Charts of the Week
Weekly Research Recap
June 18, 2021
A look at some interesting charts from our recent posts
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The Rotation to Growth Stocks Continues
June 18, 2021
Bank stocks are stumbling as tech stocks are rallying. The growth/value ratio is reverting away from the reopening trade.
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Quick Comments/What We’re Reading
June 18, 2021
Today's topics include more thoughts on the FOMC meeting, the problem with forward guidance, the yield curve, an update on the Fed's repo facility after IOER tweak, tracking inflation concerns, retail investors haven't gone anywhere, jobs growth & the US recovery, corporate debt issuance, renting vs. owning, and COVID in the UK
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Cartoons
June 18, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – June 17th, 2021
June 17, 2021
Financial Times: US investors hunt for yield in junk-rated municipal debt Eric Platt and Colby Smith – Investors are pouring into the $4tn US municipal bond market, pushing yields on debt issued by state and local governments across the country to the lowest level on record. The voracious investor appetite has helped state agencies and… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 17th, 2021
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I Trumps R
June 17, 2021
The Fed shifted to a more hawkish stance yesterday. Was this change of heart based on reflation (real growth) or inflation?
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Quick Comments/What We’re Reading
June 17, 2021
Today's topics include the Fed tweaks IOER, strong 5-year note reaction to the FOMC meeting, understanding Fedspeak, early retirements muddying Fed waters, low rates & the credit ratings game, the state of the housing market, and the 60/40 portfolio's dwindling popularity
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Cartoons
June 17, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – June 16th, 2021
June 16, 2021
Earlier Jim Bianco joined Charles Payne on Fox Business to discuss the FOMC meeting. Jim Bianco: The Fed “transitory” resolve is weakening? Was zero rate hikes in 2023, now 2 rate hikes in 2023 Ben Breitholtz: OR! could be employment accelerates into 2023 (see those projections). Jim Bianco: And a lot of dots moved, suggestive… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 16th, 2021
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DeFi Borrowing & Lending
June 16, 2021
A look at how decentralized protocols manage to borrow and lend in a permissionless manner
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TIC Update – The Fed vs. the World
June 16, 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
June 16, 2021
Today's topics include daily crypto updates, Jamie Dimon on inflation, on Softbank's rise and fall cycle, EU bond sale ban, looking at VIX levels, and the new FTC head