Tag Archives: Markets
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 8th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 8th, 2021
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
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 7th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 7th, 2021
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
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 6th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 6th, 2021
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
The Odds of a Technical Default Grow
Posted By Jim Bianco
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
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 5th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 5th, 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 the Recent Issues at the Federal Reserve & Cryptocurrencies Ben Breitholtz: Still watching the difference in one versus three-month... Read More
Markets
Bespoke Commentary from Bianco Research and Arbor Data Science – October 4th, 2021
Bespoke Commentary from Bianco Research and Arbor Data Science – October 4th, 2021
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
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