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
A record 15 of 18 Fed officials reported upside risks to inflation in December, but this comes amidst high uncertainty.
Russian gas exports to Europe remain near zero and prices are still up more than 500% in the last year.
ESG funds, dominated by FAAMG stocks, have outperformed vice funds handily over the past few years.
The Horizons Bitcoin Front-Month Rolling Futures Index has proven to be a good proxy for the returns of the Proshares bitcoin futures ETF thus far.
The TV News Archive tracks captions of major news networks, breaking them into 15-second time blocks. The chart breaks down how often cable TV mentioned the specific phrases 'Delta variant' and 'Omicron variant.'
An update of the world of negative-yielding debt
A long-term look at population growth rates
Some interesting charts from our recent posts.
Jim Bianco: Hikes now priced in for March, June, Sept and a tick away from Dec for the fourth hike (but priced in for Feb 2023). First hike pricing history. Fourth hike pricing history. The two-year continues to surge today, now trading at 0.88%, up 12 basis point this week. This means the market, for the… Continue reading Bespoke Commentary from Bianco Research – January 6th, 2022
Today's topics include fireworks from the FOMC minutes, non-profitable tech's worst stretch in 10 years, state government spending, more on active managers' underperformance, the labor market's mixed messages, the reflation trade, Clarida's stock trades under fire again, and ETH's Defi dominance