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#133 Jim Bianco On Why The 10-Year Treasury Yield Could Hit 5.5%, Implications For Stock Market, And Concerns About The Bitcoin Spot ETF

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Manage episode 394268634 series 3510102
Content provided by Julia La Roche. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia La Roche or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

Links:

BiancoResearch.com

BiancoAdvisors.com

twitter.com/BiancoResearch

Timestamps

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

  continue reading

180 episodes

Artwork
iconShare
 
Manage episode 394268634 series 3510102
Content provided by Julia La Roche. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia La Roche or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

Links:

BiancoResearch.com

BiancoAdvisors.com

twitter.com/BiancoResearch

Timestamps

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

  continue reading

180 episodes

All episodes

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