Jim Bianco
@biancoresearch
Macro investment research at http://www.biancoresearch.com Our total return index is at http://www.biancoadvisors.com The ETF WTBN tracks our Index. biancoresearch.eth
قد يعجبك
Mid-year update We review the performance of the Bianco Research Total Return Index and the ETF that tracks it, the WisdomTree Bianco Fund (WTBN). Also, the fair value of bonds and why Trump's demand that the Fed cut rates can lead to higher LT yields. biancoadvisors.com/2025-mid-year-…
Hassett (blue) is separating himself from the pack and is on the verge of being the first person to trade over 50%.
He wants Bessent but will take Hassett. The rest get to take selfies in the Oval Office. ---- “I think I already know my choice,” Trump told reporters in the Oval Office on Tuesday, without specifying who it is. “I’d love to get the guy currently in there out right now, but…
Trump said he thinks he’s identified his choice to be the next chair of the Federal Reserve while asserting people are holding him back from firing the central bank’s current leader, Jerome Powell bloomberg.com/news/articles/…
*BITCOIN DROPS BELOW $90,000 FOR THE FIRST TIME IN SEVEN MONTHS
Now under $94k *BITCOIN ERASES THIS YEAR’S GAIN AS CRYPTO BEAR MARKET DEEPENS
As a follow-up to my post above, the Fed has always struggled with forward guidance. That is, how to communicate to the market what they plan to do. Other central banks use the dissent process to communicate with markets. Meaning a 7-5 vote means the current policy (hike, hold,…
If you’re keeping score at home, Kugler is the latest to run afoul of the Fed’s financial rules. Others include (just since COVID): * Former Dallas Fed President Richard Kaplan * Former Boston Fed President Eric Rosengren * Former Vice-Chairman Rich Clarida * Current Atlanta Fed…
“Ahead of that (FOMC) meeting, Kugler requested a waiver to conduct financial transactions to address what the Fed official described as impermissible financial holdings. She discussed that request with Powell, who denied it, according to the official.” bloomberg.com/news/articles/…
Howard Marks on the Markets: “When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE.” Today, the market sits at a 25x P/E. Add inflation… and your “returns” are negative. The chart shows Shiller…
For the record. The Federal Reserve’s monetary policy only works when aggregate demand exceeds supply, and that imbalance depends on interest rate–sensitive sectors of the economy that respond directly to tightening. Wall Street and the Fed seem unwilling to accept that the…
SF Fed study examines 150 years of U.S. tariffs and find that they lead to lower inflation and weaker aggregate demand (which raises unemployment) frbsf.org/wp-content/upl…
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