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Jim Bianco

@biancoresearch06.bsky.social

Macro investment research at biancoresearch.com Our total return index is at biancoadvisors.com The ETF WTBN tracks our Index. biancoresearch.eth

Posts Replies Media

Jim Bianco @biancoresearch06.bsky.social · 05/03/2026

This took $BTC down 5% in an hour, now under $65k

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Jim Bianco @biancoresearch06.bsky.social · 04/03/2026

CPI and PPI translations into PCE suggest core prices in January rose around 0.43%, give or take. That would be the highest month-over-month reading since February (which was +0.448%) and annualizes to 5.3%. It corresponds to a 3.1% y/y rate, the highest since March 2024.

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Jim Bianco @biancoresearch06.bsky.social · 04/03/2026

The SPX is now down ~2.5%. As the red annotations show, the 10-year yield is 5 bps lower to 4.06%. Bonds are being bought as crash insurance. This probably means stocks have to crash to keep bonds from trading back to 4.11%.

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