The recent trends in COVID cases are both encouraging and highlight the confusion about why cases go up and down. This matters a lot for economic growth projections.... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco briefly joins ?Kudlow? to discuss the Jobs Report, Fed Taper and Powell?s Renomination Jim Bianco: Ben Breitholtz: NFIB small business survey getting interesting again…... Read More
Decades of poor performance are a loud and definitive market signal that banks have not been a good place for capital. Now with FinTech and Decentralized Finance coming, we do not see their long-term prospects as anything but troubled.... Read More
Sitting at home for a year has changed attitudes about work. This is having a significant impact on the economy. So far, quantifying this has been all but impossible. But 2019 is not returning and Wall Street needs to stop calling for a return to "normal" and start understanding why this is happening.... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: The Manheim Index of used cars prices was up over 5% in September to a new high. Used car prices are up 27% over... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Colleague: Customer question: Assuming that the FED announces a taper and begins the process in November, it would make sense that they would have to stick... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: Siegel is a perma-bull so for him to get this aggressive is surprising. Forbes: Inflation Alert: Expect Prices To Climb 25% Says Wharton?s Jeremy... Read More
Wall Street continues to underestimate the potential of a technical debt default on U.S. debt. Markets are not prepared for this possibility.... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco joins Fox Business to discuss the Recent Issues at the Federal Reserve & Cryptocurrencies Ben Breitholtz: Still watching the difference in one versus three-month... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: Remember the debt ceiling is tied to the infrastructure and (now formerly) $3.5 trillion spending bills. With no deal on these two bills, we... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Ben Breitholtz: Global governments (and the aggregate index) having their worst year on record looking back to 1999: Greg Blaha: Energy having its best year since... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Bianco Research Conference Call Replay ? Tapering and Markets The Fed seems intent on announcing its taper at the November 3rd FOMC meeting. What does this... Read More
Whether energy crunch pressures spread around the globe, shortages in Europe and China will most definitely impact growth as increasing prices and factory disruptions continue to mount. Is the global economy ready to handle yet another downside risk to growth?... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Bianco Research Conference Call Thursday ? Tapering and Markets Thursday, September 30, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco... Read More
Yesterday Jim was on Fox Business with Charles Payne. In the interview, Jim was asked about the debt ceiling and Jay Powell's renomination. Both might be in trouble.... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco joins Fox Business to discuss Kaplan, Rosengren?s Resignations and Powell?s Renomination Jim Bianco: *BRENT OIL HITS $80 A BARREL FOR THE FIRST TIME SINCE... Read More
Rates can move higher for many reasons. We fear the rise in rates over the past week is more about persistent inflation and less about a taper tantrum or stronger economic data.... Read More
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Conference Call Thursday – Tapering and Markets Thursday, September 30, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco Research, in... Read More