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Bespoke Commentary from Bianco Research and Arbor Data Science – September 24th, 2021

September 24, 2021

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: Yes, European banks has been disasters since the ECB cut to zero 8 years ago (June 2014). While American banks have done better, they still have been disastrous as well. This messy chart shows the total return of all… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 24th, 2021

Newsclips

10-Year Yields Break Out

September 24, 2021

10-year yields recently broke out of the high end of their range. Will fears of "persistent inflation" soon follow?

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Newsclips

Will the Fed Ever Have a CBDC?

September 24, 2021

It seems the deeper the Fed gets into a digital currency, the further away they get from actually issuing one.

Newsclips

Quick Comments/What We’re Reading

September 24, 2021

Today's topics include how long until 'transitory' becomes 'persistent'?, up jumps usage of the Fed's repo facility, Evergrande, bank loans, comparing growth & value stocks, the natural gas shortage, using crypto to get a bank loan, and how many times can China ban crypto?

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Newsclips

Cartoons

September 24, 2021

Charts of the Week

Comparing the Value of Credit in the U.S. to GDP

September 24, 2021

The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.

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Charts of the Week

Breaking Down Debt in the U.S.

September 24, 2021

A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper

Charts of the Week

Funding Gaps at Public and Private Pensions

September 24, 2021

Private pension funds have much smaller funding gaps than their government counterparts.

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Charts of the Week

Defined Benefit Plans Continue to Shrink

September 24, 2021

Defined benefit plans continue to be replaced by IRAs and defined contribution plans.

Charts of the Week

Comparing Real Estate to GDP and Stock Ownership

September 24, 2021

A home may be the biggest purchase most people make in their lives, but households' home equity is actually surpassed by households' direct stock ownership.

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Charts of the Week

69% of GDP Is Due to Personal Consumption

September 24, 2021

Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.

Charts of the Week

Almost 46% of FDIC Deposits Are Uninsured

September 24, 2021

Almost 46% of FDIC deposits in the U.S. are uninsured.