Tag Archives: Markets

December 10, 2021

Markets

Cable News Discusses Inflation and Higher Prices
Posted By Alex Malitas | Charts of the Week

Vanderbilt has created an indexed and detailed database of TV news archives broken down into 15 second time blocks and distinguishable by individual news networks. The mentions of transitory inflation and higher prices have increased dramatically throughout 2021.... Read More

December 9, 2021

Markets

Bespoke Commentary from Bianco Research – December 9th, 2021
Bespoke Commentary

Jim Bianco: Regarding CPI, the consensus is CPI = 0.7% Core CPI = 0.5% YoY CPI =6.8% YoY Core CPI =4.9% Essentially get ready for 7% and 5% inflation tomorrow. This past spring, mainstream economists thought such YoY numbers were... Read More

December 8, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – December 8th, 2021
Bespoke Commentary

Jim Bianco Live (Macro And Political Implications Of Omicron) – Rebel Capitalist Jim Bianco: The story continues to be the relentless rise in short-rates. And how the market almost as a March rate hike prices and a fourth rate hike... Read More

Markets

Who Will Fix the Shipping Crisis?
Posted By Jim Bianco | Featured, Newsclips

Container shipping profits are booming. Since the beginning of the pandemic, shipping stock returns are even outpacing bitcoin's returns. So, what incentives do these companies have to fix the shipping crisis?... Read More

December 7, 2021

Markets

Another Bad Year for Stock Pickers
Posted By Jim Bianco | Featured, Newsclips

Stock picking has not worked for at least a decade. Even Warren Buffett can attest to this. 2021 has been no different for stock pickers as the best strategy was buying the S&P 500 and forgetting about it.... Read More

Markets

An Update on Cathie Wood & Ark
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 have significantly underperformed in 2021. We update their returns and investor flows.... Read More

December 6, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – December 6th, 2021
Bespoke Commentary

Financial Times: Inflation tracker: the latest figures as countries grapple with rising prices Valentina Romei and Alan Smith – Much of the world is experiencing a dramatic bout of inflation. Yet many central banks are keeping interest rates at or... Read More

Markets

The Coming COVID Case Spike
Posted By Jim Bianco | Newsclips

U.S. COVID cases appear poised to follow Europe much higher. Will U.S. policy follow the path we have seen before, with economic restrictions hurting growth and fostering even more inflation?... Read More

December 3, 2021

Markets

Extreme and Popular Charts
COT Update

Some interesting charts from our recent COT report. ... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – December 3rd, 2021
Bespoke Commentary

Bianco Research Conference Call Replay: Does Omicron Mean MORE Inflation? Before omicron, inflation was the biggest threat to the economy. Overstimulation pushed demand to records and the supply chain couldn’t keep up. Additionally, the Great Resignation added to supply problems.... Read More

December 2, 2021

Markets

Fear of a Technical Default Is Becoming Real
Posted By Jim Bianco | Featured, Newsclips

The T-bill curve is pricing in a technical default between December 15 and December 23.... Read More

December 1, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – December 1st, 2021
Bespoke Commentary

Bianco Research Conference Call: Does Omicron Mean MORE Inflation? Tomorrow, December 2, 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 webinar/teleconference moderated... Read More

November 30, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – November 30th, 2021
Bespoke Commentary

Colleague: Client asking re your view expressed yesterday re inflation …wouldn’t a fall in oil from lockdowns be disinflationary? Jim Bianco: Oil would fall, but I don’t think core inflation falls unless you’re predicting a recession. If it gets that... Read More

Markets

Hiding the Supply Chain Problem
Posted By Jim Bianco | Featured, Newsclips

Despite statements to the contrary, the supply chain is not getting better. The case could be made that it is the worst it has ever been now. Recent changes in shipping data appear to be designed to hide the problem, not alleviate it.... Read More

November 29, 2021

Markets

Does Omicron Mean MORE Inflation?
Posted By Jim Bianco | Featured, Newsclips

Before omicron, inflation was the biggest threat to the economy. Overstimulation pushed demand to records and the supply chain couldn't keep up. Additionally, the Great Resignation added to supply problems. Omicron could exaggerate this imbalance rather than reverse it.... Read More

November 26, 2021

Markets

COVID Is a Market Problem Again
Posted By Jim Bianco | Featured, Newsclips

Covid cases continue to rise in Europe and the U.S. A new variant is threatening the global economy and hurting risk markets worldwide.... Read More

November 24, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – November 24th, 2021
Bespoke Commentary

Ben Breitholtz: Given liquidity issues and active central banks, currency tail risk is on the move as we expected! Colleague: So how does one play that tail risk Ben? Ben Breitholtz: Like we suggested, purest is 10 or 25 delta... Read More

Markets

Liquidity Problems Appearing in the Bond Market
Posted By Jim Bianco | Featured, Newsclips

Volatility and liquidity measures in bond markets, especially in the front end of the yield curve, have turned significantly worse in the last few months. At the same time, the dollar has soared and the market is nearly pricing in a May rate hike.... Read More

November 23, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – November 23rd, 2021
Bespoke Commentary

Jim Bianco joins Fox Business to discuss Cryptocurrencies with Charles Payne Jim Bianco: There is a market that look like the short-rates, the dollar. Here is the 2-year note and Dollar Index charts side-by-side. For those that think the move... Read More

Markets

Stocks & Fed Hikes in 2022
Posted By Jim Bianco | Featured, Newsclips

Short rates are moving higher on the belief the Fed has to get aggressive next year. If this happens because of persistent inflation, the Fed is in a tough spot. They would have to pick one market to help. They cannot help both.... Read More

Cable News Discusses Inflation and Higher Prices Posted By Alex Malitas | Charts of the Week

Who Will Fix the Shipping Crisis? Posted By Jim Bianco | Featured, Newsclips

Another Bad Year for Stock Pickers Posted By Jim Bianco | Featured, Newsclips

An Update on Cathie Wood & Ark Posted By Alex Malitas | Newsclips

The Coming COVID Case Spike Posted By Jim Bianco | Newsclips

Fear of a Technical Default Is Becoming Real Posted By Jim Bianco | Featured, Newsclips

Hiding the Supply Chain Problem Posted By Jim Bianco | Featured, Newsclips

Does Omicron Mean MORE Inflation? Posted By Jim Bianco | Featured, Newsclips

COVID Is a Market Problem Again Posted By Jim Bianco | Featured, Newsclips

Liquidity Problems Appearing in the Bond Market Posted By Jim Bianco | Featured, Newsclips

Stocks & Fed Hikes in 2022 Posted By Jim Bianco | Featured, Newsclips

Cable News Discusses Inflation and Higher Prices
Posted By Alex Malitas | Charts of the Week

Who Will Fix the Shipping Crisis?
Posted By Jim Bianco | Featured, Newsclips

Another Bad Year for Stock Pickers
Posted By Jim Bianco | Featured, Newsclips

An Update on Cathie Wood & Ark
Posted By Alex Malitas | Newsclips

The Coming COVID Case Spike
Posted By Jim Bianco | Newsclips

Fear of a Technical Default Is Becoming Real
Posted By Jim Bianco | Featured, Newsclips

Hiding the Supply Chain Problem
Posted By Jim Bianco | Featured, Newsclips

Does Omicron Mean MORE Inflation?
Posted By Jim Bianco | Featured, Newsclips

COVID Is a Market Problem Again
Posted By Jim Bianco | Featured, Newsclips

Liquidity Problems Appearing in the Bond Market
Posted By Jim Bianco | Featured, Newsclips

Stocks & Fed Hikes in 2022
Posted By Jim Bianco | Featured, Newsclips