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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.
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.
Newsclips
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
Newsclips
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
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?
Newsclips
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
Newsclips
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.
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?