Charts of the Week
Using Bitcoin on Ethereum’s Blockchain
March 11, 2022
By "wrapping" bitcoin, BTC holders are able to tap into the many use cases offered on Ethereum's smartchain.
By "wrapping" bitcoin, BTC holders are able to tap into the many use cases offered on Ethereum's smartchain.
Asia has seen a spike in COVID infections. While the health consequences are not as dire as in the past, this has still led to a degree of absenteeism in areas that are often considered the beginning of the supply chain.
The market currently expects seven hikes by the end of 2022, with 100 basis points worth of hikes expected in the next three meetings.
An update of the world of negative-yielding debt
A long-term look at real stock returns
Some interesting charts from our recent posts
Jim Bianco: MoM Core was up 0.5%, dead on estimates YoY Core 6.4%, also dead on estimates, up from 6.0% last month Keep in mind … YoY CPI Jan 2021 = 1.4% Feb 2022 = 7.9% The Russia/Ukraine war started Feb 24. 100% of politicians up for reelection in the majority party will insist the… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – March 10th, 2022
CPI jumped 7.9% year-over-year, marking its highest annual growth since January 1982. Many expect this to continue to rise in March given the spike in energy costs, but housing costs remain the key metric to watch. Their continued rise will remain a much more stable contributor to headline inflation over the long run.
Today's topics include avoiding 1970s saga, the case for no hike, on nickel market chaos, a long-term perspective on inflation, Russia still has energy buyers, ECB ending purchases quicker than anticipated, a Russian default means billions in losses, rents still on the rise, and another (hedge fund) bites the dust
Bloomberg: Powell’s Fed Is Set to Attempt a Rare Soft Landing—in the Fog of War, No Less Rich Miller – In January 2009, Captain Chesley “Sully” Sullenberger safely piloted his crippled US Airways plane to an emergency landing in the frigid waters of the Hudson River, saving all 155 on board. They called it the… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – March 9th, 2022
Investors in allocator funds seem to be sticking to the 2021 mantra 'There is No Alternative'. Trader ETF flows are bouncing around with the market. Neither group appears to have capitulated despite the market heading south.