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Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – August 10th, 2021

August 10, 2021

Ben Breitholtz: NFIB’s small business survey shows the first tick lower in those reporting higher prices since December 2020. Yet another survey likely peaking out! Also those reporting inflation as the single most important problem: Jim Bianco: Quick get Rich Clarida on the phone to explain why inflation remains well anchored! Plans to raise prices,… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – August 10th, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – August 9th, 2021

August 9, 2021

Jim Bianco joins Fox Business to discuss the COVID-19 Delta Variant and Cryptocurrencies Jim Bianco: The Fed’s Survey of consumer finances for July was released today.  Inflation expectations are continuing to go higher. Ben Breitholtz: Are these coincidental with realized CPI? Any predictive power? Seems like these jumped as a result of CPI releases, no?… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – August 9th, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – August 6th, 2021

August 6, 2021

Jim Bianco: *U.S. JULY PAYROLLS INCREASE 943,000; EST. 870,000 *U.S. JULY UNEMPLOYMENT RATE FALLS TO 5.4% VS 5.9% (ADP way way off again) Ben Breitholtz: Non-seasonally adjusted NFPs was -133k for July, so was the seasonal adjustment huge?! Colleague: “substantial further progress” Ben Breitholtz: Waller will be happy. Colleague: Taper in Sept ? or announced… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – August 6th, 2021

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