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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

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Revisiting Supply Chain Disruptions

April 20, 2021

The current supply disruption is getting to the breaking point where companies may have to start raising prices, which could lead to inflation.

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Newsclips

Quick Comments/What We’re Reading

April 20, 2021

Today's topics include the reflation trade & higher GDP forecasts, smaller treasury auctions on the way?, bond yields move higher on upbeat data, more on earnings season, short sellers disappear, negotiations continue on corporate tax hikes, airline travel, and bitcoin vs. central bank digital currencies

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Cartoons

April 20, 2021

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Newsclips

Q1 2021 Earnings Update: Financials Win!

April 19, 2021

Financials started off earnings season with huge beats, prompting analysts to revise forecasts for the quarter higher. The next two weeks will bring the major company reports.

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Quick Comments/What We’re Reading

April 19, 2021

Today's topics include stock vs. bond flows, can jobs market keep pace with economic growth?, base effects coming for average wages?, crude oil supply glut almost gone, a broad stock market rally, the digital yuan, cryptos' flash crash, stablecoins, and LIBOR transition

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Cartoons

April 19, 2021

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TIC Update – Record Outflows From Treasuries, Record Inflows Into Stocks

April 16, 2021

Foreigners sold a record $682 billion of Treasuries in the year ending February 2021.

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Newsclips

Quick Comments/What We’re Reading

April 16, 2021

Today's topics include contemplating a Fed taper?, another look at the stellar retail sales numbers, TIPS as inflation protection, U.S. banks vs. European banks, debt to GDP, hedge funds sold treasuries in February, Coinbase is the on-ramp to the DeFi world, and regulatory concerns for SPACs

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Cartoons

April 16, 2021

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Charts of the Week

Crypto Universe Surpasses $2 Trillion in Value

April 16, 2021

After hitting $1 trillion in market value three months ago, the crypto universe now stands at over $2 trillion.

Charts of the Week

The First Stop – Centralized Exchanges

April 16, 2021

Centralized exchanges like Coinbase or Binance act as the on-ramps for converting fiat currency to cryptocurrency.