Get Used to 4% Inflation and 4 5% Interest Rates, Says Jim Bianco

Рет қаралды 8,703

16 күн бұрын

Jim Bianco’s conclusions from today’s Fed meeting:
- “get used to 3-4% inflation & 4-5% interest rates”
- no signs of U.S. recession… the theory that the actual labor market is weaker than official payrolls is WRONG (Powell referenced this theory today)
- with stock market at all-time highs, it’s clear that the Fed hasn’t broken anything yet
- much more!
Recorded this afternoon (June 12) shortly after conclusion of Fed Chair Jay Powell’s press conference.

Пікірлер: 42

@winstonwolfe2537 14 күн бұрын

Bianco is the most sophisticated macro commenter out there. I always listen when he speaks.

@pch5938 13 күн бұрын

Not sure how this would fit into your analysis, but just FYI. Down here in South Florida, In the home depot parking lots, I can pick from up to 20 to 30 guys that will work all day for $40. Used to have to pay $100. That's deflation. None speak English mostly Creole. People like ing up to 3 families in one house. We used to call them flop houses in the 80's. Just people flopping on the couch. Not sure if all this firs into the conversation, but I thought I would throw it out there.

@BUY_YOUTUB_VIEWS_819 13 күн бұрын

Always coming back to your channel

@bruceroozdar9156 13 күн бұрын

Great conversation! Thanks Jim

@miguelleiva897 13 күн бұрын

After yesterday's meeting, I'll stick with what I've been saying all year. The fed is not going to cut rates this year if they do cut, I give inflation 2 quarters before everyone starts panicking again we already know which ever president comes in is going to spend a lot of money aka physical policy

@adambakkam1527 13 күн бұрын

Commercial real estate like the multi-family apartments will come for refinancing soon. Once they refinance at a higher rate, rents will starting going up and will show up in the CPI. So 4% inflation sounds reasonable.

@LPJCP 13 күн бұрын

If Mr Bianco is correct TIPS are significantly underpriced versus conventionals.

@pepitogrilho 12 күн бұрын

Thank you Jack & Jim. Have learnt more than reading A LOT by other means

@MaxPower-11 13 күн бұрын

Well, with the 10-year sitting at around 4.2%, the market certainly doesn’t think we’re looking at a long term inflation rate of ~4%.

@Fast5322 13 күн бұрын

Bitcoin is on its way to breaking records, getting closer to hitting new high prices, showing that it's gaining more value and could go even higher than we've seen before. This could mean great things for people looking to invest, suggesting now might be a good time to get involved before it jumps even higher. It's an exciting moment that could change the game in general...managed to grow a nest egg of around 2.3Bitcoin to a decent 27Bitcoin....At the heart of this evolution is Linda Wilburn, whose deep understanding of both cryptocurrency and traditional trading has been instrumental. Her holistic approach to investment and commitment to staying abreast of market trends make her an invaluable ally in navigating this new era in cryptocurrency investment.

@Fast5322 13 күн бұрын

Linda Wilburn program is widely available online.

@paolobernardi6835 13 күн бұрын

Jim always so good

@CristianEnacheRealtor 13 күн бұрын

Who needs lower mortgage rates? 1% Who needs lower home prices? 99% ⏰️ It's time to wake up⏰️ #GTAOntario

@dwaynehunt3714 14 күн бұрын

I like he pointing out the discrepansie between government and Fed😂.Me feeling him street vs the establishment.Making 3K year..

@Josephbasta827 12 күн бұрын

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@Charlottehornets4 12 күн бұрын

I'm surprised that you just mentioned Natalie Strayer here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.

@Jessecote875 12 күн бұрын

Natalie Strayer has really set the standard for others to follow, we love her here in Canada 🇨🇦 as she has been really helpful and changed lots of life's

@carolynvo7802 12 күн бұрын

I'm a long term investor, I withdrew my profits of over £61,000 during the covid-19 pandemic.

@Rodriguezpaul-9 12 күн бұрын

This sounds so good and I would like to be a party to it, is there any way I can speak with her?

@Scottweeier846 12 күн бұрын

Her good reputation already speaks for her .I’m also one of the beneficiary of Natalie Strayer. So happy I gave it a trial after being skeptic of the process.

@theinflationsituation8870 13 күн бұрын

You the man, JB! I'm buying the Blackhawks and bringing Kaner back. 😉

@alexjflow 13 күн бұрын

Bianco is being disingenuous in his comments about Powells remarks about the PCE target. I’m glad the host called him out.

@ssuwandi3240 13 күн бұрын

Why some said 3.3% not 5.4% CPI in shelter?

@adambakkam1527 13 күн бұрын

Much of the recovery from 2008 is on the back of the seniors who invested in fixed income. Now they are getting something and I hope we don't go down to 2.5 or even scary 0%. Seniors need 4.5 % on their savings.