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Bespoke Commentary from Bianco Research & Arbor Data Science – March 25th, 2022

March 25, 2022

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

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Quick Comments/What We’re Reading

March 25, 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

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Cartoons

March 25, 2022

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Where Are Valuations and How Did We Get Here?

March 24, 2022

There is no doubt valuations are stretched and have been for some time. In a low-rate, strong-growth environment, this is not an issue. However, as we enter a period of higher rates, continuing war in eastern Europe, and record inflation prints, valuations look more problematic.

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Quick Comments/What We’re Reading

March 24, 2022

Today's topics include the wealth effect is working against the Fed's inflation fight, the Fed hopes for a soft landing, interpreting yield curves, how will the housing market react to higher rates?, deglobalization, combating food inflation, port congestion, the omicron ba.2 variant, and Powell on a CBDC

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Cartoons

March 24, 2022

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Interpreting Different Yield Curves

March 23, 2022

The markets are concerned the Fed will get too aggressive in its rate hikes and break something.

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Quick Comments/What We’re Reading

March 23, 2022

Today's topics include more on bonds' rough stretch, stocks vs. bonds, is gas stimulus coming?, no bailout for commodity traders, El-Erian on stagflation, the great resignation, inflation becoming more widespread in the UK, prices at the pump, another shortage in Europe, and Morgan Stanley takes aim at DeFi

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Cartoons

March 23, 2022

Media & Communications

Bespoke Commentary from Bianco Research & Arbor Data Science – March 22nd, 2022

March 22, 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 22nd, 2022

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How Dysfunctional Are Commodities Markets?

March 22, 2022

Over the last several weeks dysfunctional commodities markets have left the large commodities trading houses scrambling to raise more capital and calling for central bank bailouts. This led to mass liquidation and a collapse in prices. As this dysfunction clears, commodities markets are left historically tight, suggesting supply is far short of meeting demand. This means the price uptrends should reassert themselves soon.

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Markets and World Wars

March 22, 2022

Last week's rally in stocks bears some similarities to September/October 1939. If this overlay holds, stocks could be in for a painful period. During both World Wars inflation outpaced stock returns. The S&P 500 has already lagged CPI over the past year.