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-------------------👨‍💼 Guest: Jim Bianco🏢 Company: Founder, Bianco Research🌎 https://www.biancoresearch.com/𝕏 @biancoresearch📺 @biancoresearch 📅 Recording date: August 27th, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! Keynotes: Rick Rule, Alex Krainer, Markuss Bussler, Keith Neumeyer, David Finch, John Fornwood---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/Timestamps (AI generated)00:00 Debt, urgency & Trump vs Fed01:10 Fallout from Jackson Hole02:12 Fed fears repeat mistakes03:42 Immigration & labor supply shock06:05 Border policy, payroll revisions09:21 Powell caves under pressure11:14 What could derail a September cut?12:23 Trump fires Fed Governor Cook15:05 Legal fight & Fed implications17:13 Trump’s longer game at the Fed19:06 Why the urgency? Real estate lens20:45 Bond market rejects Fed cuts23:41 Stocks vs bonds competition25:57 Portfolio in a 4-5-6% world28:55 Spoiled investors & expectations*Disclaimer:*Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#Fed #Inflation #Deflation #Markets #Stocks #Bonds #Trump #Powell #Economy #Investing #Recession #Gold #Crypto #S&P500 #Treasuries #InterestRates #JacksonHole #LaborMarket #DebtCrisis #SoarFinancially