Today's topics include draining the SPR, higher energy prices can be long-term good but short-term hard, supply chain problems are persisting, 2021 was a record year for profit margins, tech rout losers, on interest rates, consumer spending, how is Russia's economy doing?, and who will be the crypto watchdog?
Today's topics include the 2s/10s curve briefly inverts, is this a bear market rally?, the great resignation, the credit market's bad quarter, bond market liquidity deteriorates, the next signals to watch in Russia's bond payments, Dallas Fed measures housing market exuberance, and checking in on European power prices
Jim Bianco: It seems the only thing that every expert ruled out was Ukraine could actually win this war, let alone win it in less than six weeks. To be clear, it is not over and Ukraine might still not win it, but it is definitely in the conversation now. If they win it, 70… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – March 29th, 2022
Today's topics include bringing back Bretton Woods, chances of a soft landing, the new hike, Germany's inflation hedge, does the U.S. have enough LNG to help Europe?, no alternative mentality in a rising-rate environment, Japan's yield curve control test, focusing on alternative investments, and lockdowns in China push oil lower
Markets often trend until they force a change of behavior. The bond market is trending hard. It has not yet forced a change of behavior, but we believe it eventually will.
Today's topics include hoping for a soft landing, The epic bond market rout, stocks ignoring bonds, tapping the strategic petroleum reserve, record share buybacks, leveraged bets gain popularity, crude oil exports, unwinding the great resignation?, Shanghai's lockdown, fertilizer prices on the rise, negative corporate guidance, and bitcoin positive on the year
Bianco Research Conference Call: Why Do We Have Inflation? Replay Jim Bianco joins BloombergTV to discuss the situation in Ukraine, Federal Reserve Hikes & Inflation Jim Bianco: Gas prices peaked on March 10 at $4.33. It fell everyday until yesterday when it rose a fraction of a penny. So, Feb 23, the day before the… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – March 25th, 2022
Today's topics include natural gas supply, no good scenarios left, Russian oligarchs, Ark's speculative nature, Putin's real fear, the energy debate, and the new IPO dynamic