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Bespoke Commentary from Bianco Research and Arbor Data Science – August 16th, 2021
August 16, 2021
Ben Breitholtz: Empire manufacturing shows prices paid receded for the third straight month. Alex Malitas: Ben do you have the chart on the big negative surprise from the Empire survey? On business conditions. Ben Breitholtz: Here it is. Empire state manufacturing is a very volatile survey, so big misses are quite normal. Purple being expected.… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – August 16th, 2021
Conference Calls
Takeaways From Camp Kotok
August 16, 2021
A replay of our August 19, 2021 conference call.
Newsclips
Q2 Earnings Update: Earnings Machine Trudges On
August 16, 2021
As of August 16, 2021, 457 S&P 500 companies have reported earnings with a beat rate of 86%.
Newsclips
Quick Comments/What We’re Reading
August 16, 2021
Today's topics include timing the taper, Treasury supply vs. tapering, stock market sentiment, the Fed's low rate mantra spans multiple chairs, 50th anniversary of the end of the gold standard, mutual funds vs. ETFs, more statistics on global shipping problems, the debt ceiling, the stock market's biggest companies, and Treasury clarifies crypto tax intentions
Newsclips
Cartoons
August 16, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – August 13th, 2021
August 13, 2021
Colleague: From Bberg’s 5 things to start your day morning piece…. Fears are rising that the rapid spread of the delta variant may lead to a repeat of last year’s shipping nightmares. The partial closure of the world’s third-busiest container port yesterday is putting pressure on already-stretched supply chains ahead of the key shopping season. The hub of Los Angeles… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – August 13th, 2021
Newsclips
Quick Comments/What We’re Reading
August 13, 2021
Today's topics include the global labor market, timing the taper, a new twist to the world's shipping problems, quantifying a hot housing market, stock market valuations, flows vs. prices, European stocks go streaking, and global ETF assets hit $9 trillion.
Newsclips
Cartoons
August 13, 2021
Charts of the Week
Inflation’s Contributors
August 13, 2021
Energy costs were once again the biggest contributor to headline CPI. The degree to which rising shelter costs offset falling used car and truck prices will likely be a key determinant in future CPI releases.
Charts of the Week
Stablecoins’ Reserves
August 13, 2021
The heat has been on stablecoins to be more transparent in their attestation of reserves. Tether and USDC have accepted the challenge.
Charts of the Week
Biden’s Approval Rating
August 13, 2021
Checking in on Biden's approval rating