Today's topics include Biden's big plan today, more stimulus checks?, the Chinese U.S. power struggle, Archegos fallout, liquidity surcharges for bond funds? , U.S. consumer confidence on the rise, traders worry NFT market rally will die out, the Fed & rising home prices, and dollar diplomacy
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
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?
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
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
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
A comparison of the returns of some of the biggest stock market themes in 2021
10-year yields snapped their streak of 7 consecutive weeks of negative total returns (higher yields).
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.