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Weekly Research Roundup
June 4, 2021
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Page 434 of 3385Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – June 3rd, 2021
June 3, 2021
Financial Times: ‘Kind of crazy’: how the booming US used car market is driving inflation James Politi and Colby Smith – Last month it took Carey Cherner, a 36-year-old used car dealer in Kensington, Maryland, less than 12 hours to sell a 2001 Ford F-150 pick-up truck with 184,000 miles on the clock. It went… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 3rd, 2021
Newsclips
Stablecoins – The Most Important Crypto?
June 3, 2021
Stablecoins are the foundation of the cryptocurrency market, accounting for as much as two-thirds of all cryptocurrency trading some days.
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Quick Comments/What We’re Reading
June 3, 2021
Today's topics include what's moving the inflation needle?, Dudley chimes in on the transitory debate, stocks rising alongside higher earnings expectations, buckle up for tomorrow's payrolls number, the Fed's secondary market corporate credit facility, DeFi's growth, meme stocks, the global housing market, soaring food prices, and shipping rates are out of control
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Cartoons
June 3, 2021
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Inflation Gets Complicated
June 2, 2021
Inflation remains the story of 2021. Is it transitory? Central bankers are not in agreement. We side with those who think inflation is more than transitory.
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Quick Comments/What We’re Reading
June 2, 2021
Today's topics include the case for transitory inflation, China's role in the inflation picture, playing the currency game, EM vs. developed market manufacturing, money market funds struggling with low rates, the 60/40 portfolio, Bullard on the jobs market, companies' accounting practices, and SPAC profits
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Cartoons
June 2, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – June 1st, 2021
June 1, 2021
Jim Bianco: Bloomberg: U.S. Corporate Bond Spreads Hit 14-Year Low as Economy Resurges Alex Wittenberg – U.S. high-grade bond spreads fell to a 14-year low Friday as investors temper their inflation projections and grow bullish on a reopening economy. This article implies that tight spreads are a forecast that better things are coming. I have found they… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 1st, 2021
Newsclips
The Stock/Yield Correlation Points to Heightened Inflation Concerns
June 1, 2021
The correlation between stock prices and bond yields is turning negative again, pointing to a market worried about inflation.
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Total Return Review – Commodity Prices Continue Pushing Inflation Debate
June 1, 2021
Several unrelated commodities moved higher in May as investors continued to debate the likelihood of sustained inflation.
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Monthly Fund Flows – Stock vs. Bond Flows
June 1, 2021
Despite stocks massively outperforming bonds since QE began in 2009, bond funds have seen much larger inflows.