The Julia La Roche Show, Released on 1/9/24

Jim Bianco, president of Bianco Research, returns to The Julia La Roche to share his macroeconomic outlook, his call for 5.5% on the 10-year Treasury, impact on the stock market, inflation, the US debt situation, and the approval of a Bitcoin spot ETF.

00:00 Introduction and macro outlook
03:07 Call for 5.5% 10-year Treasury and impact on the stock market
6:12 The pathway to 5.5%
8:08 The Fed’s response to inflation
11:26 Soft Landing vs. No Landing
15:40 Implications of 5.5% on the 10-year
21:40 Why can’t we get to 2%?
28:38 Biggest worry with 5.5% on the 10-year
31:16 US debt crosses $34T
36:35 Bitcoin Spot ETF
44:40 Closing remarks
46:50 Consensus forecasts have been wrong

Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets. Prior to joining Arbor and Bianco Research, Jim was a Market Strategist in equity and fixed income research at UBS Securities and Equity Technical Analyst at First Boston and Shearson Lehman Brothers. He is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA). Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).

  bitcoin, bond market, economy, inflation, Jim Bianco, markets, stock market