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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
Newsclips
Quick Comments/What We’re Reading
September 10, 2021
Today's topics include the November taper, economists forecast first rate hike in second half of 2022, betting on inflation, keeping an eye on rents, the debt ceiling, Rosengren & Kaplan pledge no more trading, removing stimulus, more on the ECB's 'non-taper' taper, china's new stock market, port congestion continues to get worse, is LIBOR's replacement finally taking hold?, and the future of cities
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Cartoons
September 10, 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
Newsclips
Has Delta Peaked?
September 9, 2021
Daily COVID cases appear to be peaking both in the United States and globally.
Newsclips
Quick Comments/What We’re Reading
September 9, 2021
Today's topics include Yellen warns of October debt ceiling deadline, all calm in the markets, the ECB's 'non-taper' taper, which states delivered rent relief?, Federal Reserve seats, questioning Fed officials' portfolios, equity inflows in 2021, Cathie Wood's China strategy, and more on Coinbase's battle with the SEC
Newsclips
Cartoons
September 9, 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
Newsclips
Quick Comments/What We’re Reading
September 8, 2021
Today's topics include Jim discusses the reopening on Fox, job openings, emerging economies facing taper issue, the bull case for the dollar, diverging industrial metals, differing opinions on investing in China, FANGs leading the market higher again, digital currencies & negative rates, and the SEC warns Coinbase
Newsclips
Cartoons
September 8, 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