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Bespoke Commentary from Bianco Research and Arbor Data Science – May 3rd, 2021
May 3, 2021
Jim Bianco: A quick word about inflation and the coming base effect. Here is a Fed favorite, core PCE. The year-over-year change (12-month) is 1.83% for March, up from 1.37% (+0.46%) in February.Here is the 11-month change. It is 2.48%, at a 13-year high. So, if the April reading is 0.00%, the YoY jumps to… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – May 3rd, 2021
Newsclips
Q1 Earnings Update: Record Beat Rates
May 3, 2021
Q1 2021 is shaping up as a quarter for the record books as companies are beating earnings estimates at a record pace. But valuations are far from cheap, especially in a rising-rate environment.
Newsclips
Total Return Review – Commodity Prices Heating Up
May 3, 2021
Since 1973, commodity total returns have never seen a better start to the year.
Newsclips
Quick Comments/What We’re Reading
May 3, 2021
Today's topics include your daily crypto update, used car prices boom, Mohamed El-Erian on the Fed, Buffett on economy, Americans' stock holdings increase drastically, European earnings, thoughts on oil, commodities' price boom, and U.S. companies trying to keep up with demand
Newsclips
Cartoons
May 3, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – April 30th, 2021
April 30, 2021
Bianco Research Conference Call: How Cryptocurrencies Could Transform the Financial Landscape The replay of our April 29, 2021 conference call titled How Cryptocurrencies Could Transform the Financial Landscape can be found here. Ben Breitholtz: The Employment Cost Index (ECI) jumped to 0.9% QoQ, most since June 2007. Remember the ECI avoids the compositional issues impacting AHE,… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 30th, 2021
Newsclips
Mailed Money Hits a New Record
April 30, 2021
Mailed money will only stop when we have gone too far and it produces an adverse outcome, inflation.
Newsclips
Monthly Fund Flows – Huge Inflows Into Stocks Continue
April 30, 2021
Equity funds saw a record $74.4 billion in inflows in March.
Newsclips
Quick Comments/What We’re Reading
April 30, 2021
Today's topics include NYC metro has a problem, American workers are getting harder to find, margin debt issue, China's hidden assets, transportation rally, double-dip recession for EuroZone, and junk bond pricing
Newsclips
Cartoons
April 30, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – April 29th, 2021
April 29, 2021
Bianco Research Conference Call: How Cryptocurrencies Could Transform the Financial Landscape The replay of our April 29, 2021 conference call titled How Cryptocurrencies Could Transform the Financial Landscape can be found here. Jim Bianco: From the transcript of the Powell Press (yesterday): — The other big one I would talk about bottlenecks. This is what we’re… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 29th, 2021