Charts of the Week
Weekly Research Roundup
April 23, 2021
Some interesting charts from our recent posts
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Companies Are Raising Prices
April 23, 2021
Evidence continues to build that inflation is coming as companies announce price hikes. The risk is prices become "unanchored" requiring the Fed to aggressively react to something that has not been seen in a generation.
Newsclips
Quick Comments/What We’re Reading
April 23, 2021
Today's topics include more on upcoming quirks in wage growth, cash on the sidelines, drowning in cash, tech wars, high yield issuance, India's second wave, SPACs, airlines weigh-in, the uproar on the capital gains tax, TIPS' streak of inflows continues, existing home prices rise, and ARK & bitcoin
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Cartoons
April 23, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – April 22nd, 2021
April 22, 2021
Jim Bianco: The Global Rolling 7-Day Average (orange) is now at a new high. Yesterday single day high (blue) was the second largest ever. Global vaccine doses approaching 1 billion (green).Yahoo: India’s COVID tsunami is the worst in the world. Why that should concern Americans. Andrew Romano – The deepening disparities between two of the… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 22nd, 2021
Newsclips
Quick Comments/What We’re Reading
April 22, 2021
Today's topics include job market slack, jobless claims continue to fall, limitations of a digital Yuan, quantifying Fedspeak, corporate bond spreads, parallels to 1999, Dimon's two economic scenarios, and supply chain issues hitting small businesses
Newsclips
Cartoons
April 22, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – April 21st, 2021
April 21, 2021
Twitter: Lisa Abramowicz @lisaabramowicz1 HSBC explains why it expects 10-year Treasuries to fall to 1% by yearend and stay there by the end of 2022. “Comparisons with past periods of inflation and forecasts of regime shifts miss the structural headwinds from debt levels, demographics, and lack of labor bargaining power” Tweet Colleague: Lumber prices have been… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 21st, 2021
Newsclips
Rising COVID Cases in Pockets of the World
April 21, 2021
The market's operating assumption for 2021 continues to be herd immunity will lead to re-opening. In the UK and the US, this seems to be a safe bet. But in many other places in the world, especially in Asia and the Middle East, case counts are headed the wrong way.
Newsclips
Quick Comments/What We’re Reading
April 21, 2021
Today's topics include Morgan Stanley sees little pass-through inflation..., ...but some companies are already raising prices, the reflation trade, FAANGs & a historical look at the nifty fifty, an uneven recovery, and capitalism without bankruptcies
Newsclips
Cartoons
April 21, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – April 20th, 2021
April 20, 2021
Politico: Post-pandemic boom poised to get smacked with severe shortages Victoria Guida – “This supply disruption is getting to the breaking point where we’re going to have to start raising prices, and we’re going to see inflation,” said Jim Bianco, head of financial analysis firm Bianco Research. “If rates are rising because real growth is… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 20th, 2021