Newsclips
TIC Update – Will Foreigners Pick Up the Slack When the Fed Exits?
February 16, 2022
The Fed's holdings of Treasury securities continues to grow and remains larger than all other central banks' holdings combined.
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Quick Comments/What We’re Reading
February 16, 2022
Today's topics include liquidity conditions tighten, 25 or 50?, inflation is in the eye of the beholder?, low-income Americans worse off now than before pandemic, the energy effect, are consumers still buying?, we are spending on experiences!, the empty office, eyes on government deficits, back to the supply chain, housing & rent inflation around the world, and a gas tax holiday
Newsclips
Cartoons
February 16, 2022
Media & Communications
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