Jim Bianco 美国失业率上升的真正原因
作者: 财安君
作者简介: 盗我视频替我消灾
唯一的视频号 佛系 文史与财经 音乐
有意义的实验
不定期更新与分享
描述: The REAL Reason Unemployment Is Going Up | Jim Bianco Bianco Research 和 Bianco Advisors 的 Jim Bianco 参加了 Monetary Matters，分享了他对通货膨胀、劳动力市场和债券的看法。Bianco 认为，失业率上升的原因是大量移民进入美国增加了劳动力。Bianco 认为，通货膨胀正在走高，债券收益率现在可能走高。录制于 2024 年 10 月 14 日。 19 Oct 2024 Jim Bianco of Bianco Research and Bianco Advisors joins Monetary Matters to share his views on inflation, the labor market, and bonds. Bianco argues that the reason the unemployment rate has gone up is because the large amount of immigration into the U.S. has increased the labor force. Bianco makes the case that inflation is headed higher and bond yields now are probably headed higher. Recorded on October 14, 2024. Follow Jim Bianco on Twitter https://x.com/biancoresearch Follow Jack Farley on Twitter https://x.com/JackFarley96 Chapters: 00:00 Intro 01:28 Why Rates Are Up 08:16 What's Driving Unemployment 21:02 The Labor Market's Effect on Inflation 30:51 Strong Wage Growth 34:48 Bianco Research's Bond Market Positioning 45:53 The Explosion of Bond ETFs 48:53 TIPS 53:08 "The Golden Age of Private Credit" 01:08:04 Banks and CRE Exposure 01:15:13 2024 Presidential Election: Who's Better for Inflation? 01:17:55 Consumer Credit Health https://www.youtube.com/watch?v=TWmVI5MTv_A
