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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

☆ 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

☆ 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 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

☆ Citi is betting big on high-profile executives to turn things around
▼ + stars: | 2024-02-27 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +5 min

In today's big story, we're looking at the reshuffling of top executives at two of the biggest US banks . Viswas Raghavan, JPMorgan's top dealmaker, has joined Citi as its head of banking and executive vice chair, reporting directly to CEO Jane Fraser. The move is a big deal, but even more shocking since Raghavan was just promoted to be the sole head of JPMorgan's deals business. Since high interest rates aren't stopping stocks from reaching record highs, cuts might not come at all this year , according to analyst Jim Bianco. Market vet Ed Yardeni said interest rates are actually in a sweet spot for stocks, similar to the late '90s.

Persons: Viswas Raghavan, Jane Fraser, Raghavan, Filippo Gori, Doug Petno, Insider's Reed Alexander, Patrick T, Fallon, Fraser, Merrill Lynch, Andy Sieg, Warren Buffett, Warren, Berkshire Hathaway's, Jim Bianco, Ed Yardeni, Gemini, Demis Hassabis, Long, Alyssa Powell, they've, Dan DeFrancesco, Jordan Parker Erb, Hallam Bullock Organizations: Citi, JPMorgan, Warren, Warren Buffett REUTERS, Chip, Berkshire, Buffett, Research, Wall, BI, Google, eBay Locations: Bronx, Gori, Rivian, New York, London

☆ The Fed may not cut rates at all this year because high rates 'aren't hurting much,' analyst says
▼ + stars: | 2024-02-26 | by ( Aruni Soni | ) www.businessinsider.com time to read: +1 min

The Fed may not cut rates at all this year because high rates "aren't hurting much," according to analyst Jim Bianco. The opposite of what the Fed needs to administer a cut is playing out, he said. AdvertisementOne prominent Wall Street analyst says the US might sail through 2024 with no rate cuts from the Fed at all. He says that's because, as high as interest rates are, they're not doing that much damage. This story is available exclusively to Business Insider subscribers.

Persons: Jim Bianco, —, " Bianco, they're Organizations: Service, Wall, Bloomberg, Business

☆ Economy isn't showing a need for lower interest rates, says Jim Bianco
▼ + stars: | 2024-02-13 | 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 EmailEconomy isn't showing a need for lower interest rates, says Jim BiancoHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Jim Bianco, Brian Sullivan, “ Organizations: CNBC

☆ 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

☆ The S&P 500 is enjoying one of the best years since 1927, thanks to the AI buzz
▼ + stars: | 2023-08-02 | by ( Zahra Tayeb | ) www.businessinsider.com time to read: +2 min

The S&P 500 is riding one of its best years since 1927, thanks to the AI hype. It's only been 10 times since the 1920s that the benchmark index has performed so well, market veteran Jim Bianco said. With price-only S&P 500 data going back to 1927, this year ranks as the tenth best through July 31,"40-year market veteran Jim Bianco said in a tweet. The S&P 500 has jumped nearly 20% this year, defying pessimists like Morgan Stanley's Mike Wilson who recently admitted the Wall Street bank was wrong to write off 2023's sizzling stock-market rally. As the index continues its ascent, analysts at JPMorgan predict that a new record high for the S&P 500 "feels inevitable."

Persons: Jim Bianco, Stocks, Dow Jones, OpenAI's, Morgan Stanley's Mike Wilson Organizations: Service, Nasdaq, Dow, Federal Reserve, JPMorgan Locations: Wall, Silicon

☆ 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.

☆ There's no clear sign of a US credit crunch yet, a top Fed official says
▼ + stars: | 2023-04-11 | by ( Zahra Tayeb | ) www.businessinsider.com time to read: +3 min

There's no clear signs of a US credit crunch yet, according to Fed official John Williams. We haven't seen any clear signs yet of credit conditions tightening and we don't know how big those effects will be," he said. The collapse of SVB and Signature Bank has stoked fears that lending standards to obtain a loan will become harder. We haven't seen any clear signs yet of credit conditions tightening and we don't know how big those effects will be," he added at a New York University event Monday. Other commentators have blamed the Fed's aggressive interest rate hikes as a key factor in the collapse of SVB and Signature Bank.

☆ 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.

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