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Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – September 15th, 2021

September 15, 2021

Jim Bianco joins Fox Business to discuss the CPI Report, US 10-Year Treasury and Fed Taper Timeline Jim Bianco: I was asked about the weightings on CPI reopening components.  I added tables on the charts. Ben Breitholtz: Here’s the breakdown I quickly put together for Reopening and Stay at Home components within CPI. Both sides… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 15th, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – September 14th, 2021

September 14, 2021

Colleague: *** CPI for Aug 2021*** CPI m/m: +0.3%   (vs +0.4% exp) CPI y/y: +5.3%   (vs +5.3% exp) Core m/m: +0.1%   (vs +0.3% exp) Core y/y: +4.0%   (vs +4.2% exp) Differences between Core and headline CPI m/m were driven by Food +0.4% vs Energy +2.0%. Unrounded Values: CPI:  +0.2744% m/m, +5.2513% y/y y/y was close… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 14th, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – September 13th, 2021

September 13, 2021

Ben Breitholtz: Top forecasters on core CPI see a slight miss at 0.2% MoM (vs est 0.3%). Another big release in CPI, yet bond investors show little to no fear! US Treasury implied volatility (via swaptions here 1m X 10y) continue to skid lower and lower. Where’s the excitement? There ain’t any. The two big… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 13th, 2021

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