Charts of the Week
Weekly Research Roundup
October 8, 2021
Some interesting charts from our recent posts
Some interesting charts from our recent posts
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Colleague: Customer question: Assuming that the FED announces a taper and begins the process in November, it would make sense that they would have to stick to the schedule and complete the program unless the economy slows down dramatically.. Any thoughts… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – October 7th, 2021
Today's topics include previewing the payrolls report, Congress plays kick the can, Treasury market liquidity after the Fed leaves, checking in on Powell's odds of another term, the energy crisis's toll on global GDP, pandemics & inflation, pension funds, and what's in Tether's vaults?
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: Siegel is a perma-bull so for him to get this aggressive is surprising. Forbes: Inflation Alert: Expect Prices To Climb 25% Says Wharton’s Jeremy Siegel Jason Bisnoff – Wharton professor Jeremy Siegel told the assembled wealth managers at the Forbes/SHOOK… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – October 6th, 2021
Wall Street continues to underestimate the potential of a technical debt default on U.S. debt. Markets are not prepared for this possibility.
Today's topics include transitory vs. persistent inflation, Q3 GDPnow continues lower, looking for relative value opportunities in treasuries, growth vs. value, big tech valuations, the potential fallout from China's real estate problems, checking in on the world's richest, Bitcoin mining during the energy crunch, Staff shortages has management teams at last resort
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco joins Fox Business to discuss the Recent Issues at the Federal Reserve & Cryptocurrencies Ben Breitholtz: Still watching the difference in one versus three-month implied volatility for 1-year rates. One-month starting to moved higher in opposition to the three-month.… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – October 5th, 2021
Today's topics include waning enthusiasm from the retail crowd?, earnings & stocks, the UK's energy problems continue, the 60/40 portfolio disappoints, checking in on sentiment, central banks confront stagflation, Fed officials' trading activity to be reviewed, SOFR continues gaining steam, another way to measure supply chain woes, the oil rally, and another crack in China's housing market
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: Remember the debt ceiling is tied to the infrastructure and (now formerly) $3.5 trillion spending bills. With no deal on these two bills, we get no debt ceiling hike. Biden saying their is no urgency, then how is the… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – October 4th, 2021