Author
@biancoresearch biancoresearch
Institutional macro strategist mapping rates, inflation, and oil supply shocks to cross-asset risk
Publishes original top-down macro research and data charts o
trader score
·
hit rate
·
mean α
·
signals 14d
38
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 2 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @biancoresearch | · | September hike probability rose from 36% to 49%, implying a more hawkish Fed outlook. | · | tweet ↗ |
| 2026-08-28 | · | @biancoresearch | · | Chart-based observation that 30-year Treasury yields eased over three days. | · | tweet ↗ |
| 2026-08-23 | · | @biancoresearch | · | Expects 3%-4% inflation for roughly five more years before returning toward the post-GFC norm. | · | tweet ↗ |
| 2026-08-23 | · | @biancoresearch | · | TIPS breakevens are cited as evidence that post-COVID inflation expectations shifted higher. | · | tweet ↗ |
| 2026-08-23 | · | @biancoresearch | · | Author argues the bond market may be signaling concern about inflation. | · | tweet ↗ |
| 2026-08-23 | · | @biancoresearch | · | Contrasts 65 consecutive months above 2% inflation with only five such months from 2009-2021. | · | tweet ↗ |
| 2026-08-23 | · | @biancoresearch | · | Argues balance-sheet expansion amid inflation will cause bonds to sell off and policy to fail. | · | tweet ↗ |
| 2026-08-23 | · | @biancoresearch | · | Persistent inflation above 2% and core PCE above 3% are said to be troubling the bond market. | · | tweet ↗ |
| 2026-08-23 | · | @biancoresearch | · | Argues higher GPU prices cannot resolve physical supply constraints in oil or housing. | · | tweet ↗ |
| 2026-08-23 | NVDA | @biancoresearch | +0.00 | Compares Nvidia's reported price hike with an upcoming Fed policy speech as inflation signals. | +1.3% | tweet ↗ |
| 2026-08-23 | · | @biancoresearch | · | Characterizes AI pricing guidance as an inflationary rate hike preceding the Fed. | · | tweet ↗ |
| 2026-08-21 | · | @biancoresearch | · | Yield-curve control is expected to drive yields and inflation sharply higher. | · | tweet ↗ |
| 2026-08-21 | · | @biancoresearch | · | Yields continue rising despite oil retreating from spring highs, implying additional drivers. | · | tweet ↗ |
| 2026-08-21 | · | @biancoresearch | · | Podcast frames inflation, deficits, and Treasury policy as the core macro issues. | · | tweet ↗ |
| 2026-08-21 | · | @biancoresearch | · | The US national average diesel price is approaching its all-time high. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.