Newsclips
DeFi in 2022
January 14, 2022
Noted DeFi expert and Fed-watcher Jim Bianco, president of Bianco Research, joins Yahoo Finance's Jared Blikre to break down what promises to be a challenging — but potentially rewarding — year for investors.
Noted DeFi expert and Fed-watcher Jim Bianco, president of Bianco Research, joins Yahoo Finance's Jared Blikre to break down what promises to be a challenging — but potentially rewarding — year for investors.
Today's topics include higher rates & growth stocks, uneven wage growth, Biden nominates new names for Fed seats, car prices' effect on inflation, betting on leveraged loans, European gas storages half empty, negative-yielding debt, widening wealth gap between nations, the strained supply chain, bitcoin 'hodlers', and Moody's weighs in on El Salvador's crypto trades
Bianco Research Conference Call Replay: The Bond Market Convulses The replay of our January 13, 2022 conference call titled The Bond Market Convulses can be found here. Colleague: *BRAINARD: BALANCE SHEET SHRINKING SOME TIME ‘BEYOND’ RATE HIKE Sam Rines: There is an undetermined temporal aspect to the Fed’s tightening cycle. That should not be underestimated.… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – January 13th, 2022
Today's topics include the Fed's difficult balancing act, balance sheets & QT, wage price spiral, the supply chain's problems are getting worse, fund expense fees to continue lower, El Salvador's degen report, Omicron's effect on the supply chain, Omicron's effect on the labor market, and more on Clarida's resignation
Bianco Research Conference Call: The Bond Market Convulses Thursday, January 13, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated by Jim Bianco. The Fed made it clear they are going to fight inflation by… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – January 12th, 2022
The largest companies (FAANG + MTN) have been carrying the S&P 500 and Nasdaq Composite through the latest rally while the smaller companies falter. This could spell trouble in 2022.
Inflation can be broken down into reopening and non-reopening components. Powell's decision to retire the word 'transitory' may have been partly based on the rise in 'non-reopening' inflation.
Today's topics include central banks hold the power in 2022, what market signals are showing up?, the bond market's new normal, the Fed & climate change, bargain hunting in an overvalued stock market, UK workers out sick, rising yields disrupt 'everything rally', and web3 in 2022
Bianco Research Conference Call: The Bond Market Convulses Thursday, January 13, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated by Jim Bianco. The Fed made it clear they are going to fight inflation by… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – January 11th, 2022