Tag Archives: Markets

October 19, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 19th, 2021
Bespoke Commentary

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Ben Breitholtz: Building permits worse than any forecast at -7.7%, but remember this is a VERY noisy series. Only the Midwest saw permits rise in September.... Read More

October 18, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 18th, 2021
Bespoke Commentary

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Ben Breitholtz joins Oliver Renick to discuss correlation trends in the bond market, as well as to analyze the qualitative and quantitative impacts of hawkish Fed... Read More

Markets

We Want Stuff!
Posted By Jim Bianco | Featured, Newsclips

Demand is outstripping the supply chain's ability to ship goods.... Read More

October 15, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 15th, 2021
Bespoke Commentary

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Kelley Blue Book: Average New Car Sells for Over $45,000 in September Sean Tucker – In September, the average new car in America sold for $45,031.... Read More

Markets

Extreme and Popular Charts
COT Update

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

Markets

The Supply Chain – Too Much Demand
Posted By Jim Bianco | Featured, Newsclips

The supply chain is running at capacity and cannot keep up with overstimulated demand thanks to fiscal and monetary policy of the last 18 months. This suggests the fix is not expanding supply, which would be hard in the short term, but to raise prices high enough to reduce demand.... Read More

Markets

Keeping an Eye on Chinese Spreads
Charts of the Week

Although Chinese high yield spreads continue to shoot higher, volatility has not followed suit.... Read More

October 14, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 14th, 2021
Bespoke Commentary

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco joins Fox Business to discuss Cryptocurrencies with Charles Payne Ben Breitholtz: Soft PPI. Core down to 0.2%, 0.5% was expected. Commodity inflation is slowing... Read More

October 13, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 13th, 2021
Bespoke Commentary

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Financial Times: US bank chiefs confident supply chain disruptions are ?transitory? Imani Moise and James Politi – The widespread supply chain disruptions plaguing manufacturers and retailers... Read More

Markets

Updating the Trend in COVID Cases
Posted By Jim Bianco | Newsclips

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

October 12, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 12th, 2021
Bespoke Commentary

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

Markets

The Troubled Prospects for Banks
Posted By Jim Bianco | Featured, Newsclips

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

Markets

What Does Southwest Tell Us About Employment?
Posted By Jim Bianco | Newsclips

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

October 8, 2021

Markets

Extreme and Popular Charts
COT Update

Highlights from our most recent COT report. ... Read More

Markets

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

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

October 7, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 7th, 2021
Bespoke Commentary

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

October 6, 2021

Markets

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

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

Markets

The Odds of a Technical Default Grow
Posted By Jim Bianco | Featured, Newsclips

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

October 5, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 5th, 2021
Bespoke Commentary

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

October 4, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 4th, 2021
Bespoke Commentary

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

We Want Stuff! Posted By Jim Bianco | Featured, Newsclips

The Supply Chain – Too Much Demand Posted By Jim Bianco | Featured, Newsclips

Updating the Trend in COVID Cases Posted By Jim Bianco | Newsclips

The Troubled Prospects for Banks Posted By Jim Bianco | Featured, Newsclips

What Does Southwest Tell Us About Employment? Posted By Jim Bianco | Newsclips

The Odds of a Technical Default Grow Posted By Jim Bianco | Featured, Newsclips

We Want Stuff!
Posted By Jim Bianco | Featured, Newsclips

The Supply Chain – Too Much Demand
Posted By Jim Bianco | Featured, Newsclips

Updating the Trend in COVID Cases
Posted By Jim Bianco | Newsclips

The Troubled Prospects for Banks
Posted By Jim Bianco | Featured, Newsclips

What Does Southwest Tell Us About Employment?
Posted By Jim Bianco | Newsclips

The Odds of a Technical Default Grow
Posted By Jim Bianco | Featured, Newsclips