In this episode of The Money Path, host ⁠Todd M. Schoenberger⁠ sits down with ⁠Jim Bianco⁠ of ⁠Bianco Research⁠ for a sharp breakdown of the upcoming Federal Reserve decision and the growing disconnect between what markets are pricing and what the Fed is likely to deliver. With Wall Street centered on a widely expected 25-basis-point cut and softening signals like the weakest ADP print in more than two years, Bianco challenges the assumption that an aggressive cut cycle is a given—and asks whether the Fed can (or should) validate market expectations. The conversation goes deeper into what may matter even more than the headline cut: the rising possibility of unusual dissent votes, what they signal about Fed independence, and how politics could influence the optics of decision-making. Bianco also argues that rate cuts won’t solve structural pressures such as automation-driven layoffs and a worsening affordability problem, and warns that pushing rates too low could reignite inflation and keep long-term yields elevated. They close by discussing how data disruptions and measurement challenges complicate the jobs-and-inflation picture—and why better administrative data may be the next big policy debate. 🎥 The Money Path — Where smart money finds its way forward. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠...⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath, #ToddMSchoenberger, #JimBianco, #BiancoResearch, #FederalReserve, #FOMC, #RateCuts, #InterestRates, #Inflation, #JobsReport, #ADP, #JoblessClaims, #EconomicData, #MonetaryPolicy, #FedIndependence, #Dissents, #BondMarket, #TreasuryYields, #AffordabilityCrisis, #Automation, #AI, #MarketOutlook, #Investing, #WealthManagement, #BTT, #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices

The Weekly Money Clip

Evergreen Podcasts | CrossCheck Media

The Fed vs. Wall Street: Jim Bianco Breaks Down the Next Cut—and What Markets Are Mispricing

DEC 5, 202531 MIN
The Weekly Money Clip

The Fed vs. Wall Street: Jim Bianco Breaks Down the Next Cut—and What Markets Are Mispricing

DEC 5, 202531 MIN

Description

In this episode of The Money Path, host ⁠Todd M. Schoenberger⁠ sits down with ⁠Jim Bianco⁠ of ⁠Bianco Research⁠ for a sharp breakdown of the upcoming Federal Reserve decision and the growing disconnect between what markets are pricing and what the Fed is likely to deliver. With Wall Street centered on a widely expected 25-basis-point cut and softening signals like the weakest ADP print in more than two years, Bianco challenges the assumption that an aggressive cut cycle is a given—and asks whether the Fed can (or should) validate market expectations.

The conversation goes deeper into what may matter even more than the headline cut: the rising possibility of unusual dissent votes, what they signal about Fed independence, and how politics could influence the optics of decision-making. Bianco also argues that rate cuts won’t solve structural pressures such as automation-driven layoffs and a worsening affordability problem, and warns that pushing rates too low could reignite inflation and keep long-term yields elevated. They close by discussing how data disruptions and measurement challenges complicate the jobs-and-inflation picture—and why better administrative data may be the next big policy debate.

🎥 The Money Path — Where smart money finds its way forward. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠...⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.

#TheMoneyPath, #ToddMSchoenberger, #JimBianco, #BiancoResearch, #FederalReserve, #FOMC, #RateCuts, #InterestRates, #Inflation, #JobsReport, #ADP, #JoblessClaims, #EconomicData, #MonetaryPolicy, #FedIndependence, #Dissents, #BondMarket, #TreasuryYields, #AffordabilityCrisis, #Automation, #AI, #MarketOutlook, #Investing, #WealthManagement, #BTT, #BizTalkTodayTV

Learn more about your ad choices. Visit megaphone.fm/adchoices