Jim Bianco @biancoresearchs

President of Bianco Research LLC. We specialize in macro analysis for institutional investors. We are an affiliated company of Arbor Research & Trading LLC bit.ly/2urGc8y click link below for free trai Joined August 2021

Tweets

223
Followers

25
Following

301
Likes

2

Jim Bianco @biancoresearch

4 years ago

youtube.com/watch?v=efRXR_…

4 4 21 0 2

Jim Bianco @biancoresearch

4 years ago

The idea is raising rates is less impactful than tapering. So, start with the easy part first, hiking rates. For traditionalists, like the Fed, this is hearsay. But in thinking about it, I'm not sure it is wrong, but I'm also not convinced it is right. Thoughts? 2/2

44 6 42 0 2

Jim Bianco @biancoresearch

4 years ago

A thought among some economists is forming that the Fed is doing this backward. They should be raising rates first and look to taper AFTER they get the funds rate back to what they think is its long-range rate. 1/2

9 8 59 0 2

Jim Bianco @biancoresearch

4 years ago

In sum transitory components are falling and their demand is off as Delta is hurting economic activity. Meanwhile persistent inflation components are surging higher and higher. Is this why stocks turnaround today? Weakening demand and higher inflation squeezing margins? 6/6

6 11 78 0 5

Jim Bianco @biancoresearch

4 years ago

So, why are the CPI reopening components falling? Is the Delta variant hurting the economy and sapping demand? Consider these two charts. Airline ticket prices collapsed by 9% annualized in August. Why? Because demand is also collapsing as measured by the TSA? 5/6

1 7 50 0 0

Download Image

Jim Bianco @biancoresearch

4 years ago

The CPI reopening components (transitory) fell by the most since the lockdown. Restated, this series of transitory inflation is falling and is just 14% of overall CPI. 4/6

1 5 33 0 0

Download Image

Jim Bianco @biancoresearch

4 years ago

Detailing this we find that CPI non-reopening (persistent) components are surging to its highest monthly level since at least 2016. Restated, this series of persistent inflation is trending higher, and is 78% of overall CPI. 3/6

2 7 48 0 1

Download Image

Jim Bianco @biancoresearch

4 years ago

Breaking it down for August we find that reopening CPI components (or transitory inflation) FELL by 0.22% while CPI non-reopening components (or persistent inflation) ROSE by 0.35% 2/6

1 5 45 0 1

Download Image

Jim Bianco @biancoresearch

4 years ago

A thread about transitory vs persistent inflation and why persistent might be actually be winning. This comes from @economics And it breaks down CPI by reopening and non-reopening components. Of the 5.25% inflation rate in the last year, only 1.62% was reopening components. 1/6

12 95 406 0 85

Download Image

Jim Bianco @biancoresearch

4 years ago

The California recall election is today The prediction markets have Newsome getting recalled at just 7%. And throughout this entire process Newsome never came close to trading above 50%. @PredictIt

6 7 25 0 0

Download Image

Jim Bianco @biancoresearch

4 years ago

The rest of the world is going to adopt cryptos. They will design a new financial system around it. So, are we going to participate in the design of this system, or scream "investor protection" and sit it out?

14 15 113 0 1

Jim Bianco @biancoresearch

4 years ago

The rise in cryptocurrency usage over the past several months catapulted Afghanistan into the top 20 of the 154 countries ranked in the 2021 Global Crypto Adoption Index, published by crypto analytics firm Chainalysis in August 2/2

6 19 65 0 3

Download Image

Jim Bianco @biancoresearch

4 years ago

1/2 wsj.com/articles/growi…

2 10 42 0 4

Jim Bianco @biancoresearch

4 years ago

According to Deutsche Bank, 85% of the US High Yield market has a yield below the current rate of inflation.

68 314 1K 0 55

Download Image

Marc Rubinstein @MarcRuby

4 years ago

So the question is, will M-Pesa be spun-off as a standalone fintech? More here. netinterest.co/p/m-pesa-and-t…

3 8 13 0 1

Jim Bianco @biancoresearch

4 years ago

A new era on women’s tennis, I love this style of play. All around game, speed, and defense. All those six foot former Soviet Union players have to be worried, they cannot hit hard enough to pass these players and the are too slow. Bring it on!

8 2 89 0 0

Michael Green @profplum99

4 years ago

Burning bridges behind me… only path is forward now

37 7 304 0 5

Download Image

Ben Breitholtz @benbreitholtz

4 years ago

Financial media is now discussing the coming Fed taper at the same rate as mid-June 2013 when the so-called taper tantrum hit in full force. Not saying we'll get the tantrum part this time around!