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David Bianco offers a unique interpretation of market data and a fresh perspective on developments impacting economies, markets and investor sentiment. David’s candor and thought-provoking research could provide new and valuable insights to help you craft strategies with confidence.

Archive: Americas CIO View

DateRegistered professional
 May 30, 2025
Foreign investors rethink US assets, but the S&P 500 is global and digital
  
 May 02, 2025
An inflationary recession?: Odd occurrence for US; S&P EPS implications
  
 Apr 14, 2025
 New world order for trade: What Next?
  
 Mar 17, 2025
Tariff Disturbances: More uncertainty on trade and to what end?
  
Feb 24, 2025
Altitude Sickness: Breathe, go slowly, stick to the big markers
  
Jan 23, 2025
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
  
Dec 19, 2024
Stocking Stuffers: Beyond our big macro views and forecasts
  
Nov 19, 2024
Valuation under Trump: Optimism, scenarios, segmentation, flexible forecasts
  
Nov 12, 2024
Trump returns: Priorities are growth and winning
  
Oct 17, 2024
Last days to price best of all possibilities: Tough decisions after the elections
  
Sep 9, 2024
Clear for landing: Coming in steep, adjusting monetary and fiscal thrusters
  
July 1, 2024
U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?
  
Jun 17, 2024
The AI speed train accelerates: Look far ahead, watch your speed
  
Jun 06, 2024
Summer portfolio: Strong sun with fading liquidity, apply sunscreen
  
May 14, 2024
Surging AI capex: Macro implications of its size and return on investment?
  
Mar 18, 2024
New S&P 500 target of 5300: A.I. lives and it needs food and shelter
  
Feb 23, 2024
The end of macro?: Some companies are so big they are the macro
  
Jan 16, 2024
Equity wealth and inflation: What would Milton Friedman say?
  
Dec 14, 2023
2024 Outlook: Long live this faint cycle or bumps toward a new one?
  
Oct 30, 2023
Different leagues: Great Eight vs. great expectations, S&P 492 vs. bonds
  
Oct 04, 2023
What interest rate will bring fiscal discipline to Washington?
  
Sep 19, 2023
Not Goldilocks for Stocks: Job market still too hot, profit growth still too cold
  
Aug 16, 2023
Exploring other schools of thought: All schools out for summer?
  
Jul 25, 2023
Growth at any price?: Tech investors pay 1999 growth premiums again
  
Jun 16, 2023
Capex: A corporate confidence signal
  

 

DateIndividual investor
May 30, 2025
Foreign investors rethink US assets, but the S&P 500 is global and digital
  
Apr 14, 2025
New world order for trade: What Next?
  
Mar 17, 2025
Tariff Disturbances: More uncertainty on trade and to what end?
  
Feb 28, 2025
Altitude Sickness: Breathe, go slowly, stick to the big markers
  
Jan 23, 2025
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
  
Nov 19, 2024
Valuation under Trump: Optimism, scenarios, segmentation, flexible forecasts
  
Nov 12, 2024
Trump returns: Priorities are growth and winning
  
Oct 17, 2024
Last days to price best of all possibilities: Tough decisions after the elections
  
Sep 9, 2024
Clear for landing: Coming in steep, adjusting monetary and fiscal thrusters
  
July 1, 2024
U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?
  
Jun 17, 2024
The AI speed train accelerates: Look far ahead, watch your speed
  
Jun 06, 2024
Summer portfolio: Strong sun with fading liquidity, apply sunscreen
  
May 14, 2024
Surging AI capex: Macro implications of its size and return on investment?
  
Mar 18, 2024
New S&P 500 target of 5300: A.I. lives and it needs food and shelter
  
Feb 23, 2024
The end of macro?: Some companies are so big they are the macro
  
Jan 16, 2024
Equity wealth and inflation: What would Milton Friedman say?
  
Dec 14, 2023
2024 Outlook: Long live this faint cycle or bumps toward a new one?
  
Oct 30, 2023
Different leagues: Great Eight vs. great expectations, S&P 492 vs. bonds
  
Oct 04, 2023
What interest rate will bring fiscal discipline to Washington?
  
Sep 19, 2023
Not Goldilocks for Stocks: Job market still too hot, profit growth still too cold
  
Aug 16, 2023
Exploring other schools of thought: All schools out for summer?
  
Jul 25, 2023
Growth at any price?: Tech investors pay 1999 growth premiums again
  
Jun 16, 2023
Capex: A corporate confidence signal
  

 

DateIndividual investorRegistered professional
May 30, 2025
Foreign investors rethink US assets, but the S&P 500 is global and digital
    
May 02, 2025
An inflationary recession?: Odd occurrence for US; S&P EPS implications
    
Apr 14, 2025
New world order for trade: What Next?
    
Mar 17, 2025
Tariff Disturbances: More uncertainty on trade and to what end?
    
Feb 28, 2025
Altitude Sickness: Breathe, go slowly, stick to the big markers
    
Jan 23, 2025
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
    
Dec 19, 2024
Stocking Stuffers: Beyond our big macro views and forecasts
    
Nov 19, 2024
Valuation under Trump: Optimism, scenarios, segmentation, flexible forecasts
    
Nov 12, 2024
Trump returns: Priorities are growth and winning
    
Oct 17, 2024
Last days to price best of all possibilities: Tough decisions after the elections
    
Sep 9, 2024
Clear for landing: Coming in steep, adjusting monetary and fiscal thrusters
    
July 1, 2024
U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?
    
Jun 17, 2024
The AI speed train accelerates: Look far ahead, watch your speed
    
Jun 06, 2024
Summer portfolio: Strong sun with fading liquidity, apply sunscreen
    
May 14, 2024
Surging AI capex: Macro implications of its size and return on investment?
    
Mar 18, 2024
New S&P 500 target of 5300: A.I. lives and it needs food and shelter
    
Feb 23, 2024
The end of macro?: Some companies are so big they are the macro
    
Jan 16, 2024
Equity wealth and inflation: What would Milton Friedman say?
    
Dec 14, 2023
2024 Outlook: Long live this faint cycle or bumps toward a new one?
    
Oct 30, 2023
Different leagues: Great Eight vs. great expectations, S&P 492 vs. bonds
    
Oct 04, 2023
What interest rate will bring fiscal discipline to Washington?
    
Sep 19, 2023
Not Goldilocks for Stocks: Job market still too hot, profit growth still too cold
    
Aug 16, 2023
Exploring other schools of thought: All schools out for summer?
    
Jul 25, 2023
Growth at any price?: Tech investors pay 1999 growth premiums again
    
Jun 16, 2023
Capex: A corporate confidence signal