Today's topics include could this time be different for a yield curve inversion?, Powell green-lights the idea of a 50 basis point hike, the choice between recession & inflation, the bond market's bad month, rising rates & government finances, the risks posed by bond ETFs, tighter financial conditions, steel prices surge, and central banks build digital currency platform
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
A replay of our March 24, 2022 conference call.
The Fed can work to remove the inflation due to the excess demand from stimulus. The changes to consumption baskets are a trickier issue.
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
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
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper
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.
Private pension funds have much smaller funding gaps than their government counterparts.