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Bespoke Commentary from Bianco Research & Arbor Data Science – April 13th, 2022

April 13, 2022

Colleague: 2s10s is 45bps steeper in 7 trading days….that’s gotta be a recent record in move over such a short time frame… Jim Bianco: What is driving this steepening is a big surge in the long-end. When TOTAL RETURN losses get to this point it is a usually forced liquidation that ends when someone blows… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – April 13th, 2022

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Quick Comments/What We’re Reading

April 13, 2022

Today's topics include more on yesterday's CPI release, hawkish talk from Fed officials, how do rate hikes affect labor market supply & demand?, spending cutbacks, shrinking metal supplies, US yields catch up to Chinese yields, jet fuel prices spike, and the dollar as the world's reserve

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Cartoons

April 13, 2022

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Inflation Watch – Sticky CPI Prices Continue to Rise

April 12, 2022

Price increases in the flexible components of CPI continue to dominate the headline number, but the contributions from sticky components are also on the rise.

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Quick Comments/What We’re Reading

April 12, 2022

Today's topics include talking used car rebound?, about another Fed backstop, the Fed guy weighs in on RRP, when Russia defaults, no threat to dollar dominance, where to go?, agricultural boom, estimating earnings in Q1, big winners & big losers, raising prices, the changing work dynamic, and top crypto exchanges dominate

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Cartoons

April 12, 2022

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Conference Calls

The Epic Bond Market Rout

April 11, 2022

A replay of our April 14, 2022 conference call.

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Q1 2022 Earnings Update

April 11, 2022

With Q1 2022 earnings season starting this week, we check in on expectations. Revenue and earnings growth expectations are in the mid-single digits and company guidance remains negative. 

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Quick Comments/What We’re Reading

April 11, 2022

Today's topics include say goodbye to the Fed put, inflation hedges, projecting inflation, globalization, employment & the participation rate, global shipping update, Russia avoiding sanctions, and consumer debt

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Cartoons

April 11, 2022

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The Fed Is Not Risk Markets’ Friend

April 8, 2022

Quantitative tightening will actively work against financial asset holders, creating a reverse wealth effect that destroys demand.

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Quick Comments/What We’re Reading

April 8, 2022

Today's topics include how will the markets handle shrinking balance sheets?, calls for recession, sidestepping energy sanctions, Shanghai's lockdown, global food costs jump 13% in march, full-year earnings expectations, previewing Tuesday's CPI release, and Yellen talks CBDCs