Charts of the Week
Countries’ Responses to the Coronavirus
March 26, 2021
While virus-related policy has remained steadily stringent in Western Europe this year, policy in the U.S. has become less so.
While virus-related policy has remained steadily stringent in Western Europe this year, policy in the U.S. has become less so.
An update of the world of negative-yielding debt
A long-term look at U.S. unemployment since 1869
Some interesting charts from our recent posts
Today's topics include debating inflation, the state of manufacturing, the never-ending ETF fee war, Robinhood bringing IPOs to the masses?, banks win big at SPAC game, corporate income taxes, Fed gives banks all-clear signal on buybacks & dividends, Bitcoin, and you can't take it with you
Ben Breitholtz: Twitter: SentimenTrader @sentimentrader According to the ICI, equity mutual funds and ETFs enjoyed inflows of nearly $54 billion last week alone. That’s higher than any previous month in 26 years. So far in March, inflows total more than $75 billion. Tweet Jim Bianco: Yes the Fed hit the gas in 2009, but that was amateur hour… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – March 25th, 2021
Inflation continues to be the biggest economic story so far this year. Either the massive amount of fiscal and monetary stimulus produces inflation or it does not and MMT/UBI wins. Place your bets.
Today's topics include timing a Fed hike, bull markets following sharp bear markets, personal income, stimulus checks!, quarter-end rebalancing, crude oil production, negative mortgage rates, and the road to bitcoin adoption
Peter Forbes: Larger than expected decline in new home sales. Severe weather in February a likely contributor and we already see signs that activity is picking up again in March. Regional declines were -37% for Midwest, -15% for South, -16% for West, -12% for Northeast. The rebound in searches for mortgages and inspections & appraisals… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – March 24th, 2021
Today's topics include placing names on Fed dots, this past year's historic stock returns, the art of stock picking, prices at the pump, the Ark effect in thematic ETFs, options volume, raw materials on the rise, and a strong dollar