Sample Commentary

Bianco Research Lineup

Newsclips Updating the Market?s Signal to Central Banks As we noted above, short rates continue to send a signal that central banks are behind the curve. Even though the following short rates have pulled back more than those above, we... Read More

Teasers

Election Day: All Eyes on Virginia

Wall Street is focused on two things, assessing how much fiscal stimulus the economy will get in 2022 and whether the December 3 debt ceiling will be messy. The Virginia gubernatorial election today could be a key factor in assessing these outlooks.... Read More

Teasers

The Week Transitory Inflation Ended

In the last month, markets are pricing in more aggressive tightening monetary policy across the globe, sending short rates higher. This move accelerated in the last week. Is this signaling the end of the "transitory" inflation era?... Read More

Teasers

Charts of the Week – October 22nd, 2021

Topics Include: – Housing Affordability – The Fed?s Footprint as the Taper Nears – DeFi Total Value Locked Back at All-Time Highs – Measuring Regulatory Activity in 2021 – The Fed?s Repo Facility Continues to Attract More Dollars – An... Read More

Teasers

Stablecoins’ Reserves

The heat has been on stablecoins to be more transparent in their attestation of reserves. Tether and USDC have accepted the challenge.... Read More

What Kind of Restart Will We Have?

At some point, the economy will have to restart and people will return to work, but many questions remain. What will a restart look like? What kind of economic life will we return to? The economy needs to regain nearly 100% of its pre-virus activity to avoid a long stagnation. Georgia's reopening this week should provide a window into our economic future.... Read More