Conference Calls
Three Big Secular Shifts
September 7, 2021
A replay of our September 9, 2021 conference call.
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More on Work-From-Home – A Secular Shift?
September 7, 2021
We continue to believe the pandemic caused a secular shift toward work-from-home. The old models of how the labor force reacts to pay and working conditions have changed. This will lead to more "persistent" inflation.
Newsclips
Quick Comments/What We’re Reading
September 7, 2021
Today's topics include the New York Fed suspends its nowcast model, rents & inflation, stagflation, the Fed's difficult timing task, quantifying supply chain issues, more on the labor market, should CAPE be adjusted for tax rates?, back to office thoughts, and bitcoin's big day in El Salvador
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Cartoons
September 7, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – September 3rd, 2021
September 3, 2021
Jim Bianco joins Bloomberg to discuss the Federal Reserve, Labor Market and the Delta Variant Ben Breitholtz: As foretold, the gap between US and German 10-year inflation breakevens is closing with recent range lows giving way. Investors pricing in a new floor for eurozone headline inflation at 1.5% YoY is a big deal. On our… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – September 3rd, 2021
Newsclips
Employment in Pictures – Another Huge Miss & a Look at Wages
September 3, 2021
August's payroll report was 498k jobs short of expectations. This ranks as the third largest downside miss on record.
Newsclips
Mobility Check: Seasonality, Ida, or Delta?
September 3, 2021
To get a clearer picture of the slowdown in mobility, a deep dive into the data is necessary. Distinguishing between seasonal factors, Hurricane Ida, and the delta variant is a difficult task.
Newsclips
Quick Comments/What We’re Reading
September 3, 2021
Today's topics include Q3 slowdown, Latin American inflation, food problems will keep coming, peaking profitability?, half of U.S. small businesses can't fill jobs, new supply chain models, housing market and mobility, and probing Uniswap
Newsclips
Cartoons
September 3, 2021
Charts of the Week
Who’s Buying at Auction?
September 3, 2021
Dealers and brokers used to be the largest participants in Treasury note and bond auctions, but they have given way to investment funds over the last decade.
Charts of the Week
Are Banks Hitting Their Limit at Fed’s Repo Facility?
September 3, 2021
Minutes from the July FOMC meeting suggested the Fed stands ready to raise the $80 billion per counterparty limit on its reverse repo facility.
Charts of the Week
Gaming Earnings Expectations
September 3, 2021
As another earnings season comes to a close, companies have once again successfully beat analysts' expectations.