Sample posts from Bianco Research, LLC’s
Newsclips

Bianco Research

Talking Data – Is Goods Inflation About to Make a Return?

Newsclips     January 24, 2024

In the latest installment of Talking Data, Jim discusses the resurgence of goods inflation.  What’s the latest with shipping? How is this impacting prices? When do things return to normal? Full Video Below:  Full Audio Below:...

Bianco Research

Is a Liquidity Problem Coming?

Newsclips     January 12, 2024

The basic straight trend-line still projects RRP volume to hit zero at the end of March. Once that occurs, BSR and Treasury issuance will be eating into the liquidity in the financial system pic.twitter.com/iOqAZaQuAL — Scott...

Bianco Research

What To Think About As The New Year Starts

Newsclips     January 2, 2024

This morning, Jim was on Bloomberg TV talking about the upcoming year. To watch a reply, click on the image above. Summary How will the considerable easing of financial conditions impact the start of 2024? Comment As this chart...

Bianco Research

Total Return Review: A Look Back at 2023

Newsclips     January 2, 2024

2023 began as a year of struggling fixed-income returns even after a disastrous 2022. The last FOMC rate hike was in July 2023 and the narrative has shifted from tighter policy to exactly when looser policy will arrive. Many...

Bianco Research

Quick Comments/What We’re Reading

Newsclips     January 2, 2024

The Fed’s Path in 2024   Bloomberg – The Fed Will Set the Pace for Markets More Than Ever This Year The prospective easing cycle is likely to be both quicker and shorter than the last two years of ever-higher borrowing...