Jim Bianco: Liquidity Spiral In The Bond Market Is Causing "Tremendous Stress"
Blockworks Macro, Released on 10/3/22 (Recorded on 9/29/22)
00:00 Introduction00:30 Chaos In the U.K. Government Bond ("Gilt") Market08:53 What's Next To Break?15:41 What Can Bring Inflation Down (Other Than A Global Recession)?19:18 The Stress On Banks Is Tremendous"22:02 Bittrex ad22:37 The Stress On Banks Is Tremendous"33:46 Are Bonds Attractive At These Levels?36:56 Bianco's Outlook on Stocks38:47 I'm Going To Channel My Inner Zoltan Pozsar Here"51:05 Why Working From Home Is A Permanent Trend57:09 Closing Thoughts On The Labor Market and The Fed1:02:14 Asset Allocation in Stocks, Bonds, and Crypto1:04:49 Outro
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).
Jim Bianco: Liquidity Spiral In The Bond Market Is Causing "Tremendous Stress" added by Herman James on 10/02/2022View all posts by Herman James ?+'