Tag Archives: Markets

March 25, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – March 25th, 2022
Bespoke Commentary

Bianco Research Conference Call: Why Do We Have Inflation? Replay Jim Bianco joins BloombergTV to discuss the situation in Ukraine, Federal Reserve Hikes & Inflation Jim Bianco: Gas prices peaked on March 10 at $4.33. It fell everyday until yesterday... Read More

March 24, 2022

Markets

Where Are Valuations and How Did We Get Here?
Posted By Alex Malitas | Featured, Newsclips

There is no doubt valuations are stretched and have been for some time. In a low-rate, strong-growth environment, this is not an issue. However, as we enter a period of higher rates, continuing war in eastern Europe, and record inflation prints, valuations look more problematic.... Read More

March 23, 2022

Markets

Interpreting Different Yield Curves
Posted By Jim Bianco | Featured, Newsclips

The markets are concerned the Fed will get too aggressive in its rate hikes and break something.... Read More

March 22, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – March 22nd, 2022
Bespoke Commentary

Bianco Research Conference Call: Why Do We Have Inflation? Thursday, March 24, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 14:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference... Read More

Markets

Markets and World Wars
Posted By Jim Bianco | Newsclips

Last week's rally in stocks bears some similarities to September/October 1939. If this overlay holds, stocks could be in for a painful period. During both World Wars inflation outpaced stock returns. The S&P 500 has already lagged CPI over the past year.... Read More

March 21, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – March 21st, 2022
Bespoke Commentary

March 18, 2022

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report. ... Read More

Markets

Breaking Down Debt in the U.S.
Charts of the Week

A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More

Markets

Comparing the Value of Credit in the U.S. to GDP
Charts of the Week

The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.... Read More

Markets

Funding Gaps at Public and Private Pensions
Charts of the Week

Private pension funds have much smaller funding gaps than their government counterparts.... Read More

Markets

Defined Benefit Plans vs. IRAs
Charts of the Week

Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More

Markets

Comparing Real Estate to GDP and Stock Ownership
Charts of the Week

A home may be the biggest purchase most people make in their lives, but households' home equity is actually surpassed by households' direct stock ownership.... Read More

Markets

Almost 47% of FDIC Deposits Are Uninsured
Charts of the Week

Almost 47% of FDIC deposits in the U.S. are uninsured.... Read More

March 17, 2022

Markets

The Fed’s Priority
Posted By Jim Bianco | Featured, Newsclips

Chairman Powell made it clear yesterday that inflation, or price stability, is now the Fed's priority. Concerns over financial conditions will not stand in the way. Short-term debt pricing and the shape of the yield curve are reflecting this reality.... Read More

March 16, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – March 16th, 2022
Bespoke Commentary

Jim Bianco: This will be the lead of today’s What We’re Reading in Newsclips. This is far and away the worst performing stock market going into a hiking campaign since the Fed started targeting the funds rate. Colleague: And this... Read More

March 15, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – March 15th, 2022
Bespoke Commentary

Jim Bianco: Intraday the the 10-year BE did exceed 3%, but, for now, it has come up just short on a closing basis. Jim Bianco: *SAUDI WEIGHS USING YUAN INSTEAD OF USD FOR CHINA OIL SALES: DJ The Saudis have... Read More

Markets

Stress in the Market
Posted By Alex Malitas | Featured, Newsclips

With the end of the 'Fed Backstop,' both equity and bond markets are showing increased stress and volatility.... Read More

March 14, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – March 14th, 2022
Bespoke Commentary

Jim Bianco: The WSJ released its latest poll. Stop me if you heard this before? Wall Street Journal: Biden, Democrats Lose Ground on Key Issues, WSJ Poll Finds “Voters also gave Democrats poor marks for handling inflation and the economy,... Read More

Markets

An Update on ARK Returns
Posted By Alex Malitas | Newsclips

Cathie Wood and the ARK ETFs, headlined by ARK Innovation (ARKK), are arguably the most important manager/complex on Wall Street. After their outstanding performance in 2020, these funds significantly underperformed in 2021 and have had an abysmal start to 2022. ... Read More

March 11, 2022

Markets

Extreme and Popular Charts
COT Update

Some highlights from our recent COT report. ... Read More

Where Are Valuations and How Did We Get Here? Posted By Alex Malitas | Featured, Newsclips

Interpreting Different Yield Curves Posted By Jim Bianco | Featured, Newsclips

Markets and World Wars Posted By Jim Bianco | Newsclips

The Fed’s Priority Posted By Jim Bianco | Featured, Newsclips

Stress in the Market Posted By Alex Malitas | Featured, Newsclips

An Update on ARK Returns Posted By Alex Malitas | Newsclips

Where Are Valuations and How Did We Get Here?
Posted By Alex Malitas | Featured, Newsclips

Interpreting Different Yield Curves
Posted By Jim Bianco | Featured, Newsclips

Markets and World Wars
Posted By Jim Bianco | Newsclips

The Fed’s Priority
Posted By Jim Bianco | Featured, Newsclips

Stress in the Market
Posted By Alex Malitas | Featured, Newsclips

An Update on ARK Returns
Posted By Alex Malitas | Newsclips