Tag Archives: Markets

November 10, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – November 10th, 2021
Bespoke Commentary

Jim Bianco: The Fed?s Financial Stability report was released yesterday. It lists the risks the Fed sees for markets. These include stablecoins, China Real Estate developers, meme stocks, US/China relations, and a flare up of COVID. What is not mentioned... Read More

November 9, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – November 9th, 2021
Bespoke Commentary

Jim Bianco joins Bloomberg to discuss Inflation, Powell?s Renomination, Yields & the Equity Markets Ben Breitholtz: US 10-year yields and implied volatility (MOVE Index) have yet to see an appreciable connection. This alone has kept us out of trouble looking... Read More

Markets

Short Rates Should Remain the Focus
Posted By Jim Bianco | Featured, Newsclips

Short rates are exhibiting a lot of volatility and dealing pain to a number of leveraged players. We believe this is part of a signal that central bankers have to tighten more aggressively in 2022.... Read More

November 8, 2021

Markets

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

Jim Bianco joins Fox Business to discuss Cryptocurrencies, Household Savings, Congressional Approval Jim Bianco: The chart shows the daily volume of all options trading. Friday’s volume was 55.12 million, the second-highest ever. Highlighted on the chart was every options volume spike... Read More

November 5, 2021

Markets

Extreme and Popular Charts
COT Update

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

Markets

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

Jim Bianco: Really strong report. 531k vs 450k est Last two month revisions added 235k. 766k add with revisions Ben Breitholtz: Sergio Pineda: Colleague: Powell said to determine full employment they are watching average hourly earnings, labor force participation rate,... Read More

Markets

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

Jim Bianco: Here is the fed funds futures curve on the date of the last five FOMC meeting. Things changed at this meeting (blue) verses the rest of the meeting. In other words, between the September 22 FOMC meeting (red... Read More

November 3, 2021

Markets

Updating the Market’s Signal to Central Banks
Posted By Jim Bianco | Featured, Newsclips

Short rates continue to send a signal that central banks are behind the curve.... Read More

November 2, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – November 2nd, 2021
Bespoke Commentary

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: Meme stocks are still the play … 127% in minutes! *AVIS BUDGET EXTENDS SURGE TO 127%, HITTING RECORD HIGH Nice daily chart! And let’s... Read More

Markets

Are COVID Cases Bottoming?
Posted By Jim Bianco | Newsclips

If cases are turning higher, more impediments to the economy may be in the offing.... Read More

November 1, 2021

Markets

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

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Ben Breitholtz: Economists’ expectations for October payrolls showing the tightest distribution since the pandemic got underway. Range is currently 450k with a median estimate of 450k.... Read More

Markets

The Week Transitory Inflation Ended
Posted By Jim Bianco | Featured, Newsclips

In the last month, markets are pricing in more aggressive tightening monetary policy across the globe, sending short rates higher. This move accelerated in the last week. Is this signaling the end of the "transitory" inflation era?... Read More

October 29, 2021

Markets

Extreme and Popular Charts
COT Update

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

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 29th, 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 Wage Inflation, the Spending Bill and Cryptocurrencies Ben Breitholtz: 10-year inflation expectations rolling over HARD across Europe and North... Read More

October 28, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 28th, 2021
Bespoke Commentary

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Bianco Research Conference Call Replay: What?s Next For Rates? Yesterday, October 27, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco... Read More

Markets

The Market’s Message
Posted By Jim Bianco | Featured, Newsclips

On a total return basis, the bond market is still tracking one of its worst years on record. The 2-year note is tracking a total return loss for the first time ever. Commodities are having one of their best total return years in history and at new all-time highs. These are the market moves one would expect if persistent inflation was becoming a bigger concern.... Read More

October 27, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 27th, 2021
Bespoke Commentary

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Bianco Research Conference Call Replay: What?s Next For Rates? Today, October 27, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco... Read More

October 26, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – October 26th, 2021
Bespoke Commentary

If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Bianco Research Conference Call: What?s Next For Rates? Wednesday, October 27, at 9:00 AM CT (10:00 AM ET, 7:00 AM PT and 15:00 BST) Bianco Research, in... Read More

Markets

Why Are Stocks Relentlessly Rallying?
Posted By Jim Bianco | Featured, Newsclips

The S&P 500's outperformance over the Russell 2000 is reaching historic extremes, something that typically only happens in a bear market. Investors have redirected government stimulus money into the stock market. In 2021 "the stock market" is just one instrument, an S&P 500 index fund, and not much else.... Read More

Short Rates Should Remain the Focus Posted By Jim Bianco | Featured, Newsclips

More Evidence of COVID Bottoming Posted By Jim Bianco | Newsclips

Updating the Market’s Signal to Central Banks Posted By Jim Bianco | Featured, Newsclips

Are COVID Cases Bottoming? Posted By Jim Bianco | Newsclips

The Week Transitory Inflation Ended Posted By Jim Bianco | Featured, Newsclips

The Market’s Message Posted By Jim Bianco | Featured, Newsclips

Why Are Stocks Relentlessly Rallying? Posted By Jim Bianco | Featured, Newsclips

Short Rates Should Remain the Focus
Posted By Jim Bianco | Featured, Newsclips

More Evidence of COVID Bottoming
Posted By Jim Bianco | Newsclips

Updating the Market’s Signal to Central Banks
Posted By Jim Bianco | Featured, Newsclips

Are COVID Cases Bottoming?
Posted By Jim Bianco | Newsclips

The Week Transitory Inflation Ended
Posted By Jim Bianco | Featured, Newsclips

The Market’s Message
Posted By Jim Bianco | Featured, Newsclips

Why Are Stocks Relentlessly Rallying?
Posted By Jim Bianco | Featured, Newsclips