Search

Media & Communications

Bespoke Commentary from Bianco Research & Arbor Data Science – February 10th, 2022

February 10, 2022

Colleague: First time ever 5 consecutive worst than expected CPI. Jim Bianco: Durable good inflation is up 18% YoY.  We are still buying “stuff” and not shifting to “services” or “experiences.” CME Fed Watch page is updating very slowly … must be getting overwhelmed. Now the CME page is not updating at all. WIRP <go>… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – February 10th, 2022

Newsclips

Inflation Watch – Housing Inflation Heating Up

February 10, 2022

Used car and truck prices are still rising, but at a much slower rate than in mid-2021. Meanwhile, housing prices are beginning to heat up. The degree to which housing offsets the the more temporary categories will go a long way in determining the inflation story over the next year.

---

Newsclips

Quick Comments/What We’re Reading

February 10, 2022

Today's topics include New York City rents climbing still, how New Yorkers commute, food costs rising, how long will gas prices remain high?, supply chain problems easing?, on credit, when retail loses out in the market, renewable bubble challenges, and the state of global democracy

Newsclips

Cartoons

February 10, 2022

---

Media & Communications

Bespoke Commentary from Bianco Research & Arbor Data Science – February 9th, 2022

February 9, 2022

Bloomberg: Inflation-Stoking Supply Crunch Set to Ease in Second Half Christian Wienberg and Anna Edwards – A major player in global trade signaled disrupted supply chains rattling economies from Vietnam to Germany may return to normal within months, easing concerns of a more protracted period of shipping chaos that has helped fuel inflation, wreaked havoc… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – February 9th, 2022

Newsclips

How Credit Trades and What It Is Signaling

February 9, 2022

The high yield market, and we would argue the larger credit markets, have had two cycles over the past decade - buy and hedge. Right now we are in a hedging cycle. Persistent inflation and QT could initiate the first selling cycle in a long time.

---

Newsclips

Will Inflation Come Down Fast Enough in 2022?

February 9, 2022

Base effects point to a peak in inflation this spring. But the real question is, "How fast does inflation recede?" If it does not fall quickly enough, the political pressure on the Fed could demand 5 or so rate hikes, plus QT, in the next year.

Newsclips

Quick Comments/What We’re Reading

February 9, 2022

Today's topics include measuring the bond market's slide, how might QT affect term premiums?, big tech valuations, credit card usage, shale oil efficiencies, economic pain in the UK?, rising rates & savings, and the growth of unicorns

---

Newsclips

Cartoons

February 9, 2022

Media & Communications

Bespoke Commentary from Bianco Research & Arbor Data Science – February 8th, 2022

February 8, 2022

Jim Bianco: The market now has 6 hikes priced in over the 7 FOMC meetings remaining in 2022. The consensus STILL cannot catch up to market pricing. Also not the market has 5 hikes priced in for the next 5 meetings. And the probability of 50bps hike in March is 29%. Jim Bianco: *ALUMINUM HITS… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – February 8th, 2022

---

Newsclips

Quick Comments/What We’re Reading

February 8, 2022

Today's topics include searching for max employment, working from home, what happens after everyone hedges?, the rush to cash, getting defensive with dividend stocks, profitability during bear markets, housing affordability, and the case against stablecoins

Newsclips

Cartoons

February 8, 2022