• Introduces Jim Bianco to discuss yields and what the bond market is signaling.
    Host 1
  • Jim Bianco
    To understand yield direction, look at nominal GDP (real growth + inflation). The bond market fears more inflation than growth slowdown, causing yields to rise.
    Rate cuts priced before the war have disappeared, with small chances of rate hikes now priced. The resilient economy means added inflation pressure.
  • Asks if recent dollar strength is flight to safety or a directional change.
    Host 2
  • Jim Bianco
    Dollar strength is largely flight to safety, seen alongside gold/silver and emerging market currency weakness.
    In periods of stress, global investors first move money into dollars before assessing the situation.
  • Asks about global rate trends and ECB/BOJ hawkishness pulling up U.S. rates.
    Host 3
  • Jim Bianco
    Absolutely concerned - global inflation problem was pre-war, now exacerbated, with Europe pricing in three more rate hikes.
    Rates will continue moving up until war ends and shipping resumes. All indicators point to more nominal growth driven by higher global inflation.
  • Asks when markets might price in inflation plus growth hit (stagflation).
    Host 4
  • Jim Bianco
    Current situation mirrors 2022 - inflation rose to 9% while growth fell slightly, causing Fed to hike rates 0-4% and 10-year yields to rise 3 percentage points.
    We've seen this story before - more inflation than growth slowdown. Now it's tankers (not container ships) causing supply problems.
© 2025 - marketGuide.cc About Us, and Privacy

We tailor state-of-the-art business-driven information technology.

bitMinistry