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Bespoke Commentary from Bianco Research & Arbor Data Science – April 1st, 2022

April 1, 2022

Jim Bianco: Craig Fuller, the CEO if Freightwaves believes a recession is imminent. I’ve been reading American Shipper and Freightwaves for over a year now (both publications have the same owner).  They have been dead right about the state of shipping, and continue to argue it is a mess. Now the CEO of both of… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – April 1st, 2022

Newsclips

Employment in Pictures – The Jobs Market Continues to Improve

April 1, 2022

Despite today's payrolls report slightly missing estimates, the jobs market continues to improve.

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Newsclips

Total Return Review: Updating the Global Agg’s Losing Streak

April 1, 2022

The Bloomberg Global Aggregate Index extended its losing streak to eight straight months, a feat not seen in its 32 years of history.

Newsclips

Quick Comments/What We’re Reading

April 1, 2022

Today's topics include Is a food crisis coming?, Goldman is ground zero of returning to the office five days a week, S&P 500 tech dominance to be cut, negative-yielding debt pile shrinks, after record earnings, real interest rates, dollar dominance & Russian sanctions, M&A slowdown, Bank of Japan struggles to keep the reins, mortgage rates shoot higher, new Eurozone inflation record, and Russian removal from bond indexes

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Newsclips

Cartoons

April 1, 2022

Charts of the Week

FOMC Officials Update Inflation Outlooks

April 1, 2022

A record 16 of 16 Fed officials reported upside risks to inflation in March, but this comes amidst high uncertainty.

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Charts of the Week

Bond Market Seasonality as Spring Gets Underway

April 1, 2022

As spring gets underway, seasonal trends in the bond market shift to a more bullish tone.

Charts of the Week

Breaking Down Global Payments By Currency

April 1, 2022

The dollar and the euro account for 76.5% of all global payments through SWIFT.

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Charts of the Week

Ethereum Takes Another Step Toward Proof of Stake

April 1, 2022

Ethereum recently took one step closer to its goal of becoming a proof of stake blockchain.

Charts of the Week

Implied Odds of Fed Hikes

April 1, 2022

The market continues to get more aggressive in pricing in rate hikes. The fed funds futures market currently expects three straight meetings of 50 bps hikes.

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Charts of the Week

A Top in Central Banks’ Balance Sheets?

April 1, 2022

Updating the growth in central bank balance sheets

Charts of the Week

A Long-Term Look at U.S. Farmland

April 1, 2022

A long-term look at U.S. farmland