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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

Newsclips

Inflation Watch – Shelter Costs Starting to Rise

June 10, 2021

Transitory categories such as airline fares and used cars and trucks posted huge price increases again in May. More importantly, shelter costs may be coming out of their slumber.

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Newsclips

Quick Comments/What We’re Reading

June 10, 2021

Today's topics include keeping an eye on unemployment, where are the bond vigilantes?, learning from past inflationary episodes, crypto regulation, Tether's footprint, a productivity boom, equity populism, could the fed taper MBS before treasuries?, tech stocks take a bite out of indices, on gold, cracks in the housing market, global wealth hit record in 2020, and the Fed buys bitcoin bonds

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Cartoons

June 10, 2021

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Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – June 9th, 2021

June 9, 2021

Jim Bianco: Deutsche Bank out with this siren that inflation is not just the biggest story of the year, but the biggest story of the decade! DB – Inflation – The defining macro story of this decade They fear it is going to get away from policy makers, as they are far too easy, and… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 9th, 2021

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Quick Comments/What We’re Reading

June 9, 2021

Today's topics include outcome-based Fed policy, rising wages, factors affecting the size of the work force, the bond market's summer snooze, the housing market, secured vs. unsecured bonds, a world awash in cash, and describing bitcoin as a mutating virus

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Newsclips

Cartoons

June 9, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – June 8th, 2021

June 8, 2021

Jim Bianco: Like I’ve often said, the conventional wisdom on Wall Street (seldom correct) is rates only rise for one reason, strong real growth. So break out into a chorus of “god bless America “ when they do. The shock will be the reaction when rates rise for that other reason, higher inflation. Twitter: Brian… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – June 8th, 2021

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Newsclips

Quick Comments/What We’re Reading

June 8, 2021

Today's topics include in Yellen's defense on inflation, Warsh warns on Fed's average inflation targeting, are Treasuries' inflation signals distorted?, commodities' supply & demand, retail trained to buy the dip, private equity loves low rates, tax rates of the rich & famous, more on active managers' good month, the Colonial hackers & a transparent blockchain, and stablecoins being scrutinized

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Cartoons

June 8, 2021

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Conference Calls

Making the Case for Higher Interest Rates

June 7, 2021

A replay of our June 10, 2021 conference call

Newsclips

Why Do Rates Go Up? – Yellen Edition

June 7, 2021

Yellen frames higher rates as a positive that would point to a growing economy. This could also mean higher inflation, however.