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Bespoke Commentary from Bianco Research and Arbor Data Science – July 27th, 2021
July 27, 2021
Jim Bianco: The US keeps rising at 50% versus the previous day of the week. Highlighted below is Tuesday and the the last four previous Tuesdays. 180k to 200k this Friday? (the spikes are Friday – the highest day of the week) So what is the market response to this? 1. Economic restrictions and a… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – July 27th, 2021
Newsclips
China Cracks Down on Its Companies
July 27, 2021
China seems intent on rolling back its capitalist experiment to the detriment of its entrepreneurs and technology sector.
Newsclips
Quick Comments/What We’re Reading
July 27, 2021
Today's topics include previewing the FOMC meeting, Chinese stocks, the market that keeps bouncing back, the Fed's involvement in the MBS market, and Tether responds to allegations
Newsclips
Cartoons
July 27, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – July 26th, 2021
July 26, 2021
During the “summer of confusion” around the inflation narrative, Ben Breitholtz says a more hawkish Fed could actually bring yields lower. Jim Bianco: Bloomberg: U.S. Real Yields Fall to Record Low Amid Growth Concerns James Hirai and William Shaw – The real yield on U.S. 10-year debt fell to a record low as concerns mounted… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – July 26th, 2021
Conference Calls
Three Concerns for the Markets: Inflation, the Delta Variant, and China
July 26, 2021
A replay of our July 29, 2021 conference call.
Newsclips
Q2 Earnings Update: Historic Beat Rates Become the Norm
July 26, 2021
This week we look at the difference in trailing and forward earnings for the S&P 500, the latest earnings growth rates, and company-offered guidance.
Newsclips
Quick Comments/What We’re Reading
July 26, 2021
Today's topics include betting on higher bond yields, record low real yields, rate hike expectations, communicating 'transitory' inflation, keep an eye on the debt ceiling, SOFR's big day, wealth inequality, the barriers to crypto adoption, and inflation impacting Biden's approval rating?
Newsclips
Cartoons
July 26, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – July 23rd, 2021
July 23, 2021
Jim Bianco: Again, confirmed cases is the metric that politicians use to make lockdown decisions. It should not be this stat alone, but sadly it is. Day of week has a strong seasonal. Yesterday (July 22) at 55k was almost double the previous Thursday (July 15) at 28k. Labeled is the last six Fridays. Note this… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – July 23rd, 2021
Newsclips
Quick Comments/What We’re Reading
July 23, 2021
Today's topics include assessing growth, more aid on the way for struggling homeowners?, taper consensus: MBS vs. Treasuries, differing opinions on the ECB's dovish statement, output gaps across the world, problems distributing aid for tenants, modern monetary theory, the Delta variant, currency volatility, checking in on Europe's recovery, and more on stablecoins' holdings