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Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – March 30th, 2021
March 30, 2021
Peter Forbes: Significant development for rents. Inability to evict will restrain many units from seeing the gap between realized and asking rents close. Harder for OER to move higher in that context. Twitter: Ed O’Keefe @edokeefe JUST IN: @CDCgov extends the federal eviction moratorium until June 30. It was set to expire on Wednesday. Tweet More… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – March 30th, 2021
Newsclips
The Yield Curve Steepens
March 30, 2021
The long and short ends of the yield curve are moving in opposite directions. Typically yields stop rising when something breaks. Which end of the yield curve will break something?
Newsclips
Quick Comments/What We’re Reading
March 30, 2021
Today's topics include the Archegos story continues to unfold, a different view of debt as the deficit marches higher, assessing the fallout as Suez Canal gets back to business, value stocks as an inflation play, banks' profitability, a bullish call on stocks, and selling volatility
Newsclips
Cartoons
March 30, 2021
Newsclips
Quick Comments/What We’re Reading
March 29, 2021
Today's topics include the inflation debate, Archegos & those block trades, the reopening trade, GDP forecasts continue higher, higher mortgage rates' effect on the economy, personal bankruptcy filings remain low, SoFi eyes IPO access for retail traders, and someone comes to Goldman's defense on long hours
Newsclips
Cartoons
March 29, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – March 26th, 2021
March 26, 2021
Financial Times: The return of the inflation spectre Martin Wolf – A spectre is haunting investors: the return of inflation. But is it a plausible threat? And what would it mean if it did return? Ben Breitholtz: Oh boy, the bond vigilantes story won’t quit. New York Times: Fear of Inflation Finds a Foothold in… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – March 26th, 2021
Charts of the Week
Comparing Major Stock Market Themes of 2021
March 26, 2021
A comparison of the returns of some of the biggest stock market themes in 2021
Charts of the Week
10-Year Note’s Streak Comes to an End
March 26, 2021
10-year yields snapped their streak of 7 consecutive weeks of negative total returns (higher yields).
Charts of the Week
The Metal Value in a Nickel
March 26, 2021
With copper prices on the rise this year, the melted value of the metal in a U.S. nickel is actually worth more than five cents.
Charts of the Week
Bidding the Fed’s Emergency Facilities Adieu
March 26, 2021
As of March 31, the Fed will close most of its remaining 13(3) emergency facilities. Only the paycheck protection program will remain.