Jim Bianco
Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
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1/9 Thoughts about what comes next. ๐งต -- The market is pricing the probability of a 25-bps hike hit almost 93%. now @NickTimiraos has warned 25bps is coming. -- Inflation Repo...
1/7 Some really long-term US charts to put 2022 into perspective. A truly historic year was just completed! Start with nominal (before inflation) US bonds total returns, the wo...
1/9 ๐งตabove this "doom chart" that FinTwit likes to send around. It is not what you think, the Fed change the accounting making this chart highly misleading. So, what does it re...
1/5 The final results for a year unlike any other in the bond market. https://t.co/2u94ap5MUt
1/7 I was on CNBC today talking about the BoJ move. The rest of this ๐งตoffers a reason why they had to move. https://t.co/Q76wCsaVUL
1/2 Given how important Manhattan real estate is to NYC's tax base, it is critical that everyone get back to the office. So, the potential of the MTA raising the white flag by cu...
1/10 The BoJ has expanded its band on yield curve control to 0.50% This matters for ALL markets The US. 10-year yield is up another 10 bps from Monday's close (up 20 bps for the...
1/22 As this chart shows, there is a big difference between what the market and the Fed think. And this divergence will define the first part of 2023 trading. A ๐งตto explain htt...
1/2 This series recalculates CPI inflation using today's methodology back to 1949 @AvidCommentator https://t.co/aemfaFJsps
1/5 A quick take on Powell. Hope for bad news, and you'll get rich! He did not say anything different than what he said in the November presser. Many are "reaching" and trying t...
1/13 ๐งตon the yield curve, what its inversion means and why today was important. An inverted curve is short rates (3mo bill) higher than long rates (10yr note). It is the marketโs...
1/12 Lots of confusion about the Fed's Reverse Repurchase Program (RRP). What is it? What does it mean? Waller's comments from a few days ago are important and will be addresse...