[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @biancoresearch Jim Bianco Jim Bianco has been discussing inflation, mentioning that despite initial hopes that it would subside, core inflation is at a 30-year high and goods inflation is rising. He also touches on the Federal Reserve's potential responses, suggesting that rate cuts might not help alleviate economic problems and could instead fuel a wealth-driven inflationary rise. Additionally, Bianco has been commenting on the growing concern of an AI bubble and its potential impact on the market. ### Engagements: XXXXXXX [#](/creator/twitter::188369814/interactions)  - X Week XXXXXXXXX -XX% - X Month XXXXXXXXX +33% - X Months XXXXXXXXXX -XX% - X Year XXXXXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::188369814/posts_active)  - X Week XX +4.20% - X Month XXX -XXXX% - X Months XXX -XX% - X Year XXXXX +12% ### Followers: XXXXXXX [#](/creator/twitter::188369814/followers)  - X Week XXXXXXX +0.33% - X Month XXXXXXX +0.95% - X Months XXXXXXX +4.70% - X Year XXXXXXX +18% ### CreatorRank: XXXXXXX [#](/creator/twitter::188369814/influencer_rank)  ### Social Influence [#](/creator/twitter::188369814/influence) --- **Social category influence** [finance](/list/finance) #3941 [cryptocurrencies](/list/cryptocurrencies) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [social networks](/list/social-networks) XXXX% [celebrities](/list/celebrities) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [inflation](/topic/inflation) #338, [rates](/topic/rates) #18, [shutdown](/topic/shutdown) #790, [stocks](/topic/stocks) #611, [has been](/topic/has-been) #406, [fed](/topic/fed) #317, [employees](/topic/employees) #580, [asap](/topic/asap) #396, [$mstr](/topic/$mstr) #56, [sampp](/topic/sampp) XXXX% **Top accounts mentioned or mentioned by** [@niccarter](/creator/undefined) [@gmillermortgage](/creator/undefined) [@grok](/creator/undefined) [@truflation](/creator/undefined) [@piptrain](/creator/undefined) [@bloombergtv](/creator/undefined) [@nicktimiraos](/creator/undefined) [@levenson_david](/creator/undefined) [@reutterdavid](/creator/undefined) [@jllcam12](/creator/undefined) [@daleevans22611](/creator/undefined) [@rymondinckenya](/creator/undefined) [@jerzytommy](/creator/undefined) [@carlos0xai](/creator/undefined) [@markhalperin](/creator/undefined) [@epsilontheory](/creator/undefined) [@tozgokmen](/creator/undefined) [@garbageliberty](/creator/undefined) [@bostonxpat](/creator/undefined) [@giveusarms](/creator/undefined) **Top assets mentioned** [Strategy (MSTR)](/topic/$mstr) [Goldman Sachs (GS)](/topic/goldman-sachs) [Bitcoin (BTC)](/topic/$btc) ### Top Social Posts [#](/creator/twitter::188369814/posts) --- Top posts by engagements in the last XX hours "AI Inflation and the Feds Blind Spot With Jim Bianco & Jeremy Schwartz via @YouTube" [X Link](https://x.com/biancoresearch/status/1977367968657870894) [@biancoresearch](/creator/x/biancoresearch) 2025-10-12T13:37Z 497.5K followers, 51.3K engagements "1/8 In this post about rising inflation some replies suggest that housing prices are falling which will help hold down inflation. The problem is that most metrics are saying home prices are booming to all-time highs. This is why we have an "affordability" crisis. 🧵" [X Link](https://x.com/biancoresearch/status/1962277116369575989) [@biancoresearch](/creator/x/biancoresearch) 2025-08-31T22:11Z 497.5K followers, 226.7K engagements "1/2 The Atlanta Fed GDPnow was updated today. Unchanged at 3.8%. The only update was based on the New Orders from the non-manufacturing (or services) ISM report. The rest of the update did not happen because it was government data. They also noted that this series will not be updated again until the Government reopens and data starts getting released again. For the moment we are currently stuck at XXX% on this metric" [X Link](https://x.com/biancoresearch/status/1975708110732894684) [@biancoresearch](/creator/x/biancoresearch) 2025-10-07T23:41Z 497.5K followers, 38.9K engagements "CPI will be released Oct XX at 7:30 AM CT even if the shutdown is not over Why See below" [X Link](https://x.com/biancoresearch/status/1977188806693732444) [@biancoresearch](/creator/x/biancoresearch) 2025-10-12T01:45Z 497.5K followers, 80.3K engagements "I'm old enough to remember when $MSTR (formerly MicroStrategy) was the most important stock in the US. As the chart shows it is now down X% on the year. On August XX $MSTR changed its name to Strategy and it is now down XX% since then" [X Link](https://x.com/biancoresearch/status/1979192457477648835) [@biancoresearch](/creator/x/biancoresearch) 2025-10-17T14:27Z 497.5K followers, 111.8K engagements "1/4 JP Morgan has identified XX "AI-Related" stocks. As this chart shows they are now XX% of the S&P 500" [X Link](https://x.com/biancoresearch/status/1975238818073874791) [@biancoresearch](/creator/x/biancoresearch) 2025-10-06T16:36Z 497.5K followers, 280.5K engagements "In the last week some heavy hitters have warned about an AI bubble. Jeff Bezos = Amazon David Solomon = Goldman Sachs Roger McNamee = Elevation Partners And below is Sam Altman Founder of OpenAI (ChatGPT) From the article Of course when Altman makes these prophecies about AI hes also hyping it up. And perhaps part of why he can seem so nonplussed about impending catastrophes financial or existential is that hes convinced that his company will be the one that comes out the other side stronger. Right after warning of a bubble in August Altman acknowledged that someone will lose a phenomenal" [X Link](https://x.com/biancoresearch/status/1975421301633294710) [@biancoresearch](/creator/x/biancoresearch) 2025-10-07T04:41Z 497.5K followers, 138.3K engagements "1/2 Trump posted this about XX minutes ago" [X Link](https://x.com/biancoresearch/status/1977424781722181879) [@biancoresearch](/creator/x/biancoresearch) 2025-10-12T17:23Z 497.5K followers, 348K engagements "2/2 $BTC mooning on the news" [X Link](https://x.com/biancoresearch/status/1977424798360944687) [@biancoresearch](/creator/x/biancoresearch) 2025-10-12T17:23Z 497.5K followers, 54.2K engagements "Bonds because the Fed needs to cut rates more" [X Link](https://x.com/biancoresearch/status/1977889695641055451) [@biancoresearch](/creator/x/biancoresearch) 2025-10-14T00:10Z 497.5K followers, 146.4K engagements "1/3 The September CPI was supposed to be released today. Instead it will be released on October XX even if the government shutdown is not over. What follows are a couple of private sector data series to get a handle on inflation. The bottom line is that the Fed is currently ignoring the problem because it wants to cut rates. Daily CPI Measures Two websites that scrape the internet for prices and compile a type of daily CPI are Truflation and Pricestats. The scrape millions of prices from websites like Amazon and Walmart. The following chart aligns three measures from Pricestats and Truflation" [X Link](https://x.com/biancoresearch/status/1978526250927788476) [@biancoresearch](/creator/x/biancoresearch) 2025-10-15T18:19Z 497.5K followers, 133.7K engagements "3/3 In other words five years past the COVID shutdown core inflation is at a 30-year high and goods inflation is rising thanks to tariffs taking overall inflation higher with it.Yes inflation remains a problem" [X Link](https://x.com/biancoresearch/status/1978526255852003459) [@biancoresearch](/creator/x/biancoresearch) 2025-10-15T18:19Z 497.5K followers, 17.9K engagements "@RobVanBatenburg Look at the price level of inflation swaps. It expects more than X% inflation. and this is with falling gasoline prices. Over the next four years inflation is expected to be above 2.5%" [X Link](https://x.com/biancoresearch/status/1978533116357566799) [@biancoresearch](/creator/x/biancoresearch) 2025-10-15T18:47Z 497.5K followers, 23.9K engagements "The bond market is approaching an important point in the wedge pattern. Will it hold again Standard technical analysis suggests wedge patterns are "continuation" patterns . a pause in the larger trend. In this case a pause in the larger yield uptrend that began in 2020" [X Link](https://x.com/biancoresearch/status/1978537067517796590) [@biancoresearch](/creator/x/biancoresearch) 2025-10-15T19:02Z 497.5K followers, 116.5K engagements "The last 20+ years" [X Link](https://x.com/biancoresearch/status/1979346824952713662) [@biancoresearch](/creator/x/biancoresearch) 2025-10-18T00:40Z 497.5K followers, 61.9K engagements "Back in August I suggested that cutting mortgage rates was not going to lessen the housing affordability problem. Cutting mortgages was only going to push housing prices higher. Detailed here. The repost below higher prices are now happening" [X Link](https://x.com/biancoresearch/status/1975245667120652761) [@biancoresearch](/creator/x/biancoresearch) 2025-10-06T17:03Z 497.5K followers, 40.2K engagements "What's next for Silver" [X Link](https://x.com/biancoresearch/status/1975942327207162018) [@biancoresearch](/creator/x/biancoresearch) 2025-10-08T15:12Z 497.5K followers, 150.8K engagements "They are calling back some BLS employees as essential to release the September CPI report. Don't read conspiracy theories that Trump knows the report is bond bullish so he wants to run it out ASAP. The reason is the government fiscal year end is September XX so they need the September CPI to determine Cost-of-Living-Adjustments (COLAs) for social security disability and other such programs. Old people relying on government checks vote in huge percentages higher then any other cohort. No politican wants to upset them" [X Link](https://x.com/biancoresearch/status/1976477366617768221) [@biancoresearch](/creator/x/biancoresearch) 2025-10-10T02:38Z 497.5K followers, 327K engagements "4/6 Cash being parked in the New York Fed Reverse Repo Facility ( RRP) sink almost every day is now nearing zero. And as the arrow below shows it has really started diving toward zero several weeks ago. The RRP is about ten years old. This facility allowed market participants to park cash at the New York Federal Reserve in exchange for competitive interest rates. That rate is currently set XX basis points below the top end of the Federal Reserves target rate. Today the target range is XXXX% to XXXX% so the RRP rate is 4.00%. The purpose of this facility is to drain excess funds from the" [X Link](https://x.com/biancoresearch/status/1979601317577343207) [@biancoresearch](/creator/x/biancoresearch) 2025-10-18T17:31Z 497.5K followers, 11.8K engagements "6/6 The signal from the funding market and bank stocks was that they are worried the Fed drained too much liquidity from the system (QT) and it is not clear whether they appreciate it the risk of another round of QE or how to fix it" [X Link](https://x.com/biancoresearch/status/1979601321675170047) [@biancoresearch](/creator/x/biancoresearch) 2025-10-18T17:31Z 497.5K followers, 54.2K engagements "It is incredible that it was allowed to get this bad. And today they got a $XX billion loan from the central bank to continue to exist" [X Link](https://x.com/biancoresearch/status/1636252721123676161) [@biancoresearch](/creator/x/biancoresearch) 2023-03-16T06:27Z 496.7K followers, 52.2K 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](https://x.com/biancoresearch/status/1942569031275536451) [@biancoresearch](/creator/x/biancoresearch) 2025-07-08T12:58Z 497.5K followers, 180.5K engagements "Trump is back with another "truth" today making the point I detail yesterday (retweet below). Trump argues that the US should have the lowest rate because it has the best credit. I might agree with Trump; the US is the best sovereign CREDIT in the world. Credit quality however is a relatively minor factor in determining sovereign yields. Nominal growth inflation expectations and supply determine sovereign yields. The rest of his arguments are the same arguments for high nominal growth higher inflation expectations and BBB has many worried about more supply. All these points to higher yields." [X Link](https://x.com/biancoresearch/status/1943345682607116632) [@biancoresearch](/creator/x/biancoresearch) 2025-07-10T16:24Z 497.1K followers, 123.3K engagements "@givelivegrow @RobVanBatenburg I have never said they have to print. The printing cycle is over. If they repeat it it destroys the financial markets" [X Link](https://x.com/biancoresearch/status/1978549748521930997) [@biancoresearch](/creator/x/biancoresearch) 2025-10-15T19:53Z 497K followers, XXX engagements "@dtsr52pw If true cutting rates won't help those hiding economic problems. But the risk is high that rate cuts overheat the "financial channel" worsening inequality and potentially feeding a wealth-driven inflationary rise" [X Link](https://x.com/biancoresearch/status/1978809116043640888) [@biancoresearch](/creator/x/biancoresearch) 2025-10-16T13:03Z 496.9K followers, XXX engagements "@FinalSettler What is the problem and how does cutting rates fix this" [X Link](https://x.com/biancoresearch/status/1978818858321433019) [@biancoresearch](/creator/x/biancoresearch) 2025-10-16T13:42Z 497.1K followers, XXX engagements "@zugzwangE4 Half the country has little to no assets; they rent and live paycheck to paycheck. The risk is mooning financial markets creating a massive wealth-driven infaltion boom that hurts them" [X Link](https://x.com/biancoresearch/status/1978819216712007753) [@biancoresearch](/creator/x/biancoresearch) 2025-10-16T13:44Z 497.1K followers, XXX engagements "@stored_alpha" [X Link](https://x.com/biancoresearch/status/1979381784057123049) [@biancoresearch](/creator/x/biancoresearch) 2025-10-18T02:59Z 497.2K followers, XXX engagements "The retweet below triggered me so here is a long rant about the institutional problems at the Fed and New York Fed President John Williams. --- Congress amended the Federal Reserve Act in November 1977 adding the dual mandate of maximum employment and price stability. The point of mandates is forcing a "narrow understanding" of the role of monetary policy not to expand it as Williams seems to be suggesting. Furthermore citing an example of monetary policy in the spring of 1932 overlooks the fact that Congress altered the Fed's role and operating procedures with both the Banking Act of 1933" [X Link](https://x.com/biancoresearch/status/1974513628385804573) [@biancoresearch](/creator/x/biancoresearch) 2025-10-04T16:35Z 497.5K followers, 243.6K engagements "The AI boom/bubble now has the S&P XXX and the Nasdaq XXX (QQQ) with the same eight largest stocks (table). These two indices are merging into the same thing" [X Link](https://x.com/biancoresearch/status/1975637242258596000) [@biancoresearch](/creator/x/biancoresearch) 2025-10-07T18:59Z 497.5K followers, 504.5K engagements "The Fed says monetary policy works through the financial channel influence markets to rise (by easing) or moderate (by hiking). With every market in the green as shown below what problem is the Fed trying to fix by cutting What financial channel needs help" [X Link](https://x.com/biancoresearch/status/1978806117418287329) [@biancoresearch](/creator/x/biancoresearch) 2025-10-16T12:51Z 497.5K followers, 51.3K engagements "1/6 Are Banks Having a Liquidity Problem tl:dr Liquidity in the plumbing of the financial system is getting scarce. It is not a crisis now but it has been moving in this direction for weeks and it is now at a worrisome point. When the financial plumbing gets stressed it is when bad loans (aka "cockroaches") get noticed. (long thread tried to write it so "normies" can follow.) --- Wall Street is famous for diagnosing symptoms not causes. I believe they are doing this again with the banking issues of the last few days. I do not think this is a "cockroach" problem (bad credit/loans) waiting to" [X Link](https://x.com/biancoresearch/status/1979601309910106137) [@biancoresearch](/creator/x/biancoresearch) 2025-10-18T17:31Z 497.5K followers, 273.4K engagements "5/6 Will the SOFR/IOR Spread Peak Now The simple answer is yes if the drain of cash stops now. But it is not clear how this happens. Since RRP is at zero it can no longer "pump" liquidity. So the Fed has to stop QT I suspect they will do exactly this at the October XX FOMC meeting announcing QTs will stop at year's end. (so two more months of QT). They may also reduce the amount of QT (currently at $XX billion/month). Will It Be Enough There is an old saying that the Fed keeps hiking until something breaks. When the Fed starts hiking rates they really do not know when to stop. They often keep" [X Link](https://x.com/biancoresearch/status/1979601320064544807) [@biancoresearch](/creator/x/biancoresearch) 2025-10-18T17:31Z 497.5K followers, 28.7K engagements "@Stu85737 In July Fed Governor Chris Waller said bank reserves can fall to $2.7T without problems. They are now just under $3T (chart). Recent bank stock action and funding market stresses suggest the minimum levels might be higher than Wallers estimates if not at current levels" [X Link](https://x.com/biancoresearch/status/1979671224071622925) [@biancoresearch](/creator/x/biancoresearch) 2025-10-18T22:09Z 497.5K followers, 2976 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@biancoresearch Jim Bianco
Jim Bianco has been discussing inflation, mentioning that despite initial hopes that it would subside, core inflation is at a 30-year high and goods inflation is rising. He also touches on the Federal Reserve's potential responses, suggesting that rate cuts might not help alleviate economic problems and could instead fuel a wealth-driven inflationary rise. Additionally, Bianco has been commenting on the growing concern of an AI bubble and its potential impact on the market.
Engagements: XXXXXXX #
- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXX +33%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX -XXXX%
Mentions: XX #
- X Week XX +4.20%
- X Month XXX -XXXX%
- X Months XXX -XX%
- X Year XXXXX +12%
Followers: XXXXXXX #
- X Week XXXXXXX +0.33%
- X Month XXXXXXX +0.95%
- X Months XXXXXXX +4.70%
- X Year XXXXXXX +18%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #3941 cryptocurrencies XXXX% stocks XXXX% technology brands XXXX% social networks XXXX% celebrities XXXX% exchanges XXXX%
Social topic influence inflation #338, rates #18, shutdown #790, stocks #611, has been #406, fed #317, employees #580, asap #396, $mstr #56, sampp XXXX%
Top accounts mentioned or mentioned by @niccarter @gmillermortgage @grok @truflation @piptrain @bloombergtv @nicktimiraos @levenson_david @reutterdavid @jllcam12 @daleevans22611 @rymondinckenya @jerzytommy @carlos0xai @markhalperin @epsilontheory @tozgokmen @garbageliberty @bostonxpat @giveusarms
Top assets mentioned Strategy (MSTR) Goldman Sachs (GS) Bitcoin (BTC)
Top Social Posts #
Top posts by engagements in the last XX hours
"AI Inflation and the Feds Blind Spot With Jim Bianco & Jeremy Schwartz via @YouTube"
X Link @biancoresearch 2025-10-12T13:37Z 497.5K followers, 51.3K engagements
"1/8 In this post about rising inflation some replies suggest that housing prices are falling which will help hold down inflation. The problem is that most metrics are saying home prices are booming to all-time highs. This is why we have an "affordability" crisis. 🧵"
X Link @biancoresearch 2025-08-31T22:11Z 497.5K followers, 226.7K engagements
"1/2 The Atlanta Fed GDPnow was updated today. Unchanged at 3.8%. The only update was based on the New Orders from the non-manufacturing (or services) ISM report. The rest of the update did not happen because it was government data. They also noted that this series will not be updated again until the Government reopens and data starts getting released again. For the moment we are currently stuck at XXX% on this metric"
X Link @biancoresearch 2025-10-07T23:41Z 497.5K followers, 38.9K engagements
"CPI will be released Oct XX at 7:30 AM CT even if the shutdown is not over Why See below"
X Link @biancoresearch 2025-10-12T01:45Z 497.5K followers, 80.3K engagements
"I'm old enough to remember when $MSTR (formerly MicroStrategy) was the most important stock in the US. As the chart shows it is now down X% on the year. On August XX $MSTR changed its name to Strategy and it is now down XX% since then"
X Link @biancoresearch 2025-10-17T14:27Z 497.5K followers, 111.8K engagements
"1/4 JP Morgan has identified XX "AI-Related" stocks. As this chart shows they are now XX% of the S&P 500"
X Link @biancoresearch 2025-10-06T16:36Z 497.5K followers, 280.5K engagements
"In the last week some heavy hitters have warned about an AI bubble. Jeff Bezos = Amazon David Solomon = Goldman Sachs Roger McNamee = Elevation Partners And below is Sam Altman Founder of OpenAI (ChatGPT) From the article Of course when Altman makes these prophecies about AI hes also hyping it up. And perhaps part of why he can seem so nonplussed about impending catastrophes financial or existential is that hes convinced that his company will be the one that comes out the other side stronger. Right after warning of a bubble in August Altman acknowledged that someone will lose a phenomenal"
X Link @biancoresearch 2025-10-07T04:41Z 497.5K followers, 138.3K engagements
"1/2 Trump posted this about XX minutes ago"
X Link @biancoresearch 2025-10-12T17:23Z 497.5K followers, 348K engagements
"2/2 $BTC mooning on the news"
X Link @biancoresearch 2025-10-12T17:23Z 497.5K followers, 54.2K engagements
"Bonds because the Fed needs to cut rates more"
X Link @biancoresearch 2025-10-14T00:10Z 497.5K followers, 146.4K engagements
"1/3 The September CPI was supposed to be released today. Instead it will be released on October XX even if the government shutdown is not over. What follows are a couple of private sector data series to get a handle on inflation. The bottom line is that the Fed is currently ignoring the problem because it wants to cut rates. Daily CPI Measures Two websites that scrape the internet for prices and compile a type of daily CPI are Truflation and Pricestats. The scrape millions of prices from websites like Amazon and Walmart. The following chart aligns three measures from Pricestats and Truflation"
X Link @biancoresearch 2025-10-15T18:19Z 497.5K followers, 133.7K engagements
"3/3 In other words five years past the COVID shutdown core inflation is at a 30-year high and goods inflation is rising thanks to tariffs taking overall inflation higher with it.Yes inflation remains a problem"
X Link @biancoresearch 2025-10-15T18:19Z 497.5K followers, 17.9K engagements
"@RobVanBatenburg Look at the price level of inflation swaps. It expects more than X% inflation. and this is with falling gasoline prices. Over the next four years inflation is expected to be above 2.5%"
X Link @biancoresearch 2025-10-15T18:47Z 497.5K followers, 23.9K engagements
"The bond market is approaching an important point in the wedge pattern. Will it hold again Standard technical analysis suggests wedge patterns are "continuation" patterns . a pause in the larger trend. In this case a pause in the larger yield uptrend that began in 2020"
X Link @biancoresearch 2025-10-15T19:02Z 497.5K followers, 116.5K engagements
"The last 20+ years"
X Link @biancoresearch 2025-10-18T00:40Z 497.5K followers, 61.9K engagements
"Back in August I suggested that cutting mortgage rates was not going to lessen the housing affordability problem. Cutting mortgages was only going to push housing prices higher. Detailed here. The repost below higher prices are now happening"
X Link @biancoresearch 2025-10-06T17:03Z 497.5K followers, 40.2K engagements
"What's next for Silver"
X Link @biancoresearch 2025-10-08T15:12Z 497.5K followers, 150.8K engagements
"They are calling back some BLS employees as essential to release the September CPI report. Don't read conspiracy theories that Trump knows the report is bond bullish so he wants to run it out ASAP. The reason is the government fiscal year end is September XX so they need the September CPI to determine Cost-of-Living-Adjustments (COLAs) for social security disability and other such programs. Old people relying on government checks vote in huge percentages higher then any other cohort. No politican wants to upset them"
X Link @biancoresearch 2025-10-10T02:38Z 497.5K followers, 327K engagements
"4/6 Cash being parked in the New York Fed Reverse Repo Facility ( RRP) sink almost every day is now nearing zero. And as the arrow below shows it has really started diving toward zero several weeks ago. The RRP is about ten years old. This facility allowed market participants to park cash at the New York Federal Reserve in exchange for competitive interest rates. That rate is currently set XX basis points below the top end of the Federal Reserves target rate. Today the target range is XXXX% to XXXX% so the RRP rate is 4.00%. The purpose of this facility is to drain excess funds from the"
X Link @biancoresearch 2025-10-18T17:31Z 497.5K followers, 11.8K engagements
"6/6 The signal from the funding market and bank stocks was that they are worried the Fed drained too much liquidity from the system (QT) and it is not clear whether they appreciate it the risk of another round of QE or how to fix it"
X Link @biancoresearch 2025-10-18T17:31Z 497.5K followers, 54.2K engagements
"It is incredible that it was allowed to get this bad. And today they got a $XX billion loan from the central bank to continue to exist"
X Link @biancoresearch 2023-03-16T06:27Z 496.7K followers, 52.2K 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 @biancoresearch 2025-07-08T12:58Z 497.5K followers, 180.5K engagements
"Trump is back with another "truth" today making the point I detail yesterday (retweet below). Trump argues that the US should have the lowest rate because it has the best credit. I might agree with Trump; the US is the best sovereign CREDIT in the world. Credit quality however is a relatively minor factor in determining sovereign yields. Nominal growth inflation expectations and supply determine sovereign yields. The rest of his arguments are the same arguments for high nominal growth higher inflation expectations and BBB has many worried about more supply. All these points to higher yields."
X Link @biancoresearch 2025-07-10T16:24Z 497.1K followers, 123.3K engagements
"@givelivegrow @RobVanBatenburg I have never said they have to print. The printing cycle is over. If they repeat it it destroys the financial markets"
X Link @biancoresearch 2025-10-15T19:53Z 497K followers, XXX engagements
"@dtsr52pw If true cutting rates won't help those hiding economic problems. But the risk is high that rate cuts overheat the "financial channel" worsening inequality and potentially feeding a wealth-driven inflationary rise"
X Link @biancoresearch 2025-10-16T13:03Z 496.9K followers, XXX engagements
"@FinalSettler What is the problem and how does cutting rates fix this"
X Link @biancoresearch 2025-10-16T13:42Z 497.1K followers, XXX engagements
"@zugzwangE4 Half the country has little to no assets; they rent and live paycheck to paycheck. The risk is mooning financial markets creating a massive wealth-driven infaltion boom that hurts them"
X Link @biancoresearch 2025-10-16T13:44Z 497.1K followers, XXX engagements
"@stored_alpha"
X Link @biancoresearch 2025-10-18T02:59Z 497.2K followers, XXX engagements
"The retweet below triggered me so here is a long rant about the institutional problems at the Fed and New York Fed President John Williams. --- Congress amended the Federal Reserve Act in November 1977 adding the dual mandate of maximum employment and price stability. The point of mandates is forcing a "narrow understanding" of the role of monetary policy not to expand it as Williams seems to be suggesting. Furthermore citing an example of monetary policy in the spring of 1932 overlooks the fact that Congress altered the Fed's role and operating procedures with both the Banking Act of 1933"
X Link @biancoresearch 2025-10-04T16:35Z 497.5K followers, 243.6K engagements
"The AI boom/bubble now has the S&P XXX and the Nasdaq XXX (QQQ) with the same eight largest stocks (table). These two indices are merging into the same thing"
X Link @biancoresearch 2025-10-07T18:59Z 497.5K followers, 504.5K engagements
"The Fed says monetary policy works through the financial channel influence markets to rise (by easing) or moderate (by hiking). With every market in the green as shown below what problem is the Fed trying to fix by cutting What financial channel needs help"
X Link @biancoresearch 2025-10-16T12:51Z 497.5K followers, 51.3K engagements
"1/6 Are Banks Having a Liquidity Problem tl:dr Liquidity in the plumbing of the financial system is getting scarce. It is not a crisis now but it has been moving in this direction for weeks and it is now at a worrisome point. When the financial plumbing gets stressed it is when bad loans (aka "cockroaches") get noticed. (long thread tried to write it so "normies" can follow.) --- Wall Street is famous for diagnosing symptoms not causes. I believe they are doing this again with the banking issues of the last few days. I do not think this is a "cockroach" problem (bad credit/loans) waiting to"
X Link @biancoresearch 2025-10-18T17:31Z 497.5K followers, 273.4K engagements
"5/6 Will the SOFR/IOR Spread Peak Now The simple answer is yes if the drain of cash stops now. But it is not clear how this happens. Since RRP is at zero it can no longer "pump" liquidity. So the Fed has to stop QT I suspect they will do exactly this at the October XX FOMC meeting announcing QTs will stop at year's end. (so two more months of QT). They may also reduce the amount of QT (currently at $XX billion/month). Will It Be Enough There is an old saying that the Fed keeps hiking until something breaks. When the Fed starts hiking rates they really do not know when to stop. They often keep"
X Link @biancoresearch 2025-10-18T17:31Z 497.5K followers, 28.7K engagements
"@Stu85737 In July Fed Governor Chris Waller said bank reserves can fall to $2.7T without problems. They are now just under $3T (chart). Recent bank stock action and funding market stresses suggest the minimum levels might be higher than Wallers estimates if not at current levels"
X Link @biancoresearch 2025-10-18T22:09Z 497.5K followers, 2976 engagements