Tag Archives: Markets

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

January 5, 2022

Markets

Bespoke Commentary from Bianco Research – January 5th, 2022
Bespoke Commentary

Bloomberg: Omicron Spares U.S. ICUs So Far, Mirroring South Africa Jonathan Levin – U.S. hospitals are so far seeing significantly fewer severe outcomes from the omicron wave than they saw in past Covid-19 spikes, mirroring the experience of South Africa... Read More

Markets

Is a Fed Mistake Inevitable?
Posted By Jim Bianco | Featured, Newsclips

The U.S. public is concerned over inflation and COVID, which has resulted in lower approval ratings for Biden and Democrats. The Fed may have no choice but to respond, even if it puts the stock market at risk.... Read More

January 3, 2022

Markets

Extreme and Popular Charts
COT Update

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

Markets

The Stock Market in 2021 Part 1 – The Narrow Rally
Posted By Jim Bianco | Featured, Newsclips

Last year's stock market rally was one of the narrowest ever seen. It was driven by the largest stocks in the S&P 500, with five stocks having a heavy influence on returns. Mid-cap, small-cap, and stock markets outside the U.S. failed to beat inflation.... Read More

Markets

The Stock Market in 2021 Part 2 – Excess Savings
Posted By Jim Bianco | Newsclips

2021 was marked by excess savings flowing into index funds and a few large stocks producing outsized returns. The further away one got from these themes, the worse they did.... Read More

December 30, 2021

Markets

The Most Volatile Day of the Year?
Posted By Jim Bianco | Featured, Newsclips

Historically the first trading day of the year is volatile for a range of assets.... Read More

December 28, 2021

Markets

The Omicron Spike Gets the Attention of Economists
Posted By Jim Bianco | Featured, Newsclips

As Omicron cases surge worldwide, several million lost workdays are piling up. This will lead to a slowing of production and the supply chain, but not a similar loss of demand. The result will be more upward pressure on inflation.... Read More

December 27, 2021

Markets

Extreme and Popular Charts
COT Update

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

December 25, 2021

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

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

Is a Fed Mistake Inevitable? Posted By Jim Bianco | Featured, Newsclips

The Stock Market in 2021 Part 1 – The Narrow Rally Posted By Jim Bianco | Featured, Newsclips

The Stock Market in 2021 Part 2 – Excess Savings Posted By Jim Bianco | Newsclips

The Most Volatile Day of the Year? Posted By Jim Bianco | Featured, Newsclips

The Omicron Spike Gets the Attention of Economists 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

Is a Fed Mistake Inevitable?
Posted By Jim Bianco | Featured, Newsclips

The Stock Market in 2021 Part 1 – The Narrow Rally
Posted By Jim Bianco | Featured, Newsclips

The Stock Market in 2021 Part 2 – Excess Savings
Posted By Jim Bianco | Newsclips

The Most Volatile Day of the Year?
Posted By Jim Bianco | Featured, Newsclips

The Omicron Spike Gets the Attention of Economists
Posted By Jim Bianco | Featured, Newsclips