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Bespoke Commentary from Bianco Research and Arbor Data Science – July 30th, 2021

July 30, 2021

Financial Times: Gas crunch sends prices hurtling higher David Sheppard – Natural gas prices in Europe and the UK have soared to some of the highest levels on record, threatening to raise costs for households and businesses as global supplies of the critical fossil fuel remain tight. In the UK, prices have risen above 100p… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – July 30th, 2021

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Monthly Fund Flows – Mailed Checks & Equity Flows

July 30, 2021

Whether due to the reopening of the global economy, fiscal stimulus, or a stock market that continues to reach new highs, investors have piled into equities for most of 2021.

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Quick Comments/What We’re Reading

July 30, 2021

Today's topics include are high valuations the new normal?, supply shock in gas, inflation creeps into everyday items, rent inflation, more on Eurozone growth, IMF windfall and debt markets, sorry out of the office, and bigger players equal higher prices according to PWC

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Cartoons

July 30, 2021

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Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – July 29th, 2021 Afternoon Edition

July 29, 2021

Three Concerns for the Markets: Inflation, the Delta Variant, and China Replay Markets continue to look for answers to three key questions. First, is inflation transitory? Second, how might the delta variant impact the economy? Third, will China’s crackdown on its own economy hurt markets elsewhere? Full video below: Full audio below: Jim Bianco joined… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – July 29th, 2021 Afternoon Edition

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – July 29th, 2021

July 29, 2021

Jim Bianco: Two big misses this morning *U.S. 2Q ECONOMY GROWS AT 6.5% ANNUAL RATE; EST. 8.4% *U.S. WEEKLY JOBLESS CLAIMS AT 400,000 LAST WEEK; EST. 384,500 69 economists were surveyed for GDP and only one was below 6.5%.  The other 68 were looking for higher, including 8 that thought it would be above 10%.… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – July 29th, 2021

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Market Capitalization as a Percentage of GDP

July 29, 2021

A look at the size of various markets compared to the U.S. economy

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Quick Comments/What We’re Reading

July 29, 2021

Today's topics include Jim on the delta variant, Eurozone growth is slowing, understanding fedspeak, NYC homebuyers back in full swing, will Powell remain as chair?, is this where the office is heading?, higher prices on everyday items, and crypto taxes to fund infrastructure

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Cartoons

July 29, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – July 28th, 2021

July 28, 2021

Jim Bianco: Key line: “Since then, the economy has made progress toward these goals, and the Committee will continue to assess progress in coming meetings.” Ben Breitholtz: no more SUBSTANTIAL! Fuse lit? could still be a long one Jim Bianco: They have talk about “substantial progress” but never defined it. Still have not defined it… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – July 28th, 2021

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Newsclips

A Covid Update

July 28, 2021

Case counts continue to surge in the U.S. The market is still trying to determine how to process these numbers.

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Quick Comments/What We’re Reading

July 28, 2021

Today's topics include checking in on the Fed's reverse repo facility, previewing tomorrow's GDP release, interpreting real yields, timing the taper, vaccinations & global growth, big tech profitability, Chinese stocks, selling mortgage risk, the digital Yuan, and on Goldman's 'DeFi' ETF