Rate Cuts Backfire: Inflation Returns | Jim Bianco
Jim Bianco, President of Bianco Research, joins us after the Jackson Hole meeting to break down Powell’s pivot, Trump’s Fed shake-ups, and what’s next for markets.
We cover the real driver behind weak payrolls, immigration’s role in labor supply, why the bond market is rejecting Fed policy, and how Trump’s moves could reshape the Fed board.
Bianco also shares his outlook on stocks, bonds, deflation risks, and portfolio strategy in a “4-5-6% world.
#Recession #Dollar #Inflation
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👨💼 Guest: Jim Bianco
🏢 Company: Founder, Bianco Research
🌎 https://www.biancoresearch.com/
𝕏 @biancoresearch
📺 @biancoresearch
📅 Recording date: August 27th, 2025
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Timestamps (AI generated)
00:00 Debt, urgency & Trump vs Fed
01:10 Fallout from Jackson Hole
02:12 Fed fears repeat mistakes
03:42 Immigration & labor supply shock
06:05 Border policy, payroll revisions
09:21 Powell caves under pressure
11:14 What could derail a September cut?
12:23 Trump fires Fed Governor Cook
15:05 Legal fight & Fed implications
17:13 Trump’s longer game at the Fed
19:06 Why the urgency? Real estate lens
20:45 Bond market rejects Fed cuts
23:41 Stocks vs bonds competition
25:57 Portfolio in a 4-5-6% world
28:55 Spoiled investors & expectations
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