Charts of the Week
Weekly Research Roundup
November 5, 2021
Some interesting charts from our recent posts
Some interesting charts from our recent posts
Jim Bianco: Here is the fed funds futures curve on the date of the last five FOMC meeting. Things changed at this meeting (blue) verses the rest of the meeting. In other words, between the September 22 FOMC meeting (red line) and yesterday’s FOMC meetings (blue line), the market had a material change in what… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – November 4th, 2021
Today's topics include don't read too much into productivity's plunge, still pointing toward June for the first rate hike, gauging maximum employment, understanding Fedspeak, global inflation, inflation's distorting effects on earnings, natural gas imports & exporters, Evergrande's upcoming payments, the crypto jobs market, and the battle to regulate stablecoins
pic.twitter.com/bP397hDrA7 — Root 🥕 (@therationalroot) November 1, 2021
Jim Bianco: Bed, Bath and Beyond, a meme from the Gamestop era (last January) is back! After the close, it doubled, up 67% as I write. Bloomberg: Bed Bath & Beyond Surges 91% Amid Accelerated Buyback Plan Jordyn Holman – Bed Bath & Beyond Inc. soared in late trading on Tuesday after announcing accelerated share… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – November 3rd, 2021
Short rates continue to send a signal that central banks are behind the curve.
Today's topics include the different camps of central bank policy, negative-yielding debt, Dudley on interest rate hikes, earnings' contribution to the stock rally, where have the bond vigilantes gone?, Lagarde continues to push back on rate hike expectations, Zillow's home-buying experiment comes to an end, another measure of supply chain issues, and China's digital yuan
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: Meme stocks are still the play … 127% in minutes! *AVIS BUDGET EXTENDS SURGE TO 127%, HITTING RECORD HIGH Nice daily chart! And let’s not forget last week’s meme stock, Trump’s SPAC, that briefly launched his net worth to… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – November 2nd, 2021
Wall Street is focused on two things, assessing how much fiscal stimulus the economy will get in 2022 and whether the December 3 debt ceiling will be messy. The Virginia gubernatorial election today could be a key factor in assessing these outlooks.
If cases are turning higher, more impediments to the economy may be in the offing.
Today's topics include RBA abandons yield curve control, global short-term yields on the rise, stock vs. bond volatility, consumer spending, Treasury liquidity concerns, whackflation, enticing more retail into options, quantifying supply chain problems, Dow 36k!, and the Fed's stablecoin paper is finally released