With Q4 2021 earnings season starting this week, we check in on expectations for the S&P 500. As the Federal Reserve dominates financial headlines, very strong earnings will again be needed to continue to justify prices in a rising rate environment.
Today's topics include five rate hikes?, keep an eye on rental inflation in tomorrow's CPI release, Dudley plays Monday morning quarterback, china's zero-covid policy locks down more cities and ports, covid rises in two important economic powers, US workforce drags, who will pick up central banks' slack in buying bonds?, the great resignation, now it's 'Powell pressure', comparing vaccines, Clarida resigns two weeks before term set to expire, a look at Biden's potential fed picks, ai rethinks portfolio allocations for those closer to retirement, and more relief for European power prices
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 10th, 2022
A replay of our January 13, 2022 conference call.
The Fed made it clear they are going to fight inflation by raising rates and possibly beginning Quantitative Tightening (QT). The bond market convulsed as everyone rushed for the exit.
Today's topics include the global supply crunch, 60 minutes on the labor market, is the Fed behind the curve?, car prices still rising, commodities, politics & inflation, market breadth, gold, and Larry Fink
Jim Bianco joins Fox Business to discuss the latest on Cryptocurrencies & COVID-19 Jim Bianco: *U.S. 10-YEAR YIELD RISES TO 1.801%, HIGHEST SINCE JANUARY 2020 Colleague: Why don’t they hike in Jan? Jim Bianco: They are STILL buying $60 billion of securities this month! $30 billion in Feb and $0 on March. The Fed made… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – January 7th, 2022
Wage growth in the leisure and hospitality industry remains strong, even when looking at a shorter timeframe to avoid comparisons to the depths of the pandemic.
Today's topics include bond traders 2022 start wasn't great, ARK continues to struggle, more pain for China's economy, streaming wars, is the transitory argument still alive?, fallout from Evergrande saga, mortgage rates creeping higher, Eurozone inflation continues higher, and bitcoin 40% off its high