Jim Bianco

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President of Bianco Research LLC. We specialize in macro analysis for institutional investors.

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Tweet May 5, 2023

1/1 Bloomberg headline: *US BANK DEPOSITS FALL BY $12.5B IN WEEK ENDED APRIL 26 I think this is misleading as there is a lot of confusion on how to read the H8 deposit data. 🧵to explain. @BobEUnlimited

by Jim Bianco

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Tweet Apr 17, 2023

1/11 Tomorrow, April 18, is the deadline for filing taxes in the US. This event greatly impacts bank deposits. History suggests $250 billion can flow from bank accounts to pay taxes in the next few weeks. This will push the deposit drawdown to a n

by Jim Bianco

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Tweet Jan 2, 2023

1/9 🧵above this "doom chart" that FinTwit likes to send around. It is not what you think, the Fed change the accounting making this chart highly misleading. So, what does it really mean? ... @LynAldenContact twitter.com/biancoresearch/status/160

by Jim Bianco

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Tweet Dec 18, 2022

1/22 As this chart shows, there is a big difference between what the market and the Fed think. And this divergence will define the first part of 2023 trading. A 🧵to explain twitter.com/biancoresearch/status/1604582587657293830/photo/1

by Jim Bianco

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Tweet Oct 9, 2022

1/9 Yesterday I went over the RRP program. In today's thread, how does it relate to QT. Bottom line, the Fed is hoping QT will cause short rates to rise, "encouraging" RRP to flow back into banks and "offset" the QT liquidity drain. That's the the

by Jim Bianco

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Tweet Apr 30, 2022

1/5 The $BRK meeting is starting. Is Uncle Warren the greatest ever? I say yes. But has Warren also been the equivalent of Michael Jordan on the Wizards, or, a shell of his former self that is getting hard to watch? Yes to this as well. 🧵to ex

by Jim Bianco

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Tweet Mar 27, 2022

1/21 Why do we have inflation? Why is it persistent? And why the Fed has no choice but to address this problem? And if it means hiking and hiking risking lower asset prices and/or a recession, so be it. Not dealing with inflation would be worse

by Jim Bianco

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Tweet Jan 9, 2022

1/14 In some respects, what happened in bond markets last week was epic, something we might be talking about for many years. A thread to explain

by Jim Bianco

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Tweet Oct 16, 2021

1/13 The supply chain is running at capacity and cannot keep up with overstimulated demand thanks to 18 mos of fiscal/mon priming. This suggests the fix is not expanding supply, hard in the ST, but to raise prices high enough to reduce demand. A

by Jim Bianco

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Podcast episode Jun 15, 2022

How Bad will Inflation Get? | Jim Bianco

by David Hoffman and 2 others

Podcast episode Mar 13, 2022

Fed Faces "Debt Death Spiral" While Inflation Soars | Luke Gromen & Jim Bianco

by Jack Farley and Jim Bianco

Video Feb 26, 2022

Jim Bianco (Russia/Ukraine End Game, Will Fed Still Tighten? Yield Curve Analysis)

by George Gammon and Jim Bianco

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