Today's topics include talking jobs & the Fed, more on April's jobs number, your daily dose of inflation stories, checking in on muni bonds, Yellen vs. the Fed, ETFs' capital gains advantage over mutual funds, limiting hedge fund participation in European sovereigns, Blackrock hits back at BIS, digital government currencies, and used car prices continue to surge
Jim Bianco joins Bloomberg’s “Real Yield” 5/7/21 Part 1 Jim Bianco joins Bloomberg’s “Real Yield” 5/7/21 Part 2 DeFi & Technical Analysis – A Conversation with Jim Bianco Jim Bianco: As it stands, Eurodollar futures — which are priced off three-month Libor — imply a bit less than five 25 basis point rate increases by… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – May 7th, 2021
SPACs pushed the IPO market to new heights the past few quarters, but activity slowed considerably in April.
In March, existing homes sold for more than new homes for the first time since 2005. This is due to a statistical quirk, however.
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
Jobs have steadily increased for college grads since 2007, but the same cannot be said for those less educated.
Real GDP rose 6.04% on an annualized basis in the first quarter. With the exception of Q3 2020, this marks the highest growth rate since 2003.
An update of the world of negative-yielding debt
A long-term look at real S&P total returns
Some interesting charts from our recent posts.
Today's payrolls release produced the biggest downside miss on record, with economists overestimating the number of jobs created in April by 734,000.