A Long-Term Look at Crude Oil
June 20, 2022
A long-term look at crude oil
Our Research
Sample Our Reports, Presentations, & Market Insights
A Long-Term Look at Real S&P 500 Earnings Yield
June 20, 2022
A long-term look at real S&P 500 earnings yield
A Long-Term Look at Interest Rates
June 20, 2022
A long-term look at interest rates back to 1790
Markets
Cold Reality From Former Fed Officials?
May 10, 2022
Former Fed officials are criticizing current Fed policy to a degree and veracity not seen since the 1970s. Are they quietly saying what current Fed officials cannot?
Inflation
Have Car Prices Peaked?
May 10, 2022
Car prices account for 9.2% of CPI. A peak in car prices is being heralded by many as a sign that inflation is peaking. While inflation may be heading lower this month, real-time measures of car prices show the market is not slowing to the degree...
Markets
What Is the Yield Curve Telling Us?
May 9, 2022
The last six weeks have seen a bear steepener with rising interest rates and a steepening yield curve. The market thinks the Fed is behind the curve and doubts the FOMC's ability to rein in inflation. Inconsistent and contradictory Fed talk is...
Interest Rates
Is a Higher High in Rates Coming?
May 6, 2022
Interest rates seemed poised for their first higher high in almost 40 years. Should this happen, it would suggest interest rates are in a secular uptrend.
The Epic Bond Market Rout
April 11, 2022
A replay of our April 14, 2022 conference call.
Why Do We Have Inflation?
March 21, 2022
A replay of our March 24, 2022 conference call.
Markets
Bianco Research Lineup
November 9, 2021
Newsclips Updating the Market’s Signal to Central Banks As we noted above, short rates continue to send a signal that central banks are behind the curve. Even though the following short rates have pulled back more than those above, we still see...
Markets
Charts of the Week – October 22nd, 2021
October 22, 2021
Topics Include: – Housing Affordability – The Fed’s Footprint as the Taper Nears – DeFi Total Value Locked Back at All-Time Highs – Measuring Regulatory Activity in 2021 – The Fed’s Repo Facility Continues to Attract...
Crypto
Stablecoins’ Reserves
August 13, 2021
The heat has been on stablecoins to be more transparent in their attestation of reserves. Tether and USDC have accepted the challenge.