Today's topics include investing summit, shooting down the idea of a soft landing, the headwinds facing the economy, peak inflation?, unretiring surge, foodflation, amazon passing on rising costs, and supply chain struggles continue
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
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
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.
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
A replay of our April 14, 2022 conference call.
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.
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