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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?
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?
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.
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.
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.
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.