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?
Our Research
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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.
Conference Call
When Will the Fed Stop Hiking?
May 5, 2022
Join us Thursday, May 5 for our next conference call.
Talking Data Podcast
Talking Data – Bond Market Carnage Update
April 27, 2022
In the latest installment of Talking Data, Jim updates on the bond market's carnage.
Conference Call
The Epic Bond Market Rout
April 11, 2022
A replay of our April 14, 2022 conference call.
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...
Markets
Talking Data: What If We Get Inflation?
October 6, 2021
In today’s installment of Talking Data, Jim and Ben discuss whether inflation is becoming persistent, what happens if economic growth moderates, and how the Fed and market might react.
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.