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.
February proved to be one of the more volatile months since the Great Recession, exacerbating trends that began over the past several months.
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
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
A replay of our March 3, 2022 conference call.
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.
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
Despite stocks massively outperforming bonds since QE began in 2009, bond funds have seen much larger inflows.
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.
Commodities markets are very tight. Inventories are low and traders are paying a hefty premium for immediate delivery.