Jim Biancos
@biancoresearcxh
Macro investment research at http://biancoresearch.com Our total return index is at http://biancoadvisors.com The ETF WTBN tracks our Index. biancoresearch.eth
What I Learned in My First Year Managing Fixed-Income * Performance Review * ETFs Are Eating the World * Actively Managed Bond Funds Work! * Investing Is More Than Momentum * Valuations Always Matter * Bonds Are No Longer Crash Insurance biancoadvisors.com/what-i-learned…
Meet your new shadow Fed chair. Expect to see much more of Kevin in the coming days as he becomes de facto chair
Following on the repost ... Fox published a poll earlier this week, accompanied by this graphic and comment. Main Street hears the word "tariff" and thinks inflation. Wall Street hears the word "tariff" and thinks recession and bear market. The Fed is sliding with Main…
The UM consumer sentiment survey was just released. Their commentary included this chart, illustrating how the public perceives tariffs as primarily about inflation, in contrast to Wall Street, which views them as primarily affecting markets, jobs, and growth. ----- UM:…
The UM consumer sentiment survey was just released. Their commentary included this chart, illustrating how the public perceives tariffs as primarily about inflation, in contrast to Wall Street, which views them as primarily affecting markets, jobs, and growth. ----- UM:…
Full Interview Link: bit.ly/tedoakley-jimb… I had the pleasure to interview James Bianco @biancoresearch to discuss tariff effects, the economy, bonds, and the stock market.
The London Stock Exchange trades a five-times leveraged MAG7 ETF. The white line in the top panel shows its price. The red annotation indicates that it has collapsed by 86% (!) since its peak on December 18, 2024—a complete wipeout. The bottom panel shows fund flows. Green bars…
Most read Bessent’s speech as vague. But it wasn’t what he said—it was how little he needed to say. A few lines on Europe, debt, and global imbalances quietly confirmed the blueprint behind months of trade pivots, market shocks, and tight-lipped diplomacy. Let’s trace it. 🧵
The week's Economist Cover is out this morning. US exceptionalism is back!
Current situation: 1. Stocks are falling like the trade war is escalating 2. The US Dollar is falling like trade deals are near 3. Oil prices are falling like rate cuts are not coming 4. Gold prices are rising like rate cuts are on the way 5. Tech stocks are falling like we…
1/2 The breaking of this relationship is a measure of stress in markets ... it continues to widen.(Higher rates are not supporting the dollar right now. This means they might have to go a lot higher to stop the dollar from falling.)
2/2 Screaming Red Headline Tonight *BLOOMBERG DOLLAR SPOT INDEX FALLS TO LOWEST SINCE JAN. 2024 The Bloomberg Dollar Index (BBDXY) is 99% correlated to the DXY. (It also has an ETF that tracks it, USDU) Over the last 70 days, BBDXY has lost 7.87% of its value. This is the…
BREAKING: Wall Street execs who follow the college endowment business say it's only a matter of time before @Harvard starts selling what's liquid in its portfolio ie stocks, maybe issue more debt, if its tax-exempt status remains revoked. There are UNCONFIRMED market reports that…
Elon stopped following Scott Bessent. Not a good sign? Or reading too much into it? What do you think?
Easy fix, have the 12 FOMC voters independently assess the economy and vote their best judgment, not always agree with the chairman. Then the Fed chairman would be just one of 12 votes. This means 7-5 votes are ok. Think how the Supreme Court works. Fix this broken system.
Excited to share I’ve been named the next president of @philadelphiafed starting in July. I’m honored and thrilled by the opportunity to lead the bank and look forward to becoming part of the community in the 3rd District. philadelphiafed.org/about-us/presi…
ELIZABETH WARREN JUST NOW ON CNBC: "Trump should not be calling for Powell to lower rates and say he wants him fired. This is hurting the nature of democracy and will ruin the stock market." Also Elizabeth Warren 8 months ago:
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