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Quick Comments/What We’re Reading
July 14, 2021
Today's topics include the transitory debate continues, the many ways of measuring inflation, rising food prices, the Fed's taper tension, buying & selling of Chinese stocks, more on MSCI's all-encompassing index, lumber's fall & house prices, and stablecoins vs. CBDCs
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Cartoons
July 14, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – July 13th, 2021
July 13, 2021
Jim Bianco: CPI was a big blow out to the upside, both headline and core. Don’t worry, just relax and keep repeating “transitory” over and over. Y/Y CPI headline = 5.4% Core 4.5% *U.S. JUNE CONSUMER PRICES INCREASE 0.9% M/M; EST. 0.5% From Bloomberg’s MLIV blog Another Month, Another Inflation Shock Oh my! That was… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – July 13th, 2021
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Understanding the Bond Market
July 13, 2021
How much more inflation will we see moving forward? And now much longer can the bond market ignore it?
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Inflation Watch – All Eyes on Rents
July 13, 2021
Shelter costs, which have been the sleeping giant in the inflation debate, are beginning to reflect higher rents across the U.S.
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Quick Comments/What We’re Reading
July 13, 2021
Today's topics include a weaker yuan, investing in sovereign debt, indexing it all, fintech investing, Bullard on reining in stimulus, governments' record debt level, new working incentives, crypto volume tumbles in June, and risk-adjusted crypto returns
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Cartoons
July 13, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – July 12th, 2021
July 12, 2021
Jim Bianco joins Fox Business to discuss Stocks vs Bonds and Cryptocurrencies with Charles Payne Jim Bianco: Bloomberg: Wall Street’s Math Whizzes Are Racing to Wire Up the Bond Market Justina Lee – Electronic venues like MarketAxess and TradeWeb accounted for 37% of investment-grade and 26% of high-yield trading in May, 8 percentage points higher… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – July 12th, 2021
Newsclips
The Bond Market: A Rush to Get Long?
July 12, 2021
The recent drop in the 10-year yield to almost 1.25% last week looks to be more a function of a bullish rush to get long the bond market rather than the covering of incorrect short positions.
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Q2 Earnings Update: Analysts Expect Highest Growth in 10 Years
July 12, 2021
Earnings and revenues are expected to surge at the fastest pace since the financial crisis.
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Quick Comments/What We’re Reading
July 12, 2021
Today's topics include the correlation between stocks & bonds, avoiding a taper tantrum, electronic bond trading, reversing globalization & demographics, Lagarde says bond purchases will last until at least March, a look ahead to banks' Q2 earnings, some sobering facts on SPACs, betting on crude oil, and have ETF fees bottomed?