Tag Archives: Markets

January 27, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – January 27th, 2022
Bespoke Commentary

Bianco Research Conference Call Replay: The Markets Get Volatile The replay of our January 27, 2022 conference call titled The Market Gets Volatile can be found here. Jim Bianco joins Fox Business to discuss yesterday?s FOMC Announcement, the Bond and... Read More

January 26, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – January 26th, 2022
Bespoke Commentary

Bianco Research Conference Call: The Markets Get Volatile Thursday, January 27, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated... Read More

January 25, 2022

Markets

Short Covering or Retail Capitulation?
Posted By Alex Malitas | Newsclips

Given yesterday's wild volatility and dramatic reversal, one would think it offered signs of capitulation that would mark a major low. But the data does not (yet?) support this case. No evidence of a big short position among professional traders exists while two-way action by retail was evident.... Read More

January 24, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – January 24th, 2022
Bespoke Commentary

January 21, 2022

Markets

Extreme and Popular Charts
COT Update

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

Markets

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

Is the World Collapsing? Inflation, The Fed, & Macro Markets | Jim Bianco Jim Bianco: Another sign that the market expects the Fed to hike in March. Jim Bianco: Here is the chart, today, if the SPX closes below the... Read More

Markets

Quantifying the Carnage in the Markets
Posted By Greg Blaha | Charts of the Week

Where does the current selloff across markets stand from a historical perspective?... Read More

January 19, 2022

Markets

Are Fund Managers Disconnected?
Posted By Jim Bianco | Featured, Newsclips

Fund managers continue to believe the Fed will not be aggressive in tightening because inflation is transitory. Do they fail to understand the impact inflation is having on politics and the enormous political pressure the Fed is under?... Read More

January 14, 2022

Markets

Extreme and Popular Charts
COT Update

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

January 13, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – January 13th, 2022
Bespoke Commentary

Bianco Research Conference Call Replay: The Bond Market Convulses The replay of our January 13, 2022 conference call titled The Bond Market Convulses can be found here. Colleague: *BRAINARD: BALANCE SHEET SHRINKING SOME TIME ‘BEYOND’ RATE HIKE Sam Rines: There... Read More

January 12, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – January 12th, 2022
Bespoke Commentary

Bianco Research Conference Call: The Bond Market Convulses Thursday, January 13, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a client webinar/teleconference moderated... Read More

Markets

More on a Narrow Stock Market Rally
Posted By Alex Malitas | Newsclips

The largest companies (FAANG + MTN) have been carrying the S&P 500 and Nasdaq Composite through the latest rally while the smaller companies falter. This could spell trouble in 2022.... Read More

January 11, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – January 11th, 2022
Bespoke Commentary

January 10, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – January 10th, 2022
Bespoke Commentary

Markets

The Bond Market Convulses
Posted By Jim Bianco | Featured, Newsclips

The Fed made it clear they are going to fight inflation by raising rates and possibly beginning Quantitative Tightening (QT). The bond market convulsed as everyone rushed for the exit.... Read More

January 7, 2022

Markets

Extreme and Popular Charts
COT Update

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

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – January 7th, 2022
Bespoke Commentary

Jim Bianco joins Fox Business to discuss the latest on Cryptocurrencies & COVID-19 Jim Bianco: *U.S. 10-YEAR YIELD RISES TO 1.801%, HIGHEST SINCE JANUARY 2020 Colleague: Why don’t they hike in Jan? Jim Bianco: They are STILL buying $60 billion... Read More

Markets

European Gas Update
Posted By Jim Bianco | Charts of the Week

Russian gas exports to Europe remain near zero and prices are still up more than 500% in the last year.... Read More

Markets

How Have the Different COVID Variants Appeared in the News?
Posted By Alex Malitas | Charts of the Week

The TV News Archive tracks captions of major news networks, breaking them into 15-second time blocks. The chart breaks down how often cable TV mentioned the specific phrases 'Delta variant' and 'Omicron variant.'... Read More

January 6, 2022

Markets

Bespoke Commentary from Bianco Research – January 6th, 2022
Bespoke Commentary

Jim Bianco: Hikes now priced in for March, June, Sept and a tick away from Dec for the fourth hike (but priced in for Feb 2023). First hike pricing history. Fourth hike pricing history. The two-year continues to surge today,... Read More

Short Covering or Retail Capitulation? Posted By Alex Malitas | Newsclips

Quantifying the Carnage in the Markets Posted By Greg Blaha | Charts of the Week

Are Fund Managers Disconnected? Posted By Jim Bianco | Featured, Newsclips

More on a Narrow Stock Market Rally Posted By Alex Malitas | Newsclips

The Bond Market Convulses Posted By Jim Bianco | Featured, Newsclips

European Gas Update Posted By Jim Bianco | Charts of the Week

How Have the Different COVID Variants Appeared in the News? Posted By Alex Malitas | Charts of the Week

Short Covering or Retail Capitulation?
Posted By Alex Malitas | Newsclips

Quantifying the Carnage in the Markets
Posted By Greg Blaha | Charts of the Week

Are Fund Managers Disconnected?
Posted By Jim Bianco | Featured, Newsclips

More on a Narrow Stock Market Rally
Posted By Alex Malitas | Newsclips

The Bond Market Convulses
Posted By Jim Bianco | Featured, Newsclips

European Gas Update
Posted By Jim Bianco | Charts of the Week

How Have the Different COVID Variants Appeared in the News?
Posted By Alex Malitas | Charts of the Week