Tag Archives: Markets
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 1st, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 1st, 2021
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
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – September 30th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – September 30th, 2021
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
Markets
Why Is Europe in an Energy Crunch?
Why Is Europe in an Energy Crunch?
Posted By Alex Malitas
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
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – September 29th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – September 29th, 2021
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
Markets
Will Powell Be Sacrificed for a Debt Ceiling Deal?
Will Powell Be Sacrificed for a Debt Ceiling Deal?
Posted By Jim Bianco
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
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – September 28th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – September 28th, 2021
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
Markets
Is Persistent Inflation Now the Concern?
Is Persistent Inflation Now the Concern?
Posted By Jim Bianco
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
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – September 27th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – September 27th, 2021
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
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – September 24th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – September 24th, 2021
If you have any further questions on this material please contact me at: gus.handler@arborresearch.com Jim Bianco: Yes, European banks has been disasters since the ECB cut to zero 8 years ago (June 2014). While American banks have done better, they... Read More
Markets
10-Year Yields Break Out
10-Year Yields Break Out
Posted By Jim Bianco
10-year yields recently broke out of the high end of their range. Will fears of "persistent inflation" soon follow?... Read More
Markets
Will the Fed Ever Have a CBDC?
Will the Fed Ever Have a CBDC?
Posted By Jim Bianco
It seems the deeper the Fed gets into a digital currency, the further away they get from actually issuing one.... Read More
Markets
Comparing the Value of Credit in the U.S. to GDP
Comparing the Value of Credit in the U.S. to GDP
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
Markets
Breaking Down Debt in the U.S.
Breaking Down Debt in the U.S.
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
Markets
Funding Gaps at Public and Private Pensions
Funding Gaps at Public and Private Pensions
Private pension funds have much smaller funding gaps than their government counterparts.... Read More
Markets
Defined Benefit Plans Continue to Shrink
Defined Benefit Plans Continue to Shrink
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
Markets
Comparing Real Estate to GDP and Stock Ownership
Comparing Real Estate to GDP and Stock Ownership
A home may be the biggest purchase most people make in their lives, but households' home equity is actually surpassed by households' direct stock ownership.... Read More
Markets
69% of GDP Is Due to Personal Consumption
69% of GDP Is Due to Personal Consumption
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.... Read More
Markets
Almost 46% of FDIC Deposits Are Uninsured
Almost 46% of FDIC Deposits Are Uninsured
Almost 46% of FDIC deposits in the U.S. are uninsured.... Read More