Charts of the Week
Updating Activity Measures
March 12, 2021
China's Daily Activity Indicator remains the highest among major countries, but it remains below its pre-pandemic peak.
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Central Banks’ Balance Sheets Continue to Grow
March 12, 2021
Updating the growth in central bank balance sheets
Charts of the Week
LT Outlook: A Long-Term Look at Renewable Energy and Fossil Fuels
March 12, 2021
A long-term look at fossil fuels and renewable energy production
Charts of the Week
Weekly Research Roundup
March 12, 2021
A look at some interesting charts from our recent posts
Newsclips
What Is the Growth vs. Value Rotation About?
March 11, 2021
If growth versus value is really about interest rates, then the market might not be thinking that reopening stocks are going to soar, as the reopening-to-disruptive ratio is not definitive in its reversal. If, however, the growth-to-value rotation is about interest rates, it is on the assumption that rising rates are being driven by "R" or relation/real growth and not I" or inflation.
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – March 11th, 2021
March 11, 2021
Ben Breitholtz: Twitter: Carl Quintanilla @carlquintanilla B of A: “We believe we are at a secular turning point for both inflation & interest rates,” with “new central bank mandates, excess fiscal stimulus including UBI, less globalization, fading deflation from disruption, demographics .. The 40-year bull market in bonds in over.” Tweet Ben Breitholtz: Prepare for a… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – March 11th, 2021
Newsclips
Quick Comments/What We’re Reading
March 11, 2021
Today's topics include the ECB picks up the pace of bond purchases, revisiting gold as an equity hedge, a fast rise in rates vs. a gradual rise, fund managers underperformed market for 11th straight year, comparing currency-hedged treasury yields, was yesterday a giant short squeeze?, bitcoin surpasses $1 trillion market value again, cash-out refis on the rise, and your daily dose of ARK
Newsclips
Cartoons
March 11, 2021
Media & Communications
Bespoke Commentary from Bianco Research and Arbor Data Science – March 10, 2021
March 10, 2021
Jim Bianco: Measuring the old financial system versus the new one. Jim Bianco: What has worked in the stock market this year? Analyzing a company’s financial position and buying the weaker ones! Jim Bianco: Since June, all the stock market’s gain have some overnight. Same chart over the last 31 years. Overnight gains driving… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – March 10, 2021
Newsclips
Inflation Watch – Last Call Before Base Effects Hit
March 10, 2021
Next month, inflation data will begin to be skewed by pandemic-induced base effects. We attempt to quantify what these base effects could look like under even the most benign scenario as a precaution.
Newsclips
Quick Comments/What We’re Reading
March 10, 2021
Today's topics include the urge to spend post-pandemic, generating alpha without 60/40, another bad investment by SoftBank, will the boom be a mirage?, Cathie Wood is buying the dip, birth rates falling in Europe, no tax shortfalls seen, retail investors could derail SPAC deals, and new debt in the bond market