Tag Archives: Markets

February 1, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – February 1st, 2022
Bespoke Commentary

Jim Bianco: The JOLTs (Jobs Opening Labor Turnover) report foe December is out. The labor shortage is off the charts and keeps getting more and more extreme. As the middle panel shows, the US has 4.6 million more open jobs... Read More

Markets

Payroll Outlook – Weak Report Thanks to Omicron?
Posted By Jim Bianco | Featured, Newsclips

Many expect omicron could weight on the January payroll report. This will make the change in nonfarm payrolls difficult to interpret.... Read More

January 31, 2022

Markets

Bespoke Commentary from Bianco Research & Arbor Data Science – January 31st, 2022
Bespoke Commentary

Jim Bianco: Remember the market has five hikes priced in. So this contest of one upping each other on rate hikes is really a race to agree with market pricing. Twitter: Jonathan Ferro @FerroTV 2022 Fed hike guesses MS: 4 DB:... Read More

Markets

The Curve Flattens More
Posted By Jim Bianco | Featured, Newsclips

The yield curve's flattening is a sign of growing concern that the Fed is going to hike too much and break something. The curve is not inverted, which would signal the market believes things are already breaking, but it is rapidly moving toward that level.... Read More

January 28, 2022

Markets

Extreme and Popular Charts
COT Update

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

Markets

The Big Issue for 2022
Posted By Jim Bianco | Featured, Long Term Charts, Newsclips

The Fed is intent on addressing inflation, which may require putting asset markets under stress. Wall Street and investors are not yet convinced the Fed will get aggressive. This game of chicken is the story of 2022.... Read More

Markets

The Supply Chain Is Not Improving
Posted By Jim Bianco | Newsclips

Despite Wall Street's proclamations, there are still few signs the supply chain is getting better. Now Fed Chair Jay Powell agrees.... Read More

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

Payroll Outlook – Weak Report Thanks to Omicron? Posted By Jim Bianco | Featured, Newsclips

The Curve Flattens More Posted By Jim Bianco | Featured, Newsclips

The Big Issue for 2022 Posted By Jim Bianco | Featured, Long Term Charts, Newsclips

The Supply Chain Is Not Improving Posted By Jim Bianco | Newsclips

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

Payroll Outlook – Weak Report Thanks to Omicron?
Posted By Jim Bianco | Featured, Newsclips

The Curve Flattens More
Posted By Jim Bianco | Featured, Newsclips

The Big Issue for 2022
Posted By Jim Bianco | Featured, Long Term Charts, Newsclips

The Supply Chain Is Not Improving
Posted By Jim Bianco | Newsclips

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