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Bespoke Commentary from Bianco Research & Arbor Data Science – January 27th, 2022

January 27, 2022

Bianco Research Conference Call Replay: The Markets Get Volatile The replay of our January 27, 2022 conference call titled The Market Gets Volatile can be found here. Jim Bianco joins Fox Business to discuss yesterday’s FOMC Announcement, the Bond and Stock Market Jim Bianco: 1.20% 2-year, up 19 bps since the release of the statement… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – January 27th, 2022

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Market Capitalization as a Percentage of GDP

January 27, 2022

A look at the size of various markets compared to the U.S. economy

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Newsclips

Quick Comments/What We’re Reading

January 27, 2022

Today's topics include Bridgewater looking for a much bigger drop, understanding Fedspeak, a change in spending patterns, gas to remain high, commodities traders pricing in war, retail buyers still coming, looking at oil, and the bull case for crypto

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Cartoons

January 27, 2022

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Media & Communications

Bespoke Commentary from Bianco Research & Arbor Data Science – January 26th, 2022

January 26, 2022

Bianco Research Conference Call: The Markets Get Volatile Thursday, January 27, 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 stock market is undergoing its biggest correction since the pandemic. Volatility… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – January 26th, 2022

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Quick Comments/What We’re Reading

January 26, 2022

Today's topics include could stocks' drop sway the Fed?, financial conditions tighten, Goldman & Citi suggest it is time to buy the dip, checking in on the Fed's balance sheet, what will QT look like?, discretionary Fed policy, labor costs & inflation, chip supply still worsening, and crypto's money laundering problem

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Cartoons

January 26, 2022

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What Ends Crypto’s Correlation to Legacy Markets?

January 25, 2022

Cryptocurrencies are often viewed as the farthest point on the risk curve, akin to leveraged stock positions. The growth of Decentralised Finance (DeFi) could help change the correlation between cryptos and stocks.

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Newsclips

Short Covering or Retail Capitulation?

January 25, 2022

Given yesterday's wild volatility and dramatic reversal, one would think it offered signs of capitulation that would mark a major low. But the data does not (yet?) support this case. No evidence of a big short position among professional traders exists while two-way action by retail was evident.

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Quick Comments/What We’re Reading

January 25, 2022

Today's topics include yesterday's wild ride, the retail crowd bailed just as stocks bottomed yesterday, stocks' bad start to the year, valuations remain stretched, raising cash, struggling millennials, the worker shortage, unprofitable companies, and crypto mining profitability

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Cartoons

January 25, 2022

Media & Communications

Bespoke Commentary from Bianco Research & Arbor Data Science – January 24th, 2022

January 24, 2022

Bianco Research Conference Call: The Markets Get Volatile Thursday, January 27, 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 stock market is undergoing its biggest correction since the pandemic. Volatility is… Continue reading Bespoke Commentary from Bianco Research & Arbor Data Science – January 24th, 2022