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Bespoke Commentary from Bianco Research and Arbor Data Science – August 31st, 2021
August 31, 2021
Jim Bianco: US Latest But note that the cases from the south, including FL and TX, peaked on August 16 (orange line) But in the other 44 states, CV made a new high, and the rolling 7-day average (orange) continues higher. Note that the case numbers will be missing LA for the next several days… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – August 31st, 2021
Newsclips
Monthly Fund Flows – What Makes a Fund ‘Active’?
August 31, 2021
A recent study used a non-traditional definition of 'active' and 'passive' to show flows into 'very active' ETFs actually outpaced flows into 'very passive' ETFs since 2000.
Newsclips
Quick Comments/What We’re Reading
August 31, 2021
Today's topics include Fed risks moving too slow, the race for the next Fed chair, one damaged crop elevator accounts for 9% U.S. corn exports, using Pret to track return to work, one possible labor shift, why are rates so low?, more on the rise of rents, the space race continues, and on surging NFTs
Newsclips
Cartoons
August 31, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – August 30th, 2021
August 30, 2021
Ben Breitholtz: The ‘EVERYTHING RALLY’ is now the longest on record! The average Sharpe ratio across the spectrum of assets has been above 1-to-1 for 270 straight trading days. Such tightly packed risk-adjusted returns have only occurred ahead of the onset of tightening cycles (2004 and 2015). Ben Breitholtz: The “inflation is coming!” narrative has… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – August 30th, 2021
Newsclips
Quick Comments/What We’re Reading
August 30, 2021
Today's topics include reviewing Jackson Hole, defining maximum employment, productivity, comparing economic growth, ECB bond purchases, S&P 500 revenues, evictions, loose lending standards, checking in on mobility, and Paulson is no fan of crypto
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Cartoons
August 30, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – August 27th, 2021
August 27, 2021
Jim Bianco: *BIDEN ADVISERS EYE POWELL AS FED CHAIR, BRAINARD AS VICE CHAIR *BIDEN SEEN MAKING FED PERSONNEL ANNOUNCEMENTS LATER IN FALL *PAIRING POWELL AND BRAINARD COULD APPEASE LIBERAL DEMOCRATS Bloomberg: Biden Advisers Weigh Powell as Fed Chair, Brainard as Vice Chair Jim Bianco: TheHill: Fed reappointment splits progressives Jim Bianco: Desperate logistics service providers… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – August 27th, 2021
Newsclips
Quick Comments/What We’re Reading
August 27, 2021
Today's topics include Jackson Hole agenda, retail traders, remote work search soars, Brainard to get nod as Vice Chair?, eviction moratorium overruled, more unintuitive results on jobs & unemployment benefits, China continues picking winners & losers, junk bond performance, and lack of trading in Japanese bonds.
Newsclips
Cartoons
August 27, 2021
Charts of the Week
Household Debt Rises to $14.96 Trillion
August 27, 2021
Household debt in the U.S. rose to $14.96 trillion in the second quarter.