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Bespoke Commentary from Bianco Research and Arbor Data Science – June 15th, 2021
June 15, 2021
Ben Breitholtz: Google Search Activity Shows U.S. Consumers Finally Starting to Moderate Joe Weisenthal – A look at search activity on Google indicates that U.S. consumers may be cooling off a little bit. Ben Breitholtz, a data scientist at Arbor Research, examines Google search activity as a gauge for consumer sentiment. On an episode of… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 15th, 2021
Newsclips
Retail Is Back in Their Favorite Stocks (Again)
June 15, 2021
Recently there has been a bit of a rotation back to growth stocks, retail favorites, small options trading, tech stocks, and even meme stocks.
Newsclips
Quick Comments/What We’re Reading
June 15, 2021
Today's topics include all eyes on the Fed this week, EU bonds, the corporate debt boom, Paul Tudor Jones weighs in on the transitory debate, fund managers on the transitory train, money continues to flood the Fed's repo facility, lumber prices coming back to earth, capital expenditures, declining bankruptcies, and hedge funds' crypto exposure
Newsclips
Cartoons
June 15, 2021
Newsclips
COVID Update
June 14, 2021
Markets are not factoring in a rise in Covid cases due to a variant. This could be a problem should case counts continue to rise.
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Quick Comments/What We’re Reading
June 14, 2021
Today's topics include interpreting the bond market, timing the taper, wages & inflation, targeting full employment, financing the deficit, Mark Cuban on DeFi & automated market makers, short-sellers in a bull market, and riding the meme craze into the Russell 1000
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Cartoons
June 14, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – June 11th, 2021
June 11, 2021
Jim Bianco was on Bloomberg TV this morning talking about inflation, credit, and the G-7. Forbes: Demand-Driven Price Hikes Are Underway John Mauldin – James Bianco, president of Bianco Research, thinks most of the near-term inflation he foresees will be demand-driven. The fact that a lot of people have a lot of spending money will… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 11th, 2021
Newsclips
Quick Comments/What We’re Reading
June 11, 2021
Today's topics include the market buys into transitory inflation, servicing debt, real estate is not a bubble, breaking down the labor force, ranking ESG stocks, checking in on the shipping logjam, cryptos' adoption by asset managers, and dollar-hedged yields
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Cartoons
June 11, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – June 10th, 2021
June 10, 2021
Jim Bianco: RRP Counterparties As you already know, volume at the Fed’s RRP exploded recently, going from zero on March 16 to $502.9 billion today. What’s more interesting about today is that there was a large increase in the number of counterparties. Over the past few weeks, anywhere from 40 to 50 cash investors went… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 10th, 2021