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Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – September 29th, 2021
September 29, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Bianco Research Conference Call Thursday – Tapering and Markets Thursday, September 30, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 29th, 2021
Newsclips
Will Powell Be Sacrificed for a Debt Ceiling Deal?
September 29, 2021
Yesterday Jim was on Fox Business with Charles Payne. In the interview, Jim was asked about the debt ceiling and Jay Powell's renomination. Both might be in trouble.
Newsclips
Quick Comments/What We’re Reading
September 29, 2021
Today's topics include rising yields, persistent vs. transitory inflation, quantifying central bank hawkishness, energy crisis hitting Chinese growth estimates, fitch cuts Evergrande to CC, bank mergers, and CFTC fines crypto exchange for offering leveraged products
Newsclips
Cartoons
September 29, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – September 28th, 2021
September 28, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco joins Fox Business to discuss Kaplan, Rosengren’s Resignations and Powell’s Renomination Jim Bianco: *BRENT OIL HITS $80 A BARREL FOR THE FIRST TIME SINCE OCT. 2018 Broke out to a new 10 year high. New 6 year high. Ben… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 28th, 2021
Newsclips
Is Persistent Inflation Now the Concern?
September 28, 2021
Rates can move higher for many reasons. We fear the rise in rates over the past week is more about persistent inflation and less about a taper tantrum or stronger economic data.
Newsclips
Quick Comments/What We’re Reading
September 28, 2021
Today's topics include more on inflation expectations, is transitory becoming persistent?, energy crunch intensifies, Kaplan & Rosengren 'retire', quantifying the move in yields, the 60/40 portfolio's bad month, Manheim's used vehicle value index, the latest on the debt ceiling, and that was one expensive transaction
Newsclips
Cartoons
September 28, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – September 27th, 2021
September 27, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Conference Call Thursday – Tapering and Markets Thursday, September 30, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a webinar/teleconference moderated by Jim Bianco.… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 27th, 2021
Conference Calls
Conference Call Replay – Tapering and Markets
September 27, 2021
A replay of our September 30, 2021 conference call.
Newsclips
Quick Comments/What We’re Reading
September 27, 2021
Today's topics include can the Fed control inflation?, supply chain worsens, the energy crisis, the Fed explores its options in case of debt limit issues, an explosion in options trading, China's not done with its tech firms, stocks vs. bonds, a credit crunch among commodity traders, how much power should a central bank have?, day trading SPACs, SOFR gaining steam, and China's ban on crypto