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Bespoke Commentary from Bianco Research and Arbor Data Science – June 28th, 2021

June 28, 2021

Jim Bianco: Speaking on Bloomberg TV, Summers said that “my guess is that at the end of the year inflation will, for this year, come out pretty close to 5%,” adding that “it would surprise me if we had 5% inflation with no effect on inflation expectations.” If he is right, the recent reversal in… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 28th, 2021

Newsclips

Quick Comments/What We’re Reading

June 28, 2021

Today's topics include talkin' unemployment benefits, earnings driving returns, previewing this week's payrolls number, emerging market assets vs. U.S. real yields, breaking down wages, will the taper start with MBS?, crude oil supply/demand, a shift in the stock market, and non-profitable companies raising money

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Cartoons

June 28, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – June 25th, 2021

June 25, 2021

Jim Bianco joins Fox Business to discuss the worker shortage and the end of unemployment benefits Jim Bianco: From Ben Jeffrey of BMO Bloomberg: Sporadic Gasoline Shortages Are Surfacing Across Six U.S. States Jeffrey Bair – Some gasoline stations in at least six U.S. states are experiencing temporary fuel shortages because there aren’t enough tanker-truck… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 25th, 2021

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Newsclips

The Stock Rotation Since May 17

June 25, 2021

The reopening trade of chasing value/financials has rotated out of favor while the speculative growth/technology trade is back in vogue. Investors are turning toward finding unicorns again.

Newsclips

Quick Comments/What We’re Reading

June 25, 2021

Today's topics include diverging views at the Fed, Grantham warns on risk assets, hedge funds go back to the drawing board on meme stocks, stress test results, smart beta for bonds, watch out for 'shrinkflation', gasoline shortages, more on SPAC risks, defi since the crypto peak, and plenty of regulatory questions remain on CBDCs & stablecoins

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Newsclips

Cartoons

June 25, 2021

Charts of the Week

Inflation Uncertainty at the FOMC

June 25, 2021

Fed officials reported upside risk to inflation in the most recent Summary of Economic Projections. However, this comes amidst a high degree of uncertainty.

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Charts of the Week

Ethereum’s Block Limits & Gas Fees

June 25, 2021

As the DeFi movement has taken off, the Ethereum blockchain has been pushed to its limits.

Charts of the Week

Cryptos’ Slide Nothing Out of the Ordinary

June 25, 2021

Cryptos have been hit hard over the past month or two, with prices roughly 50% below their peaks. This is nothing new to the highly volatile currencies.

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Charts of the Week

Buying vs. Renting

June 25, 2021

Since 2012, homeownership has been a much more profitable proposition versus renting. This has been especially true since the pandemic hit.

Charts of the Week

Central Banks’ Balance Sheets

June 25, 2021

Updating the growth in central bank balance sheets