Search

Media & Communications

Bespoke Commentary from Bianco Research & Arbor Data Science – March 21st, 2022

March 21, 2022

Bianco Research Conference Call: Why Do We Have Inflation? Thursday, March 24, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 14:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated by Jim Bianco. So much of office culture is structured around 150+ million people… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – March 21st, 2022

Conference Calls

Why Do We Have Inflation?

March 21, 2022

A replay of our March 24, 2022 conference call.

---

Newsclips

Why Do We Have Inflation?

March 21, 2022

The Fed can work to remove the inflation due to the excess demand from stimulus. The changes to consumption baskets are a trickier issue.

Newsclips

Quick Comments/What We’re Reading

March 21, 2022

Today's topics include how high should rates go?, Larry Summers on the Fed, don't rely on buy-the-dip mentality anymore, searching for reasons for stocks' rally this past week, no stagflation to see here, soaring food prices, oil producers cut off Russian operations, China's trade relationship with Russia, infection counts continue to rise in China, rising covid counts in Austria, the decline of globalization, weaponizing the financial system, and Grayscale's discount to NAV

---

Newsclips

Cartoons

March 21, 2022

Newsclips

Quick Comments/What We’re Reading

March 18, 2022

Today's topics include home values higher, traders pricing in 2024 cuts, energy prices bite, higher rates around the world, nickel trading chaos continues with limit down day, Powell on wages, Goldman signals more stress to come, and European shortages, Vitalik on cover of TIME magazine

---

Newsclips

Cartoons

March 18, 2022

Charts of the Week

Breaking Down Debt in the U.S.

March 18, 2022

A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper

---

Charts of the Week

Comparing the Value of Credit in the U.S. to GDP

March 18, 2022

The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.

Charts of the Week

Funding Gaps at Public and Private Pensions

March 18, 2022

Private pension funds have much smaller funding gaps than their government counterparts.

---

Charts of the Week

Defined Benefit Plans vs. IRAs

March 18, 2022

Defined benefit plans continue to be replaced by IRAs and defined contribution plans.

Charts of the Week

Comparing Real Estate to GDP and Stock Ownership

March 18, 2022

A home may be the biggest purchase most people make in their lives, but households' home equity is actually surpassed by households' direct stock ownership.