Charts of the Week
Comparing Education Across the World
July 2, 2021
Comparing education across the world
Comparing education across the world
Ben Breitholtz: Twitter: Joe Weisenthal @TheStalwart IT’S TOTALLY FINE IF THE BOJ MURDERS THE GOVERNMENT BOND MARKET In today’s @markets newsletter, I wrote about why nobody should care when a central bank smothers a sovereign bond market, and eliminates trading or price volatility Sub’ here: https://www.bloomberg.com/account/newsletters/markets Jim Bianco: Interesting point about Japan. Of course one could argue the opposite… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – July 1st, 2021
Recently we have looked at some of the impressive monthly or YTD returns in stocks, bonds, commodities and currencies. This month we take a step back to see how these huge swings have affected returns over a longer timeline.
Today's topics include the Fed's attempt to control inflation expectations, Dudley on the taper, the Fed is financing your mortgage, housing market running hot, Robinhood pays record FINRA fine, ECB lifts bank restrictions, private equity investments breaking records, lending crypto, and consumer protections in crypto
Jim Bianco: This is so true! When was the last time the Fed unveiled a “tortured” measure of inflation that showed it was rising and a problem? Twitter: Ben Hunt @EpsilonTheory It’s so weird how there’s always a new way to measure inflation to show it doesn’t exist. Tweet ClevelandFedResearch @ClevFedResearch PCE inflation jumped to 3.9% in May. But… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 30th, 2021
Active equity funds continue to charge 10x the fees of passive equity funds.
Today's topics include housing's record jump & inflation, economists' rate hike expectations, commodity traders cash in, El-Erian on the transitory debate, tourism's slump hits world GDP, inflation's effect on the correlation between stocks & bonds, gaps in U.S. vaccination rates, re-entering the office, and leveraging the blockchain for bond issuance
Financial Times: Reflation trade unwind wrongfoots several big-name hedge funds Colby Smith and Laurence Fletcher – Investors are reassessing their commitment to the reflation trade that has captivated Wall Street this year after a hawkish tilt by the US central bank inflicted losses on some fund managers. Betting against the price of US government bonds… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 29th, 2021
Today's topics include keeping an eye on the rental market, the reflation trade, CPI vs PCE, shale producers' slow rebuild, was 2020 worse than 2008?, bank dividends, Quarles cautions on CBDCs, and rising car prices