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Jim Bianco

@biancoresearch • 591,048 subscribers

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

Shorts

Interesting video from Kpler via the CNBC story below. It shows the shipping activity in the Persian Gulf today. After it was announced that the Strait was open, dozens of ships turned on their AIS (GPS) and sailed to the Strait. Then they abruptly stopped, U-turned, and turned off their AIS. In the end, the traffic that went through was no different than any other day of the war. Shippers are still thinking it is closed. Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ John Ʌ Konrad V

Interesting video from Kpler via the CNBC story below. It shows the shipping activity in the Persian Gulf today. After it was announced that the Strait was open, dozens of ships turned on their AIS (GPS) and sailed to the Strait. Then they abruptly stopped, U-turned, and turned off their AIS. In the end, the traffic that went through was no different than any other day of the war. Shippers are still thinking it is closed. Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ John Ʌ Konrad V

126,396 просмотров

This really is a good explanation of banking.

This really is a good explanation of banking.

885,073 просмотров

Videos

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A reminder ... This is what Strait of Hormuz traffic looked like the day before the war started (February 27). Now compare it to the repost below. Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ John Ʌ Konrad V

A reminder ... This is what Strait of Hormuz traffic looked like the day before the war started (February 27). Now compare it to the repost below. Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ John Ʌ Konrad V

195,086 просмотров • 1 месяц назад

Me talking about the bond market today.

Me talking about the bond market today.

189,097 просмотров • 1 год назад

1/8 Yesterday, Jim appeared on Bloomberg TV, warning that if the Fed cuts rates and the market thinks this is wrong, 10-year yields could surge through 5%. (Perspective ... 10-year yields were last above 5% in October 2023 and as high as 4.85% in January). 🧵

1/8 Yesterday, Jim appeared on Bloomberg TV, warning that if the Fed cuts rates and the market thinks this is wrong, 10-year yields could surge through 5%. (Perspective ... 10-year yields were last above 5% in October 2023 and as high as 4.85% in January). 🧵

130,526 просмотров • 11 месяцев назад

Me on Bloomberg TV this morning

Me on Bloomberg TV this morning

28,596 просмотров • 2 месяцев назад

Me talking about the economy this morning on Bloomberg Radio "I am in the three-ish percent camp for inflation. And why is that important? Because that would put the Fed Funds Neutral Rate somewhere around four and they're at 3.75 right now. So I'd argue that they're probably a slightly easy where they think that they're actually still restrictive." tom keene

Me talking about the economy this morning on Bloomberg Radio "I am in the three-ish percent camp for inflation. And why is that important? Because that would put the Fed Funds Neutral Rate somewhere around four and they're at 3.75 right now. So I'd argue that they're probably a slightly easy where they think that they're actually still restrictive." tom keene

59,236 просмотров • 6 месяцев назад

Me on Bloomberg TV talking about Venezuela, the bond market and the Fed

Me on Bloomberg TV talking about Venezuela, the bond market and the Fed

33,576 просмотров • 5 месяцев назад

I agree with Ray Dalio , and said similar things today ...

I agree with Ray Dalio , and said similar things today ...

55,336 просмотров • 10 месяцев назад

Me on Bloomberg TV this AM talking about Yields and Powell's Successor. All our videos are here Jonathan Ferro Lisa Abramowicz annmarie hordern

Me on Bloomberg TV this AM talking about Yields and Powell's Successor. All our videos are here Jonathan Ferro Lisa Abramowicz annmarie hordern

60,071 просмотров • 11 месяцев назад

Good explanation of the Mar-A-Lago accord by Liz Capo McCormick on Bloomberg TV

Good explanation of the Mar-A-Lago accord by Liz Capo McCormick on Bloomberg TV

58,684 просмотров • 1 год назад

Me on the Schwab Network to discuss tariffs, the Fed, and current investment themes.

Me on the Schwab Network to discuss tariffs, the Fed, and current investment themes.

41,881 просмотров • 1 год назад

Talking about the biggest surprises in 2025 with Daniel Lacalle All our videos are here (they will change your life!)

Talking about the biggest surprises in 2025 with Daniel Lacalle All our videos are here (they will change your life!)

41,151 просмотров • 1 год назад

Me on CNBC's Fast Money discussing the bond market into 2025.

Me on CNBC's Fast Money discussing the bond market into 2025.

39,714 просмотров • 1 год назад

Me on the Schwab Network this morning talking about markets.

Me on the Schwab Network this morning talking about markets.

27,427 просмотров • 11 месяцев назад

Me on the Schwab Network this AM talking about trade/tariffs Deals, Fed Rate Cuts, and the 4-5-6 markets.

Me on the Schwab Network this AM talking about trade/tariffs Deals, Fed Rate Cuts, and the 4-5-6 markets.

24,553 просмотров • 1 год назад

The latest on our Bianco Research Total Return Fixed Income Index, the ETF that tracks if ( $WTBN), and thoughts on active vs passive management.

The latest on our Bianco Research Total Return Fixed Income Index, the ETF that tracks if ( $WTBN), and thoughts on active vs passive management.

20,750 просмотров • 11 месяцев назад