Today's topics include Powell gets reappointed, it's all about liquidity, the kink in the T-bill curve, inflation, rising car prices, how broad is this rally?, global debt, the supply chain, pensions reduce cash on hand, and crypto miners' exodus from China
As the global economy deals with shortages and inflation, Covid is returning and countries are locking down again. This will worsen the situation.
Today's topics include furnishing your new rental, Powell's Volcker moment, railways see supply-chain driven profits, passive investing & inflation, energy costs in Euro area fading?, the Fed race continues as both candidates are criticized, big-box versus small retail, Fuss weighs in on yields & risk, and crypto in the classroom
Bianco Research Conference Call Replay: The Inflation Narrative Is Changing Today, November 18, 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, hosted a client webinar/teleconference moderated by Jim Bianco. For most of the year, those in the “persistent” inflation camp were… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – November 18th, 2021
Today's topics include it all boils down to your inflation call, inflation views based on income, poor timing on share buybacks, how does one value high growth companies?, reaching for yield in junk bonds, the effect of rising shipping costs on products, Waller defends non-bank stablecoins..., and ...the ECB defends sovereign CBDCs
Bianco Research Conference Call: The Inflation Narrative Is Changing Tomorrow, November 18, 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. For most of the year, those in the “persistent” inflation… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – November 17th, 2021
Japan sold a record $11.42 billion of U.S. equities in September.
Today's topics include a disconnect between markets & managers, timing a hike, how widespread is inflation?, currency volatility on the rise, the fresh faces of the automotive industry, CalPERS diversifying and adding leverage..., ...NYC taxis tried to add leverage a decade ago. It did not end well, did you enjoy your brief respite from debt ceiling drama?, Covid's effect on the markets, Elon sells another billion in stock, and cryptos' rough day