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Bespoke Commentary from Bianco Research and Arbor Data Science – May 10th, 2021

May 10, 2021

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

Newsclips

Quick Comments/What We’re Reading

May 10, 2021

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

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Newsclips

Cartoons

May 10, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – May 7th, 2021

May 7, 2021

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

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Charts of the Week

SPACs Takes a Breather in April

May 7, 2021

SPACs pushed the IPO market to new heights the past few quarters, but activity slowed considerably in April.

Charts of the Week

Existing Homes More Expensive Than New Homes

May 7, 2021

In March, existing homes sold for more than new homes for the first time since 2005. This is due to a statistical quirk, however.

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Charts of the Week

Updating the Fed’s Footprint in the Markets

May 7, 2021

How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?

Charts of the Week

Who Has Obtained Jobs Since the Great Recession?

May 7, 2021

Jobs have steadily increased for college grads since 2007, but the same cannot be said for those less educated.

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Charts of the Week

Personal Consumption Propelled Q1 GDP

May 7, 2021

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.

Charts of the Week

The World of Negative-Yielding Debt

May 7, 2021

An update of the world of negative-yielding debt

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Charts of the Week

LT Outlook: 10-Year Annualized Real S&P Total Returns

May 7, 2021

A long-term look at real S&P total returns

Charts of the Week

Weekly Research Roundup

May 7, 2021

Some interesting charts from our recent posts.