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Interview «We’re Right at that Point Where the Inflation Curve Starts to Bend up»

themarket.ch / English

«I wouldn’t discount the European stock markets. They’re much cheaper compared to the US on a valuation basis, and they’re finally starting to get some kind of a bid»: Jim Bianco. (Photo: Bloomberg)
Interview

«We’re Right at that Point Where the Inflation Curve Starts to Bend up»

Jim Bianco, President of Bianco Research, fears that interest rate cuts could overstimulate the US economy. He also offers his perspective on the opportunities and risks of the AI boom, and outlines a prudent positioning for investors in the current market environment.
Christoph Gisiger 05.11.2025

published about 16 hours ago



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