Why The 10-Year Treasury Yield Could Surge To 5.5% And What It Means For Stocks

The Julia La Roche Show | Why The 10-Year Treasury Yield Could Surge To 5.5% And What It Means For Stocks | Jim Bianco @TheJuliaLaRocheShow | Uploaded January 2024 | Updated October 2024, 22 hours ago.
Jim Bianco, president of Bianco Research, returns to The Julia La Roche to share his macroeconomic outlook, his call for 5.5% on the 10-year Treasury, impact on the stock market, inflation, the US debt situation, and the approval of a Bitcoin spot ETF.

Links:
BiancoResearch.com
BiancoAdvisors.com
twitter.com/BiancoResearch

Timestamps
00:00 Introduction and macro outlook
03:07 Call for 5.5% 10-year Treasury and impact on the stock market
6:12 The pathway to 5.5%
8:08 The Fed's response to inflation
11:26 Soft Landing vs. No Landing
15:40 Implications of 5.5% on the 10-year
21:40 Why can’t we get to 2%?
28:38 Biggest worry with 5.5% on the 10-year
31:16 US debt crosses $34T
36:35 Bitcoin Spot ETF
44:40 Closing remarks
46:50 Consensus forecasts have been wrong

#economy #stockmarket #bitcoin

Nothing Bad Happens When Women Have More Money | Sallie Krawcheck

It’s Clear The U.S. Economy Is Already In Recession

$The US Economy Has Been In A Long Period Of Decline | Dr. Art Laffer Dr. Art Laffer, the father of supply-side economics and one of the most influential economists of the past half-century, joins Julia La Roche for episode 194. ✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves the risk of loss, including loss of principal. Brokerage services for US Listed and registered securities, options and Bonds in a self-directed brokerage account are offered by Public Investing. ETFs, options and Bonds are available to US members only. *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 fractional investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/23/2024. A bond’s yield is a function of its market price, which can fluctuate, and a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. While corporate bond yields should fall in reaction to a Federal Reserve rate cut, we cannot know whether that will be true of the bonds in the Bond Account, how quickly bond yields will respond, or how much they will decline. Public Investing charges a markup on each bond trade. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Fractional Bonds also carry risks including liquidity risk, interest rate risk, credit risk, inflation risk, and potential tax liabilities. Read more about the risks associated with fixed income and fractional bonds and learn more about the Bond Account at https://public.com/disclosures/bond-account. Timestamps: 0:00 Intro and welcome back Dr. Art Laffer 1:06 Big picture macro view, a long period of economic senescence 5:13 Transfer theorem and the decline in growth rates 7:58 Upcoming election from an economics lens 11:30 Operation Warp Speed and Right To Try 15:25 A second-term Trump could unleash a Renaissance in Americas economy 19:00 Five pillars of prosperity 24:17 Tariffs 28:30 Trade and geopolitics 33:30 Trade is not a political weapon 42:50 Government spending 50:00 RFK Jr. endorsing Trump is one of the most important events 53:55 A Harris presidency 57:20 Parting thoughts$

The Economy Is Weaker Than The Narrative Suggests | David Rosenberg

This Tech Exec Had A Crazy Relationship With Money

David Woo, Who Nailed 2016 And 2020 Elections, Explains Why The Market Has The Trump Trades Wrong

Jim Rickards: Were Probably Already In A Civil War

Its Not A Crash Landing, Which I Consider An Overwhelming Success | Peter Mallouk

Bill Ackman On Activist Investing, The Economy, And Learning From Mistakes