim BiancoJim Bianco, Bianco Research president, joins 'Fast Money' to discuss the Federal Reserve's response to the regional banking crisis, what to expect from Jerome Powell moving forward, and the bond market.

☆ A 31-year market vet who called the current bear market says the S&P 500 has another 45% downside as investors remain blind to signs that a recession is hurtling toward the US economy
▼ + stars: | 2023-04-08 | by ( William Edwards | ) www.businessinsider.com time to read: +5 min

Yet, stock market investors remain bullish, he said. He's been warning of a significant stock market decline since late 2021,"People are ignoring all the lessons of history," Wolfenbarger told Insider on Friday. His bearish outlook stems from how high stock valuations are relative to 10-year Treasury yields. Wolfenbarger also has company in thinking that stock market investors aren't heeding the warnings of a coming downturn. Yet, the stock market doesn't seem to reflect this uncertainty, he said.

☆ Bank stocks continue to sink and that shows the turmoil hasn't faded yet, Jim Bianco says
▼ + stars: | 2023-04-06 | by ( Zinya Salfiti | ) www.businessinsider.com time to read: +2 min

Bank stocks still remain under pressure and that signals the sector's turmoil hasn't ended yet, Jim Bianco said. Financial stocks faced a rout over the past month following the collapses of Silicon Valley Bank and Signature Bank. The KBW bank stock index is down 3% this week, after a 25% slump in March that was the biggest monthly drop in three years. Shares of lenders and other financial companies have been under pressure since the implosions of Silicon Valley Bank, Signature Bank and Silvergate Capital last month. Otherwise, the bank stocks might be in trouble ... oh, wait!," Bianco, who runs Chicago-based Bianco Research, tweeted on Wednesday, alongside a chart showing sharp declines in bank stock indexes.

☆ 'It's all about the banking crisis': top forecaster Jim Bianco on biggest economic risks
▼ + stars: | 2023-04-04 | by ( Melissa Lee | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'It's all about the banking crisis': top forecaster Jim Bianco on biggest economic risksJim Bianco, Bianco Research, on the banking crisis with CNBC's Melissa Lee and the Fast Money traders.

☆ Watch CNBC's full interview with Bianco Research's Jim Bianco
▼ + stars: | 2023-04-04 | by ( Melissa Lee | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Bianco Research's Jim BiancoJim Bianco, Bianco Research, on the banking crisis with CNBC's Melissa Lee and the Fast Money traders.

☆ 5 must-see charts that show why the economy is barreling toward disaster — putting stocks at risk for massive declines
▼ + stars: | 2023-04-01 | by ( William Edwards | ) www.businessinsider.com time to read: +7 min

Reducing inflation is likely to require a period of below-trend growth and some softening in labor market conditions," Powell said. "Restoring price stability is essential to set the stage for achieving maximum employment and stable prices over the longer run." A large enough pullback in lending will send the economy into a downward spiral, he said. "If you get a credit crunch, you could have an immediate downturn in the economy, a very quick downturn," he said. Credit spreads are the gap between high-risk bond yields and yields on risk-free bonds.

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