Tag Archives: Markets

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

Markets

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

Jim Bianco: The US is rising, Japan is spiking, Australia just expanded its lockdowns to include Brisbane, and then this … Bloomberg: Forecaster Who Predicted India?s Covid Peak Sees New Wave Coming Bhuma Shrivastava and Malavika Kaur Makol – India... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 30th, 2021
Bespoke Commentary

Financial Times: Gas crunch sends prices hurtling higher David Sheppard – Natural gas prices in Europe and the UK have soared to some of the highest levels on record, threatening to raise costs for households and businesses as global supplies... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 29th, 2021 Afternoon Edition
Bespoke Commentary

Three Concerns for the Markets: Inflation, the Delta Variant, and China Replay Markets continue to look for answers to three key questions. First, is inflation transitory? Second, how might the delta variant impact the economy? Third, will China’s crackdown on... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 29th, 2021
Bespoke Commentary

Jim Bianco: Two big misses this morning *U.S. 2Q ECONOMY GROWS AT 6.5% ANNUAL RATE; EST. 8.4% *U.S. WEEKLY JOBLESS CLAIMS AT 400,000 LAST WEEK; EST. 384,500 69 economists were surveyed for GDP and only one was below 6.5%.  The... Read More

Markets

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

Jim Bianco: Key line: “Since then, the economy has made progress toward these goals, and the Committee will continue to assess progress in coming meetings.” Ben Breitholtz: no more SUBSTANTIAL! Fuse lit? could still be a long one Jim Bianco:... Read More

Markets

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

Jim Bianco: The US keeps rising at 50% versus the previous day of the week.  Highlighted below is Tuesday and the the last four previous Tuesdays. 180k to 200k this Friday? (the spikes are Friday – the highest day of... Read More

Markets

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

During the ?summer of confusion? around the inflation narrative, Ben Breitholtz says a more hawkish Fed could actually bring yields lower. Jim Bianco: Bloomberg: U.S. Real Yields Fall to Record Low Amid Growth Concerns James Hirai and William Shaw –... Read More

Markets

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

Jim Bianco: Again, confirmed cases is the metric that politicians use to make lockdown decisions.  It should not be this stat alone, but sadly it is. Day of week has a strong seasonal.  Yesterday (July 22) at 55k was almost double... Read More

Markets

Bespoke Commentary from Bianco Research and Arbor Data Science – July 21st, 2021
Bespoke Commentary

Jim Bianco: ESPN: Tokyo boss won’t rule out cancellation of Games The chief of the Tokyo 2020 organizing committee on Tuesday did not rule out a last-minute cancellation of the Olympics, as more athletes tested positive for COVID-19 and major... Read More

Markets

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

Jim Bianco: This took the wind out of the overnight attempt to rally.  Again, fears that lockdowns or other economic restrictions are coming (or, the big rationalization to block the reopening of the office) *APPLE IS SAID TO POSTPONE OFFICE... Read More