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Bespoke Commentary from Bianco Research & Arbor Data Science – February 28th, 2022
February 28, 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 – February 28th, 2022
Conference Calls
Economic & Market Implications of Russia’s Invasion of Ukraine
February 28, 2022
A replay of our March 3, 2022 conference call.
Newsclips
Q4 Earnings Update: Future Growth Expected to Slow
February 28, 2022
Fourth quarter earnings have come in high versus historical norms, albeit slightly below previous quarters. Company guidance has shifted as companies prepare for a new paradigm of higher inflation and tighter monetary policy.
Newsclips
Quick Comments/What We’re Reading
February 28, 2022
Today's topics include the impact of Russian sanctions, Russia attempts to limit the damage, checking in on rate hike odds, Zoltan Pozsar on repo market implications, stock market volatility, leveraged funds growing at a fast rate, breaking down wage gains, the Fed's MBS holdings, and food inflation
Newsclips
Cartoons
February 28, 2022
Newsclips
Monthly Fund Flows – First Outflow From Bond Funds Since 2020
February 25, 2022
Despite stocks massively outperforming bonds since QE began in 2009, bond funds have seen much larger inflows.
Newsclips
Quick Comments/What We’re Reading
February 25, 2022
Today's topics include more on Russia's reserves, interpreting yesterday's giant U-turn in markets, will sanctions work?, Waller makes case for 50 basis point hike, food inflation, big week coming up for shipping prices, and crypto volume.
Newsclips
Cartoons
February 25, 2022
Charts of the Week
Gauging Tightness in Commodity Markets
February 25, 2022
Commodities markets are very tight. Inventories are low and traders are paying a hefty premium for immediate delivery.
Charts of the Week
Alternative Measures of a Hot Housing Market
February 25, 2022
Shelter costs remain an important factor for inflation. By many of Redfin's alternative measures, the housing market remains as hot as ever.
Charts of the Week
Measuring the Market Decline as Russia Invades Ukraine
February 25, 2022
Checking in on market drawdowns from their highs in a volatile week