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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
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
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.
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.
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.