Newsclips
Interpreting the Bond Market
December 21, 2021
We believe the bond market is signaling a high likelihood that the Fed ends up breaking either the markets or the economy.
We believe the bond market is signaling a high likelihood that the Fed ends up breaking either the markets or the economy.
Today's topics include the cost of servicing UK debt, the Fed's average inflation target, rising rents, more on Europe's gas supplies, the supply/demand imbalance in the U.S., a review of asset managers' year, five stocks account for half of S&P's gains since April, and crypto volatility
For the last 13 years, whenever the economy or markets got wobbly, the Fed would inject massive accommodation and a recovery would ensue. This was possible because inflation never materialized. That’s not the case now.
Today's topics include the biggest story nobody is talking about, lockdowns are here, the coming COVID boom?, used car prices continue higher, the new normal, rate hikes around the world, more on the supply chain's issues, global liquidity, assessing the Fed's rate hike plans, and what awaits stocks in 2022?
The replay of the Bianco Research December 16, 2021 conference call titled What Does The Fed Do Now? can be found here. Jim Bianco: This is a 3-day tick chart of the S&P 500. It has now completely reversed the Powell rally from Wednesday. Here is a six-month bar chart of the Russell 2000, small cap stocks. They… Continue reading Bespoke Commentary from Bianco Research – December 17th, 2021
Case counts continue to rise and more economic restrictions are being put in place.
Today's topics include central banks' responses to unemployment, negative real rates, different responses to inflation, growth expectations for next few quarters, the FAANG stocks vs. the rest of the market, more on the shipping logjam, updating Elon's tesla share sales, waning volume in crypto, and crypto solutions to corporate problems
The replay of the Bianco Research December 16, 2021 conference call titled What Does The Fed Do Now? can be found here. Jim Bianco joins Fox Business to discuss Inflation, the Omicron Variant & Congress Stock Trading Jim Bianco: Another new record (orange line, 7-day average). The world printed the highest day since August. Africa… Continue reading Bespoke Commentary from Bianco Research – December 16th, 2021
The Fed's holdings of Treasury securities continues to grow and remains larger than all other central banks' holdings combined.