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@biancoresearch Avatar @biancoresearch Jim Bianco

Jim Bianco has been discussing stress in the funding markets, specifically the repo market, which is experiencing a surge in demand and a decline in supply, leading to rising rates. He notes that this stress is driven by massive government spending and deficits, which need to be financed, and that the Fed's balance sheet shrinkage has contributed to the issue. The situation may require the Fed to take action, such as restarting quantitative easing.

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Social Influence

Social category influence finance #5341 cryptocurrencies XXXX% stocks XXXX% countries XXXX% technology brands XXXX% nfl XXXX% exchanges XXXX%

Social topic influence inflation #580, red 4.44%, federal reserve #159, stocks 2.22%, employees #82, target #2408, wall street 2.22%, $mstr #528, money 2.22%, $btc #847

Top accounts mentioned or mentioned by @piptrain @davewrose @technicaltrendf @commonsenseplay @gmillermortgage @profplum99 @tiggersdad2 @mindlessselfin @thedude69750960 @silver_buck @curtfinch @deanbaker @ezraklein @123mathman @mosbaekp @andreassteno @frontrowbrian @walterdeemer @realdonaldtrump @rmcintoshmusic

Top assets mentioned Strategy (MSTR) Bitcoin (BTC) Dell Technologies, Inc. (DELL) BlackRock Inc (BLK)

Top Social Posts

Top posts by engagements in the last XX hours

"@CurtFinch Does it I see an uptrend since Liberation Day that's doubled the year-over-year rate and is showing no signs of peaking"
X Link 2025-12-07T20:59Z 513K followers, XXX engagements

"How will more rate cuts fix this"
X Link 2025-11-22T05:08Z 512.8K followers, 130.6K engagements

"Investors yanked more than $XXX billion from the exchange-traded fund over the five weeks to Nov. XX according to data compiled by Bloomberg. With an additional $XXX million of redemptions on Thursday the ETF is now on pace for a sixth straight week of net outflows"
X Link 2025-12-05T12:44Z 513K followers, 49.2K engagements

"Williams's speech this morning dramatically changed the outlook for the December XX FOMC meeting. --- We have been arguing that the FOMC Voters view their role as changing and strongly signal that they will vote independently not fall into line with the Chairman's wishes. This is a positive development. So Fed watching is now akin to whip counting or tallying up the Voters' public comments to see which view has a majority (7) votes. The current tally looks like this: * X Voters have strongly signaled they do not want to cut rates next month (Barr Musalem Schmid Goolsbee Collins) * X Voters"
X Link 2025-11-21T14:07Z 513K followers, 217.8K engagements

"Good quote by @Claudia_Sahm and the title of the Bloomberg story is also correct: Fed watching is now about vote counting not dissecting what the Chairman says (and Powell has not spoken publicly since the October XX Press Conference). Dissents are the new forward guidance and it looks like a 7-5 vote to cut is coming in December. Fed Governor Chris Waller signaled the Fed is divided and we are about to see many dissents (from the Bloomberg story): On the group-think thing people who are accusing us of this get ready. You might see the least group-think youve seen from the FOMC in a long time"
X Link 2025-11-23T16:52Z 513K followers, 182.8K engagements

"@dpolner The government will never default. It will print worthless pieces of paper to pay you back. It's only about debasement"
X Link 2025-11-26T16:46Z 513K followers, 1060 engagements

"1/2 This chart illustrates the incredible stat reposted below. Blue is retail sales AFTER inflation almost no gain in X years. Orange is retail sales BEFORE (nominal) soaring as prices are much higher. How does cutting rates and pumping stocks fix this @profplum99"
X Link 2025-12-03T21:08Z 513K followers, 115.6K engagements

"From the repost below: The Fed MUST cut rates to "save" US consumers. More rate CUTS are coming into one of the hottest stock markets in history. Own assets or be left behind. -- Bankrate conducts a survey asking about the ability to cover a $1000 emergency: Only XX% of Americans say they could pay for a $1000 unexpected expense entirely from savings. XX% unable to do so without borrowing selling something or other means. -- XX% of the public (and maybe a lot more if Bankrate raised the threshold to $5k/$10k) cannot own assets because they don't have the means to buy them. So they believe"
X Link 2025-12-04T04:20Z 513K followers, 84.6K engagements

"Initial claims collapsed last week to a three-year low. The Bureau of Labor Statistics which compiles this report did not note any special factors. So as I highlighted in red all year the less-than-5-day workweeks distort this series. Last week was Thanksgiving. Previously these short workweeks resulted in a spike in claims but Thanksgiving week saw a collapse. Even if you adjust for this week for Thanksgiving the data still doesn't suggest the Fed should cut rates next week"
X Link 2025-12-04T13:59Z 513K followers, 40.4K engagements

"The 10-year yield has been in a downtrend of lower highs and lower lows since May highlighted below. It made its first higher low at the end of November and now at XXXX% it is on the verge of breaking out of this channel. Will it hold this channel again"
X Link 2025-12-05T18:46Z 513K followers, 165K engagements

"1/5 Revisiting the repost below .46% of the public said affordability is the worst they have ever seen. They are not wrong. What question were they answering The last time CPI inflation rose this much over five years was almost XX years ago"
X Link 2025-12-06T14:56Z 513K followers, 94.3K engagements

"Trump posted this earlier this afternoon. He expects the Supreme Court to rule against Tariffs"
X Link 2025-12-07T23:02Z 513K followers, 153.6K engagements

"The US 10-year yield has been in a downtrend since May (highlighted). Now it looks more like a breakout"
X Link 2025-12-08T16:28Z 513K followers, 137K engagements

"*US OCT. JOB OPENINGS 7.670M; EST. 7.117M Big jump in open jobs biggest "beat" over the estimate since 2023 (due to deporting undocumented workers and advertising for replacements) This measure says the number of open jobs is increasing. Why is the Fed cutting rates"
X Link 2025-12-10T00:39Z 513K followers, 26.8K engagements

"Layoffs have been a central talking point in the economy and the Labor Market due to the Challenger Gray and Christmas layoff reports in October and November. These were ANNOUNCED layoffs that will occur in the future. Some of them could be through attrition (when employees quit and the job isn't filled). Also because a company announces layoffs does not mean they will follow through on the entire amount. Often it is less than the announced amount. How about ACTUAL layoffs The JOLTS report (Job Openings Labor Turnover) measures this. As this chart shows October layoffs ("discharges") were NOT"
X Link 2025-12-10T01:19Z 513K followers, 26.8K engagements

"Of goodie Powell just invented a new inflation measure *POWELL: CORE PCE EX-TARIFFS MIGHT BE XXX% OR XXX% *POWELL: NON-TARIFF INFLATION NOT FAR FROM OUR X% GOAL The problem is taking out all the things that are going up and inflation is still not at its target. @donnelly_brent"
X Link 2025-10-29T18:57Z 512.8K followers, 79.6K engagements

"1/4 I assume Marks is referring to the 1-year forward P/E ratio for the S&P XXX the standard Wall Street valuation metric (which is closer to XX now but was XX a few weeks ago). Here is a long-term proxy for that . the Shiller Cyclically Adjusted Price/Earnings (CAPE) ratio back to 1881. It is a 10-year average of P/E/ ratios. At XX it is one of the highest readings ever even higher than 1929"
X Link 2025-11-16T22:05Z 512.8K followers, 122.4K engagements

"Trump points at Bessent "he's not going to take the job; he refused. You like Treasury right" Then "will go with a standard name." --- Berssent's arm-twisting will continue. If unsuccessful he picks Hassett. Trump is taking someone he knows Hassett works in the WH"
X Link 2025-11-18T19:37Z 513K followers, 83.2K engagements

"1/7 This analysis concludes by saying "something is seriously wrong with the housing market." Not based on this chart. tl:dr - New home sizes are falling to account for this spread falling below zero. Adjust for that and there is nothing to see here. Short 🧵"
X Link 2025-11-27T23:26Z 513K followers, 58.8K engagements

"Stats about $MSTR's NAV: * Negative since Nov XX . took a month to notice * Lowest NAV since Mar XX 2023 (SVB failure) * It reached -XXXXX% on May XX 2022 (Terra/Luna collapse) * Consistently negative for XX months (Jan XX to Aug 23) The peak of XXX% on November XX 2024. this was the height of BTC excitement over Trump's win"
X Link 2025-12-02T05:11Z 512.9K followers, 220.9K engagements

"Hassett (blue) has been wildly gyrating the last XX hours (85% to XX% to XX% to 76%). Warsh (orange) has been trading inversely (7% to XX% to X% to 18%). Below details an effort to get Trump to change his mind about Hassett. Only when Hassett trades below XX% is it serious"
X Link 2025-12-04T00:41Z 512.8K followers, 127.6K engagements

"* Nominal (before inflation) monthly retail sales totals are shown in red. This is the total money spent each month. * Real (inflation-adjusted) sales are in blue. This is a form of measuring unit sales (how much you are buying after inflation). The dashed lines are the linear trends calculated from the post-GFC period (Jun-09) to the COVID (Feb-20) period. Inflation-adjusted sales are back on their pre-COVID trend. However nominal sales are well above their pre-COVID trend. This is another way that the dollars spent are rising faster than the units bought. It costs more to buy the same"
X Link 2025-12-04T03:20Z 512.9K followers, 19.9K engagements

"Of the 153k job cuts in October roughly half were: 44k from Amazon as they automate their warehouse operations 15k was from Intel because they cant compete with Nvidia 12.5k was from Dell If rates were cut to X months ago these layoffs wouldve still occurred"
X Link 2025-12-05T12:55Z 513K followers, 49.7K engagements

"2/2 Since April 2023 (the last X 1/2 years) the rolling 12-month total of non-DOGE layoffs averaged 720k (dashed blue line). In Nov it was 901K. This extra 181k above the average is 15k/month in extra ANNOUNCED layoffs. Is an extra 15K/month in layoffs above its recent average enough to cut the rate by XX bps (Sept and Oct) and adding another XX bps cut next week Are these 15k/month at risk of losing their job more important than XX million people who say affordability is the worst they have ever seen (46% of XXX million working age people per the political poll y'day)"
X Link 2025-12-05T17:43Z 512.8K followers, 12.2K engagements

"Long-suffering Chicago Bears fan here . so now they have the best record in the NFC. Which of these two ways is the correct way to pronounce your support for the Bears (both have exactly the same meaning) "Let's go Bears" "Green Bay Sucks""
X Link 2025-12-05T20:18Z 513K followers, 25.7K engagements

"@piptrain Why are they stimulating demand after a XX% rise in prices (CPI since Apr 2020) over the last X years and an inflation rate that cannot get below X% The public is spitting mad about affordability and the Fed is trying to create more demand which risks worsening it"
X Link 2025-12-07T18:57Z 512.9K followers, XXX engagements

"@MindlessSelfIn @tmaxftw You're starting with a conclusion and torturing logic to make it fit"
X Link 2025-12-08T05:08Z 513K followers, XX engagements

"@stevehou @tracyalloway Similar We used to call them junk bonds Now theyre high yield"
X Link 2025-12-09T05:40Z 512.9K followers, XXX engagements

"@MathHashtag BTC Maxis favorite TV show"
X Link 2025-12-08T05:12Z 513K followers, XXX engagements

"Mid-year update We review the performance of the Bianco Research Total Return Index and the ETF that tracks it the WisdomTree Bianco Fund (WTBN). Also the fair value of bonds and why Trump's demand that the Fed cut rates can lead to higher LT yields"
X Link 2025-07-08T12:58Z 513K followers, 242.7K engagements

"The average Spot BTC ETF holder is now in the red"
X Link 2025-11-20T18:17Z 513K followers, 301.3K engagements

"The chart above shows the Market Cap (MC) of $MSTR relative to the value of the $BTC it holds. It is NOT Enterprise Value (EV) to $BTC. EV is MC plus outstanding debt and preferred stock. It shows the MC premium/discount of $MSTR to the $BTC it holds. (benchmarked around X% not XXXX like other measures. I believe this is a more intuitive way to look at it.) Yesterday the market assigned a value to $MSTR that was XX% LESS THAN its $BTC holdings. -- Using either MC or EV to compare against the value of its $BTC holdings is no more right or wrong than the other. They both have strengths and"
X Link 2025-12-02T18:20Z 513K followers, 16.3K engagements

"Politico released a poll this morning with these alarming results: --- Almost half XX percent say the cost of living in the U.S. is the worst they can ever remember it being a view held by XX percent of 2024 Trump voters. Americans also say that the affordability crisis is Trumps responsibility with XX percent saying it is his economy now and his administration is responsible for the costs they struggle with. --- You would be correct to say the rate of inflation was worse in 2022 when it hit X% but I think the poll respondents are answering a different question: they're talking about the"
X Link 2025-12-04T13:53Z 513K followers, 176.5K engagements

"4/5 And economists will publish papers on inflation to tell normies they are wrong. Those papers will look like this"
X Link 2025-12-06T14:56Z 513K followers, 13.7K engagements

"5/5 The largest employer of economists in the world the Federal Reserve needs to take this affordability problem seriously. They will say they are but how does the cutting rates fix this problem The chairman's pronouncement that "inflation expectations remain well contained" does not make it so. It never has and never will (see "transitory.") The Fed needs to really explain what it is doing about the affordability problem because the fix seems to be bringing the inflation rate down to X% for an extended period. A X% rate of inflation five years after COVID (and a XX% price rise) is not "close"
X Link 2025-12-06T14:56Z 513K followers, 14.9K engagements

"@PeterSchiff Yelling at people that they're wrong about affordability is the worst possible strategy. Why Trump continues to do this is inexplicable"
X Link 2025-12-06T17:17Z 513K followers, 15.5K engagements

"(earlier today) *JPM CEO JAMIE DIMON SAYS EUROPE HAS A REAL PROBLEM *JPM CEO JAMIE DIMON SAYS EUROPE IS VERY BUREAUCRATIC *JPM CEO JAMIE DIMON SAYS WEAK EUROPE IS BAD FOR THE US He is not wrong. Europe's problems began in 2008; its response to the global financial crisis made it impossible to grow. The world passed them by. Now Europe is such a mess that it can be argued it is dragging the world down"
X Link 2025-12-06T22:27Z 513K followers, 65.4K engagements

"Trump's advisors are urgently telling the President to stop yelling at people about affordability/inflation ("it's a scam" or " a con") and take these concerns seriously. --- Problems with Trump shifting * It's not easy to fix. It will take time and harsh policies to bring inflation down to say X% for a few years so that wages can catch up with the current price level. * CPI is up XX% since the end of the COVID recession (April 2020) the largest such rise in XX years. The current price level is squeezing the American public leaving them unhappy which is hurting Trump's approval rating."
X Link 2025-12-07T15:58Z 513K followers, 117.1K engagements

"@DonMiami3 The German 30-year yield is the highest since 2011. The Japanese 30-year yield is far and away the highest this century"
X Link 2025-12-07T21:17Z 513K followers, 35.4K engagements

"For Jim Bianco president of Bianco Research its a signal that bond traders are worried that the Fed is cutting rates even as inflation remains stubbornly above its X% target and the economy keeps defying recession fears. The market is really concerned about the policy said Bianco. The concern is that the Fed has gone too far.If the Fed continues to cut rates the mortgage rates will go vertical he added"
X Link 2025-12-08T02:05Z 513K followers, 116.3K engagements

"Sovereign Wealth Funds (SWF) are NOT smart money. They are giant pools of money managed by Gov't employees. Might as well take your investment advice from Trump. - The rolling 5-day SUM of IBIT flows (bottom) has not seen inflows since Oct XX (Fed meeting). SWF buyers offset"
X Link 2025-12-08T05:00Z 513K followers, 108.8K engagements

"@EricBalchunas NYSE hours are XXX hours/day (27%). "After dark" is XXXX hours/day (73%). Since $BTC is global holding it for XX% of the day should yield more returns than keeping it for XX% of the day. But selling/buying XXX% of AUM every day will generate significant slippage"
X Link 2025-12-09T22:00Z 513K followers, 2788 engagements

"Long-bond yield highest since September 8th (red line)"
X Link 2025-12-05T19:31Z 513K followers, 87.7K engagements

"1/2 * Blue is the public's view of inflation expectations. It is very high. The Fed might describe it as "unanchored." * Orange is the outlook from bond traders. It remains "well contained" in Fed Speak. Powell includes this standard language near the beginning of every press conference. Here is the October XX 2025 version. We understand that our actions affect communities families and businesses across the country. Everything we do is in service to our public mission. We at the Fed will do everything we can to achieve our maximum employment and price stability goals. Which measure should"
X Link 2025-12-07T20:44Z 513K followers, 24.5K engagements

"Apparently per this exclusive from the FT the Fed Chairman race is not yet over even though Trump strongly hinted it was over last month. The betting market is reacting. --- Trump today (from the FT) Trump addressed the Fed selection with journalists on Air Force One after the Financial Times reported the final round of meetings. Were going to be looking at a couple different people but I have a pretty good idea of who I want the president said. Trump last month: On Nov XX 2025 Trump said in the Oval Office I think I already know my choice when asked about who would replace Jerome Powell as"
X Link 2025-12-10T04:18Z 513K followers, 46.2K engagements