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Bespoke Commentary from Bianco Research and Arbor Data Science – October 25th, 2021

October 25, 2021

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Real Vision Daily Briefing featuring Jim Bianco – 10/22/21 Financial Times: Investors show fear of central bank errors in short-term bonds Tommy Stubbington and Kate Duguid – The focal point of the global drop in government bond prices has shifted to… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – October 25th, 2021

Newsclips

The Market Is Signaling It’s Time for Aggressive Rate Hikes?

October 25, 2021

The market, now pricing as many as three rate hikes in 2022, is beginning to fear the Fed is falling behind the curve.

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Newsclips

Q3 Earnings Update: Still on Pace

October 25, 2021

117 companies have reported earnings with a beat rate of 82%. This is down slightly from the past couple quarters, but still very high historically.

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Quick Comments/What We’re Reading

October 25, 2021

Today's topics include inflation expectations & Fed conviction, transitory vs. persistent, managers & the labor crisis, no bargains this holiday season, China's economic slowdown, Cathie Wood vs. Jack Dorsey on inflation, more on Bitcoin futures' roll costs, and the gamification of trading

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Cartoons

October 25, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – October 22nd, 2021

October 22, 2021

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Bloomberg: RBA Forced to Defend Bond Target for First Time in 8 Months Swati Pandey and Garfield Clinton Reynolds – Australia’s central bank was forced back into defending its bond-yield target Friday as markets challenge its sanguine view toward inflation and… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – October 22nd, 2021

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Newsclips

Does the Bond Market Fear Inflation and Tapering?

October 22, 2021

Many believe the bond market has been driven by the Fed's $120B/month of QE buying. The argument followed that whenever the Fed began to remove this support, the bond market would be in trouble. Since Powell's taper announcement a month ago, isn't this exactly what is happening?

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Quick Comments/What We’re Reading

October 22, 2021

Today's topics include the demand side of the supply crunch, inflation expectations heating up, restricting Fed policymakers from trading, Europe's gas shortage, hedge fund performance, Evergrande avoids default for now, regulating the crypto world, and more on bitcoin's first U.S. ETF

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Cartoons

October 22, 2021

Charts of the Week

Housing Affordability

October 22, 2021

First-time homebuyers enjoyed a relatively affordable market in the decade following the housing crash. The recent rise in prices may be bringing that to an end.

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Charts of the Week

The Fed’s Footprint as the Taper Nears

October 22, 2021

How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?

Charts of the Week

DeFi Total Value Locked Back at All-Time Highs

October 22, 2021

Decentralized financial protocols now have almost $212 billion locked in their smart contracts. Half of this total is locked in the ten largest protocols.