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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.

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Newsclips

Quick Comments/What We’re Reading

February 11, 2022

Today's topics include a big miss in confidence, the Fed squashes any discussion of an emergency hike, seven hikes coming, the 2-year yield's wild day, alternate views of inflation, The Economist goes gloom & doom, wage-price spirals?, startup valuations, Bullard sees four hikes by mid-year, inflation & politics, and more on backwardation

Newsclips

Cartoons

February 11, 2022

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Charts of the Week

Household Debt Rises to $15.58 Trillion

February 11, 2022

Household debt in the U.S. rose to $15.58 trillion in the fourth quarter.

Charts of the Week

Consumers Remain Cautious With Credit Usage

February 11, 2022

Consumers are being cautious with their lines of credit, using just 21% of their credit limit.

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Charts of the Week

Breaking Down Household Debt by Age Group

February 11, 2022

People under 30 and over 70 hold a relatively small amount of debt compared to other age groups.

Charts of the Week

Third Party Collections

February 11, 2022

The average third party collection totaled $1234 in the fourth quarter, the lowest since Q1 2007.

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Charts of the Week

Household Debt Delinquency Status

February 11, 2022

Household debt broken down by delinquency status

Charts of the Week

Credit Card Debt Still Below Pre-Pandemic Levels

February 11, 2022

Outstanding credit card debt has declined from pre-pandemic levels. This was likely due to a lack of spending options during quarantines. Over the past few quarters, however, this form of debt is once again on the rise.

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Charts of the Week

Mortgage Origination by Credit Score

February 11, 2022

The fourth quarter saw $1.04 trillion in mortgage origination.

Charts of the Week

Weekly Research Roundup

February 11, 2022

Some interesting charts from our recent posts