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Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – March 4th, 2022
March 4, 2022
Jim Bianco: The Euro is getting crushed 6 month chart of the Euro Euro now under 1.09. It first crossed below 1.10 three hours ago. Biggest 1-day move since March 2020. Dollar soaring/Euro diving. When things “hit the fan,” and everyone is worried, first convert everything to dollars, then figure out what is… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – March 4th, 2022
Media & Communications
Bespoke Commentary from Bianco Research & Arbor Data Science – March 3rd, 2022
March 3, 2022
Jim Bianco: The last two days the national average price of gasoline has jumped 11 cents. One of its largest jumps in history. The other examples were hurricane breaking infrastructure or Libya going offline. Those past jumps were corrected in days. This one COULD go on for months. When does the price of crude/gas peak?… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – March 3rd, 2022
Newsclips
Quick Comments/What We’re Reading
March 3, 2022
Today's topics include weaponizing the financial system, the dollar's role as world currency reserve, more on Russia's reserves, Russian stocks being removed from major indices, global liquidity's stress test, Russian stock market still closed, strong wage growth to persist, SOMA manager sees possible increased uptake in Fed's repo facility, and commodities boom
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Cartoons
March 3, 2022
Media & Communications
Bespoke Commentary from Bianco Research & Arbor Data Science – March 2nd, 2022
March 2, 2022
Bianco Research Conference Call: Economic & Market Implications of Russia’s Invasion of Ukraine Thursday, March 3, 2022 at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated by Jim Bianco. This past week’s events have rippled… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – March 2nd, 2022
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Quick Comments/What We’re Reading
March 2, 2022
Today's topics include Powell's prepared remarks, war's effect on equities, updating the odds of a Fed hike, EU's fiscal rules, inflation nowcasting, dealing with a tight oil market, more from Zoltan on dollar hegemony, exposure to Russia, how the economy is viewed, and cryptos' correlation to stocks
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Cartoons
March 2, 2022
Media & Communications
Bespoke Commentary from Bianco Research & Arbor Data Science – March 1st, 2022
March 1, 2022
Bianco Research Conference Call: Economic & Market Implications of Russia’s Invasion of Ukraine Thursday, March 3, 2022 at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated by Jim Bianco. This past week’s events have rippled… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – March 1st, 2022
Newsclips
Weaponizing the Financial System
March 1, 2022
February 2022 started with the crackdown on Canadian truckers and ended with sanctions against Russia. The financial system has been weaponized. It cannot be undone. This matters a great deal for both traditional finance and cryptocurrencies.
Newsclips
Total Return Review: The Global Agg’s Streak Continues
March 1, 2022
February proved to be one of the more volatile months since the Great Recession, exacerbating trends that began over the past several months.
Newsclips
Quick Comments/What We’re Reading
March 1, 2022
Today's topics include where the Fed stands in March, Chinese growth picking up, overnight futures & cash markets, financial market plumbing, unloading Russian assets becomes difficult, sprint for liquidity, why workers quit, and buying back battered bonds