Charts of the Week
Sizing Up the Crypto Universe
February 4, 2022
The market's slide over the past few months brought the total size of the crypto universe from $2.9 trillion to $1.6 trillion.
The market's slide over the past few months brought the total size of the crypto universe from $2.9 trillion to $1.6 trillion.
An update of the world of negative-yielding debt
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.