Charts of the Week
Inflation Expectations by Age
August 6, 2021
Those aged 60+ consistently have higher inflation expectations than those under 40.
Those aged 60+ consistently have higher inflation expectations than those under 40.
With the exception of Q3 2020, Q2 GDP growth was higher than any since 2003. Why did it fall short of economists' expectations?
China's crackdown on crypto miners has led to a decrease in bitcoin's hash rate.
The Bloomberg Commodities Index has returned 23.38% so far in 2021, marking one of the best years on record.
As might be expected, the regions of the world with higher vaccination rates have managed to keep death counts relatively low despite a surge in infections.
An update of the world of negative-yielding debt
A long-term look at the unemployment rate
Some interesting charts from our recent posts
Colleague: Any thoughts on continuing claims in light of ADP yesterday? Jim Bianco: From WWR WSJ: U.S. Jobless Claims Remain at Elevated Level After Steady Decline Also ADS had a good write-up today: Who Is Ready to Work? The Vaccinated or Those Without Enhanced UE Benefits? There are certainly a lot of moving parts, but… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – August 5th, 2021
Today's topics include timing the taper & first hike, the Fed's reserve repo facility, fixed-income relative-value arbitrage, wage growth, the labor force is shrinking, jobless claims, more on the eviction moratorium, shipping containers are a hot commodity, and negative-yielding debt
ZeroHedge: AMC Foolishness Comes At A Dear Cost Tyler Durden – When a central bank recklessly manipulates interest rates, the process fails. In such circumstances capital tends to gravitate toward speculative investments. The fittest, or those offering the economy the most productive benefits, do not receive the lions share of capital. Quite often, so-called zombie… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – August 4th, 2021