Charts of the Week
A Long-Term Look at Stocks’ PE Ratio Since 1881
February 4, 2022
A long-term look stocks' PE Ratio since 1881
A long-term look stocks' PE Ratio since 1881
Some interesting charts from our recent posts
Today's topics include How Will QT Affect Markets?, Valuations Matter in a Rising Rate Environment, The Case Against Tightening Too Quickly, The Case for Tightening Quicker, Interest Costs, and European Gas Supplies
Jim Bianco joins Fox Business to discuss the Federal Reserve, Earnings Reports & Blockchain Adoption Jim Bianco: *ADP RESEARCH INSTITUTE SAYS U.S. LOST 301,000 JOBS IN JAN. 35 estimates, 180k median. Yes, this is number should always be viewed with skepticism. But, this is a huge miss. If Friday’s payroll report is also a big… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – February 2nd, 2022
It seems like both the market and managers can not agree on what 2022 will hold for the market and broader economy. Depending on where you look you hear buy-the-dip, sell-the-rip, 3 hikes, 7 hikes, and everything in between. How can sentiment and positioning diverge so greatly?
Today's topics include White House cautions on this week's payrolls report, consumer spending: goods vs. services, European inflation comes in well above expectations, earnings running above long-term trend, the Fed's path forward, growth vs. value, ESG funds = FAANMG ETFs, and job openings
Jim Bianco: The JOLTs (Jobs Opening Labor Turnover) report foe December is out. The labor shortage is off the charts and keeps getting more and more extreme. As the middle panel shows, the US has 4.6 million more open jobs than unemployed workers. And we continue to see about 4.5 million people a month quit… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – February 1st, 2022
Many expect omicron could weight on the January payroll report. This will make the change in nonfarm payrolls difficult to interpret.
January proved to be one of the more volatile months in quite a while. Stocks and bonds suffered as inflation heated up, but commodities had one of their best months on record.
Today's topics include the meme stock scene waits for action, consumer sentiment, maybe the Fed can print ships!, natural gas ships waiting in line, rents continue to rise, supply chains continue to struggle, the Fed has to walk the tight rope in 2022, plotting the recent selloff against the past, and options trading on the move again