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Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – September 10th, 2021

September 10, 2021

Ben Breitholtz: PPI remains ultra-high on a rolling 3-month annualized basis, rivalling levels last seen in the early 1980s. But! Commodity prices tracked by PPI have begun to abate to a 3-month annualized pace of 16%. The % of commodities rising also moderated. And measuring the tail events via 2+ st dev moves totals nearly… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 10th, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – September 9th, 2021

September 9, 2021

Ben Breitholtz: It’s ‘the olds’ who continue to have the largest right-side tail for inflation expectations. 46% of those aged 55 or more see 5+% YoY headline inflation over the year ahead. Greg Blaha: The Fed’s Survey of Consumer Expectations tells pretty much the same story over a 1- and 3-year horizon. Ben Breitholtz: All… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 9th, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – September 8th, 2021

September 8, 2021

Three Big Secular Shifts   Thursday, September 9, 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 by Jim Bianco. It is easy to get bogged down in the cyclical narratives in the markets. For this… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 8th, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – September 7th, 2021

September 7, 2021

Jim Bianco joins Fox Business to discuss the COVID-19 Reopening and the Effect on the Market Ben Breitholtz: Investors creating a stronger and stronger floor for headline CPI within the eurozone at 1.5% YoY.  Also now pricing in a 30% probability headline CPI can average above 2.0% YoY for the next five years. US Treasury… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 7th, 2021

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