Charts of the Week
Measuring Regulatory Activity in 2021
October 22, 2021
Despite Democrats' unified control of government, the pace of regulation in the U.S. has contracted significantly in 2021.
Despite Democrats' unified control of government, the pace of regulation in the U.S. has contracted significantly in 2021.
The Fed doubled the counterparty limit of its repo facility to $160 billion per day at its most recent FOMC meeting. The volume flowing through this facility continues to grow.
An update of the world of negative-yielding debt
A long-term look at PE ratio and rates
Some interesting charts from our recent posts
Jim Bianco: Now just five basis points for a new all-time high. *U.S. 5-YEAR TIPS BREAKEVEN RATE 2.83%, HIGHEST SINCE 2005 10-year BE is now just 2 basis points from its post financial crisis high. And it is just 13 bps from its highest print in the last generation. And remember the Fed now owns… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – October 21st, 2021
Today's topics include real wage growth, keeping an eye on China, globalization hurt by supply chain issues, more on fund managers' allocations, the old economy vs. new economy, Quarles on inflation, and crypto as an inflation hedge
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Bloomberg: Fed Seen Well Behind as Global Race to Rate Hikes Hits Overdrive Edward Bolingbroke – Compared with the rest of the world’s central banks, the market’s timetable for when the Federal Reserve will start raising interest rates looks positively subdued.… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – October 20th, 2021
Today's topics include investors' equity allocations at all-time highs, Q3 GDPNow slides to 0.5%, stagflation lite, an eye on holiday spending plans, enticing people back to the workforce, CEOs play the transitory game, the retail crowd buys the dip yet again, in Powell's defense, and a big day for bitcoin futures ETF.
We’re all thinking it pic.twitter.com/vytTuZIiqX — James Spediacci (@jspediacci) October 15, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Ben Breitholtz: Building permits worse than any forecast at -7.7%, but remember this is a VERY noisy series. Only the Midwest saw permits rise in September. Twitter: Ben Casselman @bencasselman So far, the “Great Resignation” is mostly a blue-collar phenomenon — job-to-job… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – October 19th, 2021