Jim Bianco

The U.S. stock market is facing two realities: as artificial intelligence (AI) behemoths drive the broader S&P 500 to impressive heights, the rest of the market is stalling, resulting in a "historic concentration" not seen in over a century, where the 500 index stocks without AI-related...

Bianco Research President Jim Bianco on Friday pointed out that crypto is on track to be the worst-performing asset class of 2025, if the top two cryptocurrencies, Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH), close the year in the red. BTC, ETH's 2025 So Far Bitcoin, which was at $93,463 at...

While the U.S. Dollar and Treasury yields have moved in the same direction in the past, this pattern has seen a significant divergence since April 2025, affecting the long-standing relationship between these asset classes. What Happened: According to the data, since the “Liberation Day...

This ace institutional investor — a former head of research at Nomura and Bridgewater Associates and served as a managing director at Goldman Sachs — says he has “never before observed” the trio of falling equities, rising long-term Treasury yields, and declining short-term yields. What...

The U.S. Dollar Index Spot slipped below 98 points for the first time in over three years on Monday, while the 10-year Treasury yields were steady around 4.35%. Experts describe this divergence as the measure of stress in markets." What Happened: The U.S. Dollar Index slipped 1.20% to 98.211 during...

Matt Hougan, Chief Investment Officer at Bitwise Asset Management, refuted an analyst’s claim that investment advisors were not buying Bitcoin (CRYPTO: BTC) spot exchange-traded funds in great numbers. What Happened: In a post on X Monday, Matt Hougan challenged the views of macro...

Jim Bianco of Bianco Research has pointed to the Bank of Japan’s unexpected interest rate hike as the primary catalyst for a significant global market downturn in the beginning of the week. What Happened: According to Bianco, the central bank’s decision to raise rates to 0.25% on July...

Investors should blame the Bank of Japan, not the Federal Reserve, for Monday’s sharp decline in global markets, an economist says. The plummet, which led to the greatest losses in the Dow Jones Industrial Average and the S&P 500 in almost two years, was caused by the unwinding of the...

Jim Bianco, founder of Bianco Research, has cast a critical eye on the recent popularity of spot Bitcoin ETFs, painting a picture of these instruments as potentially hindering, rather than helping, the growth of a decentralized financial system. What Happened: Bianco’s primary observation...

In a recent interview with CNBC, top Wall Street analyst Jim Bianco projected the 10-year Treasury yield to rise up to 5.5% in 2024, reaching the highest level since May 2001. The president and macro strategist of Bianco Research, expected a more hawkish Fed approach and an unexpectedly...

Jim Bianco, President of Bianco Research LLC, has criticized Treasury Secretary Janet Yellen for her take on how a pullback in lending could be a substitute for further interest rate hikes. "I cannot tell you how much I detest this thinking. It’s akin to saying the guy with the blowtorch in...

Jim Bianco, the President of Bianco Research LLC, reportedly said he would choose two-year treasury notes over the Nasdaq Composite index, given the attractive yield and the uncertainty surrounding the economy. Bianco also stated the next rate hike is going to be determined by what would be the...

Market forecaster Jim Bianco, president and Macro Strategist at Bianco Research, pointed out that the S&P 500's movement over the last week has shown a lot of reversals. What Happened: Bianco's comments came in the backdrop of a positive day for the markets. On Thursday, major Wall Street...

Market forecaster Jim Bianco, president and macro strategist at Bianco Research, explained how the rally in the S&P 500 index during the early part of the year was mostly led by a couple of stocks and did not represent the broader market performance. "On February 2 (the day after the Fed...

Market forecaster Jim Bianco, President and Macro Strategist at Bianco Research, reportedly said Wednesday’s Federal Open Market Committee (FOMC) minutes were hyped and asserted that cash is no longer trash given the current interest rate regime where it could suck away money from the stock...