Today's topics include BOE hikes, understanding Fedspeak, breaching borrowing guidance, covid & restrictions, inflation asset flows, Evergrande trouble continues, corporate profits up but employee income stagnant, the supply chain, and year in review: we can't ignore crypto
Bianco Research Conference Call: What Does The Fed Do Now? Thursday, December 16, 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. Now that the word transitory has been retired, what does the… Continue reading Bespoke Commentary from Bianco Research – December 15th, 2021
The majority of fund managers still believe inflation is transitory. Consequently, they expect fewer rate hikes than the market is pricing. The Fed can reconcile these positions today.
Today's topics include differing views on transitory, renters vs. homeowners, enticing people back to work, record inflows into inflation-linked assets, Congress raises debt ceiling, COVID hospitalization rates, omicron, sports have a covid issue, Europe's gas crunch, and crypto pricing glitch
Bianco Research Conference Call: What Does The Fed Do Now? Thursday, December 16, 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. Now that the word transitory has been retired, what does… Continue reading Bespoke Commentary from Bianco Research – December 14th, 2021
COVID cases are expected to spike in parts of the world, which usually means restrictions are around the corner. This risks impairing the global supply chain even more, pushing supply and demand further out of whack, and fostering inflation.
Today's topics include analyzing Powell's pivot, shorting Treasuries, what are the biggest risks in 2022?, all this cash & nowhere to go, investing expectations by age, small-cap vs. large-cap valuations, keeping tabs on global shipping issues, capital expenditures decline in G8, and cryptos' rough month
Bianco Research Conference Call: What Does The Fed Do Now? Thursday, December 16, 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. Now that the word transitory has been retired, what does… Continue reading Bespoke Commentary from Bianco Research – December 13th, 2021
Now that the word transitory has been retired, what does the Fed do next? Do they fight inflation or worry about risk assets? They can't do both at the same time