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Bespoke Commentary from Bianco Research & Arbor Data Science – February 15th, 2022
February 15, 2022
Bianco Research Conference Call: Fed Tightening Is Coming The era of easy money is over. Now comes the tightening. How much will the Fed tighten? Why? And what will be its impact on the markets and the economy? Join us Thursday as we discuss. Colleague: *** US PPI Data for Jan 2022 *** PPI m/m:… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – February 15th, 2022
Newsclips
Quick Comments/What We’re Reading
February 15, 2022
Today's topics include inflation finally matters to the bond market, the yield curve's signal, quantifying geopolitical risk, house prices vs. inflation, worker illness, pensions chasing yield, defending momentum trading, is the supply chain improving?, and wall street salaries
Newsclips
Cartoons
February 15, 2022
Media & Communications
Bespoke Commentary from Bianco Research & Arbor Data Science – February 14th, 2022
February 14, 2022
Bianco Research Conference Call: Fed Tightening Is Coming The era of easy money is over. Now comes the tightening. How much will the Fed tighten? Why? And what will be its impact on the markets and the economy? Join us Thursday as we discuss. Will the Fed Be Forced To Make a Move Before March?… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – February 14th, 2022
Conference Calls
Fed Tightening Is Coming
February 14, 2022
A replay of our February 17, 2022 conference call.
Newsclips
The Fed Won’t Get Their Soft Landing
February 14, 2022
Mounting pressures on central banks to tame inflation mean they are far less worried about maintaining asset prices.
Newsclips
Q4 Earnings Update: Earnings on Back Burner as Fed and Ukraine Tensions Dominate Week
February 14, 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 14, 2022
Today's topics include the Fed releases its final QE schedule, how well does the fed understand qt?, Bullard wants four rate hikes by mid-year, still no Russian gas flowing to Europe, wages vs. rising prices, the art of stock picking, ark stays the course, and the global commodity crunch
Newsclips
Cartoons
February 14, 2022
Media & Communications
Bespoke Commentary from Bianco Research & Arbor Data Science – February 11th, 2022
February 11, 2022
Jim Bianco joins Bloomberg Real Yield to discuss the Fed Hike, Inflation & Yield Curve Jim Bianco: Morgan Stanley’s Vishy Tirupattur (the middle guy above) said that their economics department headed by Ellen Zentner has an early forecast for Feb CPI … 7.9%. Two things: 1. Morgan Stanley, like a lot of shops, has consistently… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – February 11th, 2022
Newsclips
Where Are Valuations Now?
February 11, 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 Fed tightening and higher rates, the paradigm is shifting and valuations look more problematic.