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Bespoke Commentary from Bianco Research and Arbor Data Science – July 21st, 2021

July 21, 2021

Jim Bianco: ESPN: Tokyo boss won’t rule out cancellation of Games The chief of the Tokyo 2020 organizing committee on Tuesday did not rule out a last-minute cancellation of the Olympics, as more athletes tested positive for COVID-19 and major sponsors ditched plans to attend Friday’s opening ceremony. Asked at a news conference whether the… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – July 21st, 2021

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Quick Comments/What We’re Reading

July 21, 2021

Today's topics include discussing asset prices, a different take on yields, housing inflation, more on value investing, understanding the demands of the U.S. worker, will Powell remain at the helm?, is ECB buying here for the long term?, and the conversation on CBDCs continues

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Cartoons

July 21, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – July 20th, 2021

July 20, 2021

Jim Bianco: This took the wind out of the overnight attempt to rally.  Again, fears that lockdowns or other economic restrictions are coming (or, the big rationalization to block the reopening of the office) *APPLE IS SAID TO POSTPONE OFFICE RETURN DUE TO COVID Monday the US had 52,111 cases.  As this chart shows, this… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – July 20th, 2021

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The Fed Offsets the Treasury

July 20, 2021

Despite the exploding deficit, thanks to the Fed's large QE program, the total amount of debt issued has not increased over the last year. This cleared the way for any private sector buying to lower yields.

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Q2 Earnings Update: Beat Rates Still Elevated

July 20, 2021

The major earnings story this week revolves around financials. Q2 2021 financial earnings rose significantly as big bank earnings came in.

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Quick Comments/What We’re Reading

July 20, 2021

Today's topics include measuring the reopening trade, Biden stresses inflation is temporary, hooked on quantitative easing, traders' buy-the-dip mentality, covid recession officially lasted two months according to NBER, labor force participation by age, workers demanding higher wages, and regulating stablecoins

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Cartoons

July 20, 2021

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Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – July 19th, 2021

July 19, 2021

Jim Bianco joins CNBC’s The Exchange Bloomberg: Why Everyone’s Experience of Inflation Is So Different Tracy Alloway and Joe Weisenthal – Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets. Jim… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – July 19th, 2021

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What Are Bond Yields Really Signaling?

July 19, 2021

Over the past few months many have attempted to decipher the reason 10-year yields have continued to fall. We were among those who believed the drop in yields was temporary and non-transitory inflation would reassert itself. But now it appears as though falling yields are actually signaling a dramatic slowing in the economy, led by the surging delta variant.

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TIC Update – The Fed’s Treasury Holdings

July 19, 2021

The Fed's holdings of Treasury securities continues to grow and remains larger than all other central banks' holdings combined.

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Quick Comments/What We’re Reading

July 19, 2021

Today's topics include has the economy already peaked?, recovery without stimulus, on bond yields, 50 years of the index fund, doubting a global boom, Powell's tone & the dollar, issues with money market funds, and crypto leveraged trades disappear