James Bianco's Contributions

Jim Bianco on Fed Killing the Recovery, Kavanaugh Political Aftermath

Oct 6 – Financial Sense Newshour welcomes Jim Bianco at Bianco Research to discuss the recent breakout in 10-year yields to a seven-year high, and what this means for stocks, bonds, and the overall market. Bianco says traditional money managers...

Jim Bianco: Regime Shifts Are Not Pretty

May 10 – FS Insider interviews Jim Bianco, Macro Strategist and President of Bianco Research, to discuss his recent conference call, Regime Shifts Are Not Pretty, detailing analysis on the Fed’s sensitivity to market...

Inflation Will Be a ‘Game Changer’ for Markets, Says Jim Bianco

Jan 11 – Jim Bianco of Bianco Research discusses the high hurdle and blowout in expectations for earnings estimates in coming weeks, why inflation is the most important topic for investors this year, and analyst myopia when...

Jim Bianco on Illinois’ Politically-Created Downward Spiral

Jun 30 – Illinois is in major trouble and may very shortly go down in history as the first US state with a junk credit rating. Jim Bianco of Bianco Research, located in Chicago, discusses how a large portion of Illinois’ problems go back to a decision...

Jim Bianco on Global Market Rally, Oil, Rates, and More

Apr 26 – Jim Bianco of Bianco Research joins FS Insider today to discuss the recent market action, why global and US stock markets are in a strong rally mode, his outlook on bond yields, oil, and much, much more. Jim specializes in...

Jim Bianco: Extreme Readings in the Bond Market

Feb 8 – Jim Bianco of Bianco Research joins FS Insider today to discuss the large divergence in “hard” vs. “soft” economic data, his outlook for stocks and bonds in looking at futures market data, the big changes Trump is going to make...

Jim Bianco: Currency Markets Repricing for Potential Trade War

Nov 18 – Jim Bianco, President of Bianco Research, explains the post-Trump “reflation trade,” what’s happening in various markets in response (particularly bonds), and which currencies are adjusting for a potential trade war.

Jim Bianco: ‘Inmates Are Running the Asylum’

Aug 12 – In a wide-ranging interview with the President of Bianco Research, Jim Bianco explains how the shock Brexit vote actually turned out to be one of the most bullish catalysts for the stock market this year, what’s going on with...

Jim Bianco on US Elections, Gold, Oil, and Rate Hikes

May 6 – Jim Bianco, President of Bianco Research, offers his thoughts on the US election and says that global markets haven’t priced in the possibility of a Trump win. Jim also gives his outlook on gold (bullish), oil (bearish), and explains...

Jim Bianco Sees Oil Prices Staying Low Until Oil Companies Forced Into Bankruptcy

Jan 15 – Jim Bianco, President of Bianco Research, says oil companies are engaged in “dead man drilling,” having to produce enough oil to service their debt, which pushes prices lower, or stop producing and go out of business. He ultimately sees...

James Bianco: If the Fed Raises, It Will Get Blamed for Everything That Happens Next

Sep 10 – Jim Bianco gives his outlook on oil, explains what's going on in China, and says if the Fed raises rates with a skittish market, it will get blamed for everything that happens next...

James Bianco: Bond Market Sell-Off Not a Fundamental Event – Profound Implications for Equity Markets

May 14 – Cris Sheridan welcomes James Bianco, President of Bianco Research, LLC. Jim believes the recent bond market sell-off is being driven by positioning and a lack of liquidity, not by fundamental forces.

James Bianco: U.S. Stock Market No Longer a Leading Economic Indicator

Fed Not Likely to Raise Interest Rates Until 2016

Jan 28 – Jim welcomes back James Bianco, president of Bianco Research. They cover an array of issues, starting with the divergence between global stock markets and the U.S. stock market over...

James Bianco: US Still the Best Place to Invest

Sep 11 – Jim is pleased to welcome back James Bianco, President of Bianco Research, LLC. They discuss a wide range of economic issues, including the outlook for more political gridlock ahead in Washington, which James notes should be...

James Bianco: The Economy Is Not as Strong as People Believe

Jun 6 – Jim is pleased to welcome back James Bianco, President of Bianco Research, LLC. James covers a number of topics including the bond market, the direction of interest rates, QE from the Fed, and future Fed policy.

Jim Bianco: China May Be in Hard-Landing Phase Right Now, But Don’t Expect ’08 Crash

Jim Bianco warns that China may be in a hard-landing phase right now as economic data continues to deteriorate and more funds flee the country. When asked what the implications are for other markets, he said that it will certainly cause a problem, but he’s not expecting an ’08 crash.

James Bianco: The Best of Times; The Worst of Times

Mar 28 – Jim is pleased to welcome back James A. Bianco, President of Bianco Research, LLC, an Arbor Research & Trading, LLC affiliate. Jim sees crosscurrents affecting the economy and the markets currently. He believes the weather had...

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