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Bespoke Commentary from Bianco Research and Arbor Data Science – December 6th, 2021
December 6, 2021
Financial Times: Inflation tracker: the latest figures as countries grapple with rising prices Valentina Romei and Alan Smith – Much of the world is experiencing a dramatic bout of inflation. Yet many central banks are keeping interest rates at or close to record lows, despite the rise in prices caused by higher energy costs, strong… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – December 6th, 2021
Newsclips
The Coming COVID Case Spike
December 6, 2021
U.S. COVID cases appear poised to follow Europe much higher. Will U.S. policy follow the path we have seen before, with economic restrictions hurting growth and fostering even more inflation?
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Quick Comments/What We’re Reading
December 6, 2021
Today's topics include a way-too-early victory lap on inflation, record corporate profits, the end of globalization?, capitalism in China, warnings from the BIS, Ray Dalio walks back his comments on China, the return to the office, port congestion, checking in on the world's richest, and cryptos' slide
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Cartoons
December 6, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – December 3rd, 2021
December 3, 2021
Bianco Research Conference Call Replay: Does Omicron Mean MORE Inflation? Before omicron, inflation was the biggest threat to the economy. Overstimulation pushed demand to records and the supply chain couldn’t keep up. Additionally, the Great Resignation added to supply problems. Omicron could exaggerate this imbalance rather than reverse it. Jim Bianco: Thinking out loud here,… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – December 3rd, 2021
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Employment in Pictures – Leisure & Hospitality Wages Continue Higher
December 3, 2021
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.
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Quick Comments/What We’re Reading
December 3, 2021
Today's topics include ups & downs in China, kicking the debt ceiling problem down the road, getting top talent, how bad is omicron?, Munger comments on the markets, Musk keeps selling, and India coming around to blockchain tech
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Cartoons
December 3, 2021
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Fear of a Technical Default Is Becoming Real
December 2, 2021
The T-bill curve is pricing in a technical default between December 15 and December 23.
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Quick Comments/What We’re Reading
December 2, 2021
Today's topics include Powell's hawkish shift, Dudley on an accelerated taper, buy-the-dip mentality prevails, hedge funds are deleveraging, households' savings, Yuan's strength making Chinese trade less competitive, virus updates, global wage growth, the shipping logjam, and the digital Yuan