Tag Archives: Markets

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – August 20th, 2021
Bespoke Commentary

Bianco Research Conference Call Takeaways From Camp Kotok Replay The replay of our August 19, 2021 conference call titled Takeaways From Camp Kotok here. Jim Bianco joins Fox Business to discuss Delta?s impact on the economy, Cryptocurrencies & Inflation Ben... Read More

Markets

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

Ben Breitholtz: Fortunately, consumers’ search activity for going-out and staying-in topics has rebounded into August. Searches had peaked in late March and then troughed in June. Not (yet) seeing signs of a lasting, material slowdown in consumers’ intentions. Twitter: Carl... Read More

Markets

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

Ben Breitholtz: FED’S BULLARD: AT THIS STAGE, THE TAPER IS ESSENTIALLY PRICED INTO MARKETS; SPECIFICS MATTER JUST A BIT AT THIS POINT. Jim Bianco: The Fed thought  the same thing in the fall of 2018, then they actually announced the... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – August 17th, 2021
Bespoke Commentary

Jim Bianco: *U.S. RETAIL SALES DECREASED 1.1% IN JULY; EST. -0.3% Alex Malitas: Stagflation coming in..? Ben Breitholtz: Quite widespread weakness: This was the month of the Delta variant, so not surprising consumers pulled back a bit. Fortunately, consumers’ intentions... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – August 16th, 2021
Bespoke Commentary

Ben Breitholtz: Empire manufacturing shows prices paid receded for the third straight month. Alex Malitas: Ben do you have the chart on the big negative surprise from the Empire survey? On business conditions. Ben Breitholtz: Here it is. Empire state... Read More

Markets

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

Colleague: From Bberg’s 5 things to start your day morning piece…. Fears are rising that the rapid spread of the delta variant may lead to a repeat of last year?s shipping nightmares. The partial closure of the world?s third-busiest container port yesterday is putting pressure... Read More

Markets

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

Ben Breitholtz: Investors taking PPI in stride. The breadth of commodities rising on a 3-mth annualized basis remains very elevated at 88%, the highest since March 1979. The right-side tail in commodity prices continues to build. 44% of commodities in... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – August 11th, 2021
Bespoke Commentary

*** CPI for Jul 2021*** CPI m/m: +0.5%   (vs +0.5% exp) CPI y/y: +5.4%   (vs +5.3% exp) Core m/m: +0.3%   (vs +0.4% exp) Core y/y: +4.3%   (vs +4.3% exp) Differences beween Core and headline CPI m/m were driven by Food... Read More

Markets

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

Ben Breitholtz: NFIB’s small business survey shows the first tick lower in those reporting higher prices since December 2020. Yet another survey likely peaking out! Also those reporting inflation as the single most important problem: Jim Bianco: Quick get Rich... Read More

Markets

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

Jim Bianco joins Fox Business to discuss the COVID-19 Delta Variant and Cryptocurrencies Jim Bianco: The Fed’s Survey of consumer finances for July was released today.  Inflation expectations are continuing to go higher. Ben Breitholtz: Are these coincidental with realized... Read More

Markets

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

Jim Bianco: *U.S. JULY PAYROLLS INCREASE 943,000; EST. 870,000 *U.S. JULY UNEMPLOYMENT RATE FALLS TO 5.4% VS 5.9% (ADP way way off again) Ben Breitholtz: Non-seasonally adjusted NFPs was -133k for July, so was the seasonal adjustment huge?! Colleague: “substantial... Read More

Markets

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

Colleague: Any thoughts on continuing claims in light of ADP yesterday? Jim Bianco: From WWR WSJ: U.S. Jobless Claims Remain at Elevated Level After Steady Decline Also ADS had a good write-up today: Who Is Ready to Work? The Vaccinated... Read More

Markets

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

ZeroHedge: AMC Foolishness Comes At A Dear Cost Tyler Durden – When a central bank recklessly manipulates interest rates, the process fails. In such circumstances capital tends to gravitate toward speculative investments. The fittest, or those offering the economy the... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – August 3rd, 2021
Bespoke Commentary

Jim Bianco: Why Inflation Is Here To Stay! More Repo Madness, Will Fed Do Yield Curve Control? Ben Breitholtz: Growing list of inflation-inducing stuff coming off the boil (yes, some base effects here too): – supplier delivery times – prices... Read More