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Bespoke Commentary from Bianco Research and Arbor Data Science – April 8th, 2021
April 8, 2021
Bianco Research Conference Call “Do Interest Rates Matter Anymore?” The replay of our April 8, 2021 conference call titled Do Interest Rates Matter Anymore? can be here: Do Interest Rates Matter Anymore? Colleague: Interesting argument that China would like to see the USD reserve status impaired and could see BTC as a vehicle toward that.… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 8th, 2021
Newsclips
Tracking the Reopening
April 8, 2021
Economists expect 2021 to be a booming year. High-frequency data indicates many aspects are indeed getting better, but whether the situation has improved enough to meet these aggressive forecasts remains to be seen.
Newsclips
Quick Comments/What We’re Reading
April 8, 2021
Today's topics include investing with borrowed money, K-shaped inflation, timing a rate hike, are global housing prices rally losing steam?, Lagarde on fiscal aid, Playboy joins the NFT craze, NFT risk, two takes on Dimon's comments, who will be the emerging markets savior?, and bitcoin as a Chinese financial weapon
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Cartoons
April 8, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – April 7th, 2021
April 7, 2021
Earlier this morning Jim was on Bloomberg TV talking about the economy and the bond market. To watch the interview, click on the image above. Ben Breitholtz: The ‘rise of the retail trader’ is seemingly abating! Search activity for day trading and various strategies has begun to fall on a YOY basis. Ben Breitholtz: The… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 7th, 2021
Newsclips
Talking About Inflation
April 7, 2021
Jim Bianco joins Bloomberg Surveillance to discuss workers returning to the office, stimulus checks, and inflation.
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Quick Comments/What We’re Reading
April 7, 2021
Today's topics include searching for the goldilocks recovery, treasury shorts hit highest level since 2017, an alternative measure of the jobs market, European vs. U.S. stocks, Chinese capital flows, the dollar as the world's currency reserve, a shrinking middle class, using the blockchain to clear trades, and quantifying trade's effect on emerging economies
Newsclips
Cartoons
April 7, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – April 6th, 2021
April 6, 2021
Bianco Research Conference Call Thursday, April 8, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a webinar/teleconference moderated by Jim Bianco. The major averages are back at new highs as equities soar, yet the relentless rise in rates is not… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 6th, 2021
Newsclips
Quick Comments/What We’re Reading
April 6, 2021
Today's topics include Jim talks crypto, what might contain higher yields?, the prospects for further Fed intervention, pandemic speeds up retirement timetable, an alternate take on low volatility, European economic expectations hit record, SPAC premiums/discounts, and the fallout from Archegos