Channel Title: Bianco Research Channel Description: Bianco Research L.L.C. has been a source of objective research and unique insights into financial markets for over 20 years. Our team of macro strategists boasts decades of experience in financial markets. We combine cutting edge analytics and a highly visual approach to provide clear, concise conclusions. Our clients trust us to provide objective, data driven analysis and market commentary on the latest themes in financial markets. Founded in April 1998 by James A. Bianco, Bianco Research is located in downtown Chicago. Bianco Research L.L.C is an affiliate of Arbor Research & Trading, L.L.C. Arbor is a fixed income research and brokerage firm headquartered in Barrington, IL, with offices in New York, Ft. Lauderdale, London and Geneva. To request a free trial of Bianco Research please follow: https://www.biancoresearch.com/free-trial/?source=yt <video> Economy is too strong for rate cuts, warns Wall Street forecaster Jim Bianco Description: Jim Bianco, Bianco Research president, joins ‘Fast Money’ to talk the impact of the election on equities and the bond market. </video> <video> Jim Bianco: Election Day SHOCKER - What Happens to Markets Next? Description: Jim Bianco, president of Bianco Research, joins Ash Bennington to share his perspective on the macro landscape and how next week's U.S. presidential election will impact stocks, bonds, and crypto. Timestamps: 0:00 Introduction 0:36 Real Vision’s Crypto Gathering Announcement 1:07 Jim Bianco on the State of the Economy 2:16 Soft Landing vs. No Landing Debate 3:28 Impact of Recent Hurricanes and Strikes 4:08 Payroll Number Forecasts and Economic Data Challenges 5:52 Survey Data and Impact of Natural Disasters 7:12 Economic Data Noise vs. Signal 8:21 Market Reaction to Economic Strength 9:33 Election’s Potential Impact on Stimulus and Inflation 10:58 Fed’s Rate Cuts and Market’s Inflation Concerns 12:09 10-Year Yield Rise Analysis 13:59 Potential Inflationary Effects from Economic Strength 15:06 Market-Based Interest Rates Response 15:34 Inflation’s Real Impact on Consumers 17:09 Cumulative Inflation Increase and Consumer Reaction 18:56 Inflation’s Impact on Economic Stability 20:05 Public Perception of Inflation vs. Unemployment 21:12 Wage Growth’s Impact on Service Prices 22:51 Election’s Market Impact and Betting Market Discrepancy 24:21 Betting Market Probabilities for Election 26:11 Election Futures Market and Manipulation Misconceptions 28:25 Past Election Betting Market Lessons 29:29 Betting Market Probabilities Explained 30:29 Potential Polling Errors and Historical Patterns 32:13 Election Data Uncertainty and Polling Reliability 34:29 Probability vs. Prediction Markets 36:26 Betting Markets as Probability Indicators 38:02 U.S. Equity Markets and Bond Market Competition 41:18 Stock Market’s Historical Returns and Expectations 42:53 Bond Fund Inflows and Interest in Bonds 45:13 Aging Population’s Investment Preferences 45:47 Stock Market’s Response to Rising Yields 46:14 Viewer Question on Bond Investment Strategies 48:03 Active vs. Passive Bond Management 51:03 S&P 500’s High Concentration in Few Stocks 52:49 Bitcoin Rally and Political Speculation 54:01 ETF’s Impact on Bitcoin Price Growth 56:24 Need for Development and Adoption in Bitcoin Ecosystem 58:25 Normie Concerns on Bitcoin and Self-Custody 1:01:02 Final Thoughts on Interest Rates and Market Direction 1:02:14 Significance of Rising Interest Rates 1:03:14 Market Outlook Based on Inflation Concerns 1:04:14 Conclusion and Crypto Gathering Reminder </video> <video> Jim Bianco on the Post-Election Phase Shift, Adjusting Inflation Expectations & the Crypto Movement Description: Jim Bianco joins Fox Business to discuss the Post-Election Phase Shift, Adjusting Inflation Expectations & the Crypto Movement with Charles Payne. </video> <video> Jim Bianco joins Bloomberg to discuss the Federal Reserve, Payrolls Report & Bond Market Description: Jim Bianco joins Bloomberg to discuss the Federal Reserve, Payrolls Report & Bond Market with Jonathan Ferro, Annmarie Hordern & Dani Burger. </video> <video> Basis Points: A Normal Rate Setting Calls for Active Passive/Fixed Income Description: With U.S. interest rates back to “normal” levels, fixed income investors face a landscape many haven’t seen in years. This week on the Basis Points podcast, Kevin Flanagan is joined by Jim Bianco, President of Bianco Research to cover how blending active and passive bond strategies — now more accessible through ETFs — may help navigate this evolving environment. </video> <video> Jim Bianco joins Fox Business to discuss Market Volatility, Election Proxies & Betting Markets Description: Jim Bianco joins Fox Business to discuss Market Volatility, Election Proxies & Betting Markets with Charles Payne. </video> <video> Traders Edge Ep. 71 | Fed Rate Cut Mistake And A Fully Valued Stock Market Description: Join Bob Iaccino, Jim Iuorio, and special guest Jim Bianco for Traders Edge. What’s on the agenda? - Fed moves: Have they gone too far or not far enough? - Market valuations: Are we on thin ice or solid ground heading into 2024? - What it means for YOU: Strategies and insights for smart investing. This isn’t your typical market analysis—hear exclusive insights from three of the sharpest and most entertaining minds in finance. </video> <video> Jim Bianco discusses how the Election & Yesterday’s Fed Meeting will affect the Economy & US Markets Description: Jim Bianco joins Bloomberg to discuss how the Election & Yesterday’s Fed Meeting will affect the Economy & US Markets with Jonathan Ferro, Lisa Abramowicz & Annmarie Hordern. </video> <video> Fed Rate Cuts: A ‘Catastrophic Error’? Jim Bianco’s Warning to Powell Description: The Fed should not cut rates any further, warns Jim Bianco, President of Bianco Research. A barrage of rate cuts by Fed Chair Jerome Powell would be “a catastrophic error,” Bianco tells Kitco News anchor Jeremy Szafon on the sidelines of the 50th Annual New Orleans Investment Conference. Bianco delves into the Federal Reserve's interest rate decisions, market reactions, and broader economic implications. He also analyses gold, Bitcoin, and bond markets, providing insights into global debt dynamics. 00:00 Introduction 00:21 Fed's Interest Rate Cuts 01:10 Market Reactions and Economic Indicators 02:25 Fed's Challenges 06:18 Macro Outlook 12:15 Gold and Bitcoin Market Insights 17:54 Global Market Dynamics </video> <video> Jim Bianco on the Fed, Inflation and Trump's Cabinet Picks Description: Today we are publishing our first podcast, a conversation recorded Friday with Jim Bianco covering all things macro through the lens of Polymarket odds. We cover: - When Jim thinks the Fed's rate cutting cycle might end, - What Trump's tariffs might look like, - The odds for a US bank failure in the coming months, - Jim's contrarian take on what he expects Powell to say at the FOMC press conference this week - What economic markets Jim would like to see on Polymarket </video> <video> Jim Bianco joins Bloomberg to recap yesterday’s FOMC Meeting & give his outlook for 2025 Description: Jim appeared on Bloomberg TV to offer his thoughts on the FOMC meeting, the markets’ reaction to the meeting, and what to expect moving forward. </video> <video> The Compound & Friends Tuesday: Trump’s Shadow Fed Chair With Jim Bianco Description: On this TCAF Tuesday, Josh Brown is joined by Jim Bianco, President and Macro Strategist at Bianco Research to discuss: the bond market, if Bitcoin could actually reach $13 million, the Fed's political dimension, and more! </video> <video> Jim Bianco: "We don't need the Fed to be cutting interest rates in this environment" Description: Jim Bianco joins Bloomberg Radio to explain why the Fed does not need to cut interest rates with Tom Keene and Paul Sweeney. </video> <video> Jim Bianco joins Schwab Network to explain why the Fed should not cut rates anymore Description: Jim Bianco joins Schwab Network to explain why the Fed should not cut rates anymore with Caroline Woods. </video> <video> Jim Bianco joins Bloomberg to discuss the Federal Reserve, Trump Economic Policies & Cryptocurrency Description: Jim Bianco joins Bloomberg to discuss the Federal Reserve, Trump Economic Policies & Cryptocurrency with Francine Lacqua. </video>

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Bianco Research L.L.C. has been a source of objective research and unique insights into financial markets for over 20 years. Our team of macro strategists boasts decades of experience in financial markets. We combine cutting edge analytics and a highly visual approach to provide clear, concise conclusions. Our clients trust us to provide objective, data driven analysis and market commentary on the latest themes in financial markets.

Founded in April 1998 by James A. Bianco, Bianco Research is located in downtown Chicago. Bianco Research L.L.C is an affiliate of Arbor Research & Trading, L.L.C. Arbor is a fixed income research and brokerage firm headquartered in Barrington, IL, with offices in New York, Ft. Lauderdale, London and Geneva.

To request a free trial of Bianco Research please follow: https://www.biancoresearch.com/free-trial/?source=yt

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