Newsclips
The Rise of a Parallel Financial System
May 13, 2021
Our latest Bloomberg opinion column about the potential of DeFi and stablecoins
Our latest Bloomberg opinion column about the potential of DeFi and stablecoins
Today's topics include debating inflation's transitory nature, breaking down the housing market, more on the jobs market, updating jobless claims, getting technical on stocks' slide, and a new contender for LIBOR's replacement?
Twitter: GoogleTrends @GoogleTrends #inflation is being searched now more than ever, US Tweet Bloomberg Opinion: A New Global Monetary Order Threatens the Dollar Jim Bianco – The history of modern finance has seen several monetary orders, from the gold standard of the 19th century to the current fiat-based era starting in 1971. Each period had its… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – May 12th, 2021
Core CPI rose 0.92% month-over-month, its fastest monthly increase since 1981.
Today's topics include daily crypto update, inflation concerns, bond sale problem, oil rush, housing market boom, buybacks are coming, on commodities, and fintech's impact on banks
Jim Bianco: Wall Street Journal: Opinion | The Fed Is Playing With Fire Clinging to an emergency policy after the emergency has passed, Chairman Powell courts asset bubbles. Jim Bianco: Seychelles updated their infection rates yesterday. Remember they that have vaccinated more people than any other country, now 69% are fully vaxxed. As an island… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – May 11th, 2021
Q1 2021 continues as a quarter for the record books. 87% of S&P 500 companies have reported and they are beating Wall Street earnings estimates at a record pace. But valuations are far from cheap, especially in a rising-rate environment.
Today's topics include investing during inflationary periods, consumer credit, job openings, rising shipping costs, questioning the Fed's accommodation, growth vs. value, passive investing, and capitalizing on crypto inefficiencies
Wall Street Journal: What Happens to Stocks and Cryptocurrencies When the Fed Stops Raining Money? Greg Ip – While such speculation is often blamed on the Fed, drawing a direct line is difficult. Not so with fiscal stimulus. Jim Bianco, the head of financial research firm Bianco Research, said flows into exchange-traded funds and mutual… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – May 10th, 2021