Charts of the Week
Net Equity Issuance
September 24, 2021
U.S. equity issuance grew by a net $1.1 trillion in the second quarter.
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Long-Term Outlook: A Century of Gold Prices
September 24, 2021
A long-term look at a century of gold prices
Charts of the Week
Weekly Research Roundup
September 24, 2021
Some interesting charts from our recent posts.
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – September 23rd, 2021
September 23, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Ben Breitholtz: Through Powell’s presser yesterday, officials have ramped up inflation discussions to the highest frequency since mid-2016. Nonetheless, employment continues to reign supreme. Financial stability, so-called 3rd mandate, has become less than an afterthought. Utterances of ‘transitory’ or similar peaked… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 23rd, 2021
Newsclips
Quick Comments/What We’re Reading
September 23, 2021
Today's topics include Evergrande saga continues, high food prices, debt ceiling update, payment for order flow, US addresses chip shortage stress, what drives commodities higher, more thoughts on inflation, and new flash boys
Newsclips
Cartoons
September 23, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – September 22nd, 2021
September 22, 2021
If you have any further questions on this material please contact me at: gushandler@arborresearch.com Ben Breitholtz: I see implied vol expectations across the curve are FALLING! The moderate bump we saw in 10-year vol is vanishing. Jim Bianco: That’s it, thank you playing and drive home safely. Ben Breitholtz: So the bump in PCE inflation… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 22nd, 2021
Newsclips
An Update on Cathie Wood & the ARK Funds
September 22, 2021
Cathie Wood and the ARK ETFs, headlined by ARK Innovation (ARKK), are arguably the most important manager/complex on Wall Street. After their outstanding performance in 2020, these funds have not kept pace in 2021. We update their returns, investors' reaction to their performance, and Wood's reaction to skeptics.
Newsclips
China’s Economy Slows and the Fed
September 22, 2021
The Chinese economy is hitting the skids hard. Their most vulnerable companies are in trouble and the government is cracking down on the private sector. The People's Bank of China is injecting huge sums of liquidity into the economy, its most since January.
Newsclips
Quick Comments/What We’re Reading
September 22, 2021
Today's topics include all eyes on the Fed today, the latest on Evergrande, the debt ceiling debate, skepticism on the Chinese government?, the currency markets move in lockstep, bond market approaches the 40th anniversary of record high yield, bond market regulation, more on backlogged ports, and analyzing the effects of extra unemployment benefits
Newsclips
Cartoons
September 22, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – September 21st, 2021
September 21, 2021
Jim Bianco: Bloomberg has a weekly consumer confidence report that breaks it down by self-described political alignment. As this chart shows, political alignment might be the strongest of all traits in determining consumer confidence (see the bottom panel and note how it gets stronger over time).So, consumer confidence surveys are merely asking one which political… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 21st, 2021