Jim Bianco, President of Bianco Research, discusses the health of the labor market, what's really driving the unemployment rate up to a 3-year high of 4.3%, the Fed's next moves, the outlook for stocks and bond yields, and Bitcoin.
 
*This video was recorded on August 1, 2024
 
0:00 - Intro
0:50 - Fed cut by September 
3:00 - Labor market
14:30 - Fed's mistake
19:15 - Stock market rotation
25:56 - AI bubble
30:40 - Bond yields outlook 
36:55 - Bullish stock sectors
38:15 - Bitcoin strategic reserve

Jim Bianco, President of Bianco Research, discusses the health of the labor market, what's really driving the unemployment rate up to a 3-year high of 4.3%, the Fed's next moves, the outlook for stocks and bond yields, and Bitcoin. *This video was recorded on August 1, 2024 0:00 - Intro 0:50 - Fed cut by September 3:00 - Labor market 14:30 - Fed's mistake 19:15 - Stock market rotation 25:56 - AI bubble 30:40 - Bond yields outlook 36:55 - Bullish stock sectors 38:15 - Bitcoin strategic reserve

Economy In Peril? Why Unemployment Is Soaring; Fed To Cause More Damage | Jim Bianco

Welcome to Talking Data: A series of podcasts hosted by Arbor Research featuring Jim Bianco of Bianco Research, Sam Rines and Petr Pinkhasov of Arbor Data Science.

We will host a series of discussions which will offer timely insights into macro data and its impact on the economy and markets.

Arbor Research &amp; Trading is an institutional research and brokerage firm that produces innovative research across a broad range of global fixed-income, equity currency, and commodity markets.

For further information on Arbor Research &amp; Trading please contact Gus Handler at gus.handler@arborresearch.com.

Business

Welcome to Talking Data: A series of podcasts hosted by Arbor Research featuring Jim Bianco of Bianco Research, Sam Rines and Petr Pinkhasov of Arbor Data Science. We will host a series of discussions which will offer timely insights into macro data and its impact on the economy and markets. Arbor Research & Trading is an institutional research and brokerage firm that produces innovative research across a broad range of global fixed-income, equity currency, and commodity markets. For further information on Arbor Research & Trading please contact Gus Handler at gus.handler@arborresearch.com.

Share Economy In Peril? Why Unemployment Is Soaring; Fed To Cause More Damage | Jim Bianco

Sign up to save your podcasts

Economy In Peril? Why Unemployment Is Soaring; Fed To Cause More Damage | Jim Bianco

Economy In Peril? Why Unemployment Is Soaring; Fed To Cause More Damage | Jim Bianco

More shows like Talking Data

Top Traders Unplugged

Macro Voices

The Meb Faber Show - Better Investing

Grant’s Current Yield Podcast

Real Vision: Finance & Investing

The Market Huddle

Macro Hive Conversations With Bilal Hafeez

Eurodollar University

The Grant Williams Podcast

Supply Shock

Wealthion - Be Financially Resilient

Forward Guidance

The Macro Trading Floor

The Julia La Roche Show

Thoughtful Money with Adam Taggart