Tag Archives: Markets

August 26, 2021

Markets

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

Ben Breitholtz joins Oliver Renick to discuss the seasonality of inflation and how it affects the different areas of the market, and he shares one key metric that will ultimately decide how high inflation goes. Financial Times: Jay Powell must... Read More

August 25, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – August 25th, 2021
Bespoke Commentary

Jim Bianco joins Bloomberg’s “The Open” on 8/25/21 Alex Malitas: https://www.economist.com/finance-and-economics/2021/08/22/the-new-powell-doctrine?utm_campaign=editorial-social&utm_medium=social-organic&utm_source=twitter Ben Breitholtz: Isn’t this the same debate we’ve seen since 2009?! This is one way to do it! *DELTA AIR LINES TO IMPOSE $200/MO FEE ON UNVACCINATED EMPLOYEES We... Read More

Markets

Mobility Check: Travel Moves Lower While Other Measures Show Little Change
Posted By Alex Malitas | Newsclips

With the delta variant surging across the country, we are beginning to see mobility data, specifically transit and the return to the office, showing signs of declining. Retail has not been hit as hard.... Read More

August 24, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – August 24th, 2021
Bespoke Commentary

Alex Malitas: Ben have you done anything that separates elements that have peaked versus those that haven’t? And their contribution going forward? (for example if increasing OER will offset the fall in all the transitory measures that peaked and hold... Read More

Markets

A Delta Update
Posted By Jim Bianco | Featured, Newsclips

Right now, the delta variant is the biggest wildcard to economic growth.... Read More

August 23, 2021

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – August 23rd, 2021
Bespoke Commentary

Ben Breitholtz: Everyone should really watch consumers’ search activity closely to get an indication of the economy’s path. For now, search activity for going-out topics are moderately improving in August despite the spreading Delta variant. Here’s the spread of search... Read More

August 20, 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 – 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

August 19, 2021

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

Checking in on Mobility: Transit Data Rolling Over
Posted By Alex Malitas | Featured, Newsclips

With the delta variant surging across the country, we are beginning to see mobility data, specifically transit and the return to the office, show signs of declining.... Read More

August 18, 2021

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

August 17, 2021

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

August 16, 2021

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

August 13, 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 – 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

August 12, 2021

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

August 11, 2021

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

August 10, 2021

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

August 9, 2021

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

An Update on the Delta Variant
Posted By Jim Bianco | Featured, Newsclips

Signs are emerging that Asia is restricting economic activity. Despite an uptick in cases, little has changed so far in the U.S.... Read More

Mobility Check: Travel Moves Lower While Other Measures Show Little Change Posted By Alex Malitas | Newsclips

A Delta Update Posted By Jim Bianco | Featured, Newsclips

Checking in on Mobility: Transit Data Rolling Over Posted By Alex Malitas | Featured, Newsclips

An Update on the Delta Variant Posted By Jim Bianco | Featured, Newsclips

Mobility Check: Travel Moves Lower While Other Measures Show Little Change
Posted By Alex Malitas | Newsclips

A Delta Update
Posted By Jim Bianco | Featured, Newsclips

Checking in on Mobility: Transit Data Rolling Over
Posted By Alex Malitas | Featured, Newsclips

An Update on the Delta Variant
Posted By Jim Bianco | Featured, Newsclips