Jim Bianco argues the market is pricing in rate hikes due to sticky core inflation and a global tightening cycle. He believes the Fed should validate this by raising rates to align with fair value, or risk a bond market panic. He also discusses potential political pressure on the Fed via the Lisa Cook precedent.
explicit
implicit
RUT
Oil
Metals
implicit
KOSPI cautious up
Bianco Research
8.5
Investment Research Firm
Jim Bianco 7.0
Investment Research Firm
Jim Bianco 7.0
US 10y; DXY
7/1/2026 4:01:04 PM
dxy
A global rate hike cycle and sticky US inflation would likely support the dollar as US rates rise relative to others.
ndx
Bianco says higher rates reflecting fair value should be 'okay' for financial markets, implying equities can digest it, but not a strong bullish call.
yields
The market is pricing in rate hikes; fair value for interest rates is drifting higher and they should too.
| 6/18/2026 12:17:55 AM | short term cautious up | 5 days later | -1.10% | -0.55% |
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| 6/12/2026 11:00:37 AM | short term cautious up | 7 days later | +0.90% | +0.45% |
| 6/4/2026 3:50:45 PM | medium term up | 20 days later | -3.17% | -3.17% |
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| 5/11/2026 5:56:08 PM | medium term sharp up | 20 days later | +0.27% | +0.40% |
| 5/9/2026 2:39:35 AM | medium term sharp up | 21 days later | +1.47% | +2.21% |
| 4/30/2026 3:58:58 PM | medium term sharp up | 20 days later | +4.75% | +7.13% |
| 4/29/2026 11:56:07 PM | short term up | 5 days later | +0.59% | +0.59% |
| 4/29/2026 10:58:55 PM | short term sharp up | 5 days later | +0.59% | +0.89% |
| 4/22/2026 11:17:13 PM | short term sharp up | 5 days later | +0.72% | +1.08% |
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| 4/15/2026 5:00:11 PM | medium term up | 20 days later | +1.09% | +1.09% |
| 4/9/2026 5:41:19 PM | short term cautious up | 5 days later | -0.81% | -0.41% |
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| 3/30/2026 5:18:49 PM | medium term sharp up | 20 days later | -1.41% | -2.12% |
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| 3/18/2026 7:32:42 PM | medium term cautious up | 20 days later | +0.23% | +0.12% |
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| 3/12/2026 8:50:04 PM | short term sharp up | 5 days later | -0.61% | -0.91% |
| 3/9/2026 3:08:20 PM | medium term up | 20 days later | +4.98% | +4.98% |
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| 2/20/2026 3:49:52 PM | medium term cautious up | 21 days later | +4.74% | +2.37% |
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| 11/14/2025 5:39:52 PM | short term up | 7 days later | -2.30% | -2.30% |
| 11/13/2025 11:11:01 AM | medium term cautious up | 20 days later | -0.96% | -0.48% |
| 10/21/2025 10:16:55 PM | short term cautious down | 5 days later | +1.11% | -0.56% |
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| 9/29/2025 3:25:33 PM | short term cautious down | 6 days later | +0.34% | -0.17% |
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| 9/4/2025 11:05:46 PM | medium term cautious up | 20 days later | +2.10% | +1.05% |
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| 8/26/2025 4:19:00 PM | short term cautious down | 6 days later | +0.92% | -0.46% |
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| 8/20/2025 6:53:54 PM | medium term cautious up | 20 days later | -6.88% | -3.44% |
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| 8/14/2025 2:49:30 PM | medium term cautious down | 20 days later | -3.51% | +1.76% |
| 8/7/2025 2:21:54 PM | medium term cautious down | 20 days later | -1.82% | +0.91% |
| 8/5/2025 3:48:43 PM | medium term sharp up | 20 days later | +0.90% | +1.35% |
| 8/4/2025 3:58:24 PM | medium term cautious up | 20 days later | +1.88% | +0.94% |
| 7/19/2025 1:58:49 AM | medium term cautious down | 21 days later | -2.26% | +1.13% |
