Jim Bianco on Jackson Hole and the Fed’s Next Move
Автор: Piper Sandler
Загружено: 2025-08-24
Просмотров: 725
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In this episode of What’s Next for Markets?, Michael Kantrowitz is joined by Jim Bianco, President and Macro Strategist at Bianco Research, for a wide-ranging conversation on the Fed, markets, and the bigger forces shaping the economy. Fresh off Jackson Hole, Michael and Jim dig into Jerome Powell’s latest message, the tension between inflation risks and a weakening labor market, and how immigration plays into the Fed’s calculus.
They also tackle the bond market’s reaction, the rise of retail traders and zero-day options, the persistent struggles of small caps versus large caps, and why housing affordability remains stuck in crisis mode. Jim explains why he believes we’re in a permanently different post-COVID economy, what that means for rates and inflation, and why productivity and demographics may hold the key to the next cycle.
Whether you’re focused on yields, earnings, or market structure, this conversation is packed with insights on how to navigate today’s crosscurrents.
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