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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
Newsclips
Nikkei 31-Year High, Why So Long?
September 15, 2021
The Japanese stock market has lagged behind the rest of the developed world. A giant equity bubble popping in the 1990s, an unwillingness to embrace change, and the lack of a large passive ETF market have all contributed to the 31-year drought.
Newsclips
Quick Comments/What We’re Reading
September 15, 2021
Today's topics include more on yesterday's inflation data, rising food costs, companies having difficulty in hiring, inflation eating away at low-wage paychecks, rent inflation, the flip side of supply shortages, CFA exam posts low success rate again, converting crypto doubters, breaking down the average crypto investor, China slows, and the Chinese government lashes out at another industry.
Newsclips
Cartoons
September 15, 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
Newsclips
Inflation Watch – Reopening vs Non-Reopening Components of CPI
September 14, 2021
August's CPI came in below estimates as many transitory categories acted as a drag on the index.
Newsclips
Quick Comments/What We’re Reading
September 14, 2021
Today's topics include new China lockdown, former Fed employee weighs in on taper, California's recall, renominating Powell, nothing to fear?, and discussing Defi
Newsclips
Cartoons
September 14, 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
Newsclips
Is Another Disappointing Payroll Report Coming?
September 13, 2021
Today, September 13, starts the payroll survey week, and with it a critical metric for the Fed's taper decision. COVID and Hurricane Ida could produce yet another disappointing report, further stalling the Fed's tapering plans.
Newsclips
Quick Comments/What We’re Reading
September 13, 2021
Today's topics include quantifying the impact of the Fed's credit facility, sticky vs. flexible CPI, the ECB's 'non-taper' taper, manufacturing wages, keep an eye on energy prices in Europe, capital expenditures, value vs. growth, El-Erian on stagflation, regulating stablecoins, and crypto adoption.