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Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – December 1st, 2021

December 1, 2021

Bianco Research Conference Call: Does Omicron Mean MORE Inflation? Tomorrow, December 2, 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 webinar/teleconference moderated by Jim Bianco. Before omicron, inflation was the biggest threat to the economy. Overstimulation pushed… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – December 1st, 2021

Newsclips

Total Return Review – Two-Year Note on Pace for First Yearly TR Loss on Record

December 1, 2021

The two-year Treasury note is on track to finish the year with a negative total return, a feat that hasn't occurred since data began being collected in 1973.

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Newsclips

Quick Comments/What We’re Reading

December 1, 2021

Today's topics include facing the debt ceiling, majors & repaying college debt, ECB hits the pause button, OECD forecasting & omicron, El-Erian on Powell's comments, more on hiding the supply chain problem, and can Ether flip Bitcoin?

Newsclips

Cartoons

December 1, 2021

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Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – November 30th, 2021

November 30, 2021

Colleague: Client asking re your view expressed yesterday re inflation …wouldn’t a fall in oil from lockdowns be disinflationary? Jim Bianco: Oil would fall, but I don’t think core inflation falls unless you’re predicting a recession. If it gets that bad, we’re mailing checks again. That keeps demand up. By now most recognize that we… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – November 30th, 2021

Newsclips

Hiding the Supply Chain Problem

November 30, 2021

Despite statements to the contrary, the supply chain is not getting better. The case could be made that it is the worst it has ever been now. Recent changes in shipping data appear to be designed to hide the problem, not alleviate it.

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Newsclips

Monthly Fund Flows – The Growth of Index Funds

November 30, 2021

Index funds have accounted for an increasingly larger portion of ETF and mutual funds' assets under management over the past decade.

Newsclips

Quick Comments/What We’re Reading

November 30, 2021

Today's topics include Moderna CEO comments on omicron, volatility & omicron, carbon bubble bets, keep an eye on the T-bill curve, carry trade returns, supply chain probe, gas prices cause pain, widest profit margins since 1950, and crypto whales

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Newsclips

Cartoons

November 30, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – November 29th, 2021

November 29, 2021

The Roundtable Insight – Jim Bianco and Yra Harris and Roundtable Jim Bianco: On Friday we had a big sell off on virus news (down 2.3%). Does this remind you of anything???? Jim Bianco: Yes, we learned from the last two years, like travel bans do not work, and will not re-run the same playbook… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – November 29th, 2021

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Conference Calls

Does Omicron Mean MORE Inflation?

November 29, 2021

A replay of our December 2, 2021 conference call.

Newsclips

Does Omicron Mean MORE Inflation?

November 29, 2021

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.